Sowell Financial Services’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Sowell Financial Services’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-22,047	Closed	-$921K	–	601
2023 Q2	$921K	Sell	22,047 -46	-0.2%	-$1.93K	0.05%	370
2023 Q1	$955K	Buy	22,093 +1,160	+6%	+$48.9K	0.07%	304
2022 Q4	$862K	Sell	20,933 -3,271	-14%	-$134K	0.06%	336
2022 Q3	$969K	Buy	+24,204	New	+$1.05M	0.1%	241
2022 Q1	–	Sell	-19,544	Closed	-$1.05M	–	523
2021 Q4	$1.05M	Sell	19,544 -2,802	-13%	-$153K	0.06%	323
2021 Q3	$1.22M	Buy	22,346 +3,219	+17%	+$182K	0.08%	263
2021 Q2	$1.08M	Buy	19,127 +1,712	+10%	+$97.2K	0.07%	291
2021 Q1	$982K	Buy	17,415 +2,176	+14%	+$125K	0.03%	418
2020 Q4	$895K	Buy	15,239 +15,188	+29,780%	+$850K	0.04%	355
2020 Q3	$3K	Hold	51	–	–	﹤0.01%	2171
2020 Q2	$3K	Sell	51 -8	-14%	-$404	﹤0.01%	2084
2020 Q1	$3K	Buy	59 +6	+11%	+$319	﹤0.01%	2019
2019 Q4	$3K	Sell	53 -2	-4%	-$109	﹤0.01%	2113
2019 Q3	$3K	Buy	+55	New	+$3.02K	﹤0.01%	1995

Other funds holding WIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Sowell Financial Services's WIP Position: Q3 2023 in Review

Sowell Financial Services sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2023, closing a stake of 22,047 shares — an estimated $921K sold.

Sowell Financial Services first reported a position in WIP in Q3 2019 and held it in 14 quarters. The position peaked at $1.22M in Q3 2021. 74 funds tracked by Wall St. Rank hold WIP as of Q3 2023.

Sowell Financial Services reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2023 after selling out during the quarter.
Sowell Financial Services sold 22,047 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2023, an estimated $921K.
Sowell Financial Services first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2019 and held it in 14 quarters.
Sowell Financial Services's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.22M in Q3 2021.
74 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2023.

Based on Sowell Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.