Spearhead Capital Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Spearhead Capital Advisors’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
2022 Q3	–	Sell	-25,109	Closed	-$1.14M	–	177
2022 Q2	$1.14M	Sell	25,109 -1,172	-4%	-$57.3K	0.17%	65
2022 Q1	$1.42M	Buy	+26,281	New	+$1.4M	0.18%	65
2021 Q3	–	Sell	-32,532	Closed	-$1.84M	–	200
2021 Q2	$1.84M	Buy	32,532 +340	+1%	+$19.3K	0.25%	59
2021 Q1	$1.79M	Buy	32,192 +136	+0.4%	+$7.8K	0.26%	57
2020 Q4	$1.88M	Buy	32,056 +2,041	+7%	+$114K	0.3%	58
2020 Q3	$1.63M	Buy	30,015 +9,965	+50%	+$544K	0.31%	59
2020 Q2	$1.05M	Buy	20,050 +6,688	+50%	+$337K	0.22%	58
2020 Q1	$652K	Buy	+13,362	New	+$711K	0.19%	70

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

LFWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spearhead Capital Advisors's WIP Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2022, closing a stake of 25,109 shares — an estimated $1.14M sold.

Spearhead Capital Advisors first reported a position in WIP in Q1 2020 and held it in 8 quarters. The position peaked at $1.88M in Q4 2020. 83 funds tracked by Wall St. Rank hold WIP as of Q3 2022.

Spearhead Capital Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 25,109 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2022, an estimated $1.14M.
Spearhead Capital Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2020 and held it in 8 quarters.
Spearhead Capital Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.88M in Q4 2020.
83 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.