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

Sterling Manor Financial’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 Q1	–	Sell	-33,550	Closed	-$1.38M	–	70
2022 Q4	$1.38M	Sell	33,550 -1,699	-5%	-$69.5K	1.53%	12
2022 Q3	$1.41M	Sell	35,249 -15,194	-30%	-$658K	1.75%	12
2022 Q2	$2.28M	Buy	50,443 +5,958	+13%	+$291K	2.79%	10
2022 Q1	$2.4M	Buy	+44,485	New	+$2.37M	1.92%	18

Other funds holding WIP

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

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

HFS

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

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

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

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

LFWA

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Sterling Manor Financial's WIP Position: Q1 2023 in Review

Sterling Manor Financial sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2023, closing a stake of 33,550 shares — an estimated $1.38M sold.

Sterling Manor Financial first reported a position in WIP in Q1 2022 and held it in 4 quarters. The position peaked at $2.4M in Q1 2022. 88 funds tracked by Wall St. Rank hold WIP as of Q1 2023.

Sterling Manor Financial reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2023 after selling out during the quarter.
Sterling Manor Financial sold 33,550 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2023, an estimated $1.38M.
Sterling Manor Financial first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2022 and held it in 4 quarters.
Sterling Manor Financial's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $2.4M in Q1 2022.
88 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2023.

Based on Sterling Manor Financial's 13F filing for Q1 2023, filed 6 Apr 2023.