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

Sterling Financial Planning’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
2021 Q4	–	Sell	-1,430	Closed	-$78K	–	401
2021 Q3	$78K	Buy	1,430 +17	+1%	+$962	0.05%	149
2021 Q2	$80K	Buy	1,413 +14	+1%	+$795	0.05%	135
2021 Q1	$78K	Buy	1,399 +6	+0.4%	+$344	0.06%	121
2020 Q4	$82K	Buy	+1,393	New	+$77.9K	0.07%	113

Other funds holding WIP

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

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

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

LFWA

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sterling Financial Planning's WIP Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2021, closing a stake of 1,430 shares — an estimated $78K sold.

Sterling Financial Planning first reported a position in WIP in Q4 2020 and held it in 4 quarters. The position peaked at $82K in Q4 2020. 89 funds tracked by Wall St. Rank hold WIP as of Q4 2021.

Sterling Financial Planning reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 1,430 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2021, an estimated $78K.
Sterling Financial Planning first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $82K in Q4 2020.
89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.