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

Stifel 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 Q2	–	Sell	-5,227	Closed	-$226K	–	3426
2023 Q1	$226K	Buy	5,227 +51	+1%	+$2.15K	﹤0.01%	2979
2022 Q4	$213K	Hold	5,176	–	–	﹤0.01%	2951
2022 Q3	$207K	Hold	5,176	–	–	﹤0.01%	2939
2022 Q2	$234K	Sell	5,176 -950	-16%	-$46.4K	﹤0.01%	2888
2022 Q1	$331K	Sell	6,126 -240	-4%	-$12.8K	﹤0.01%	2818
2021 Q4	$343K	Sell	6,366 -927	-13%	-$50.7K	﹤0.01%	2837
2021 Q3	$397K	Sell	7,293 -462	-6%	-$26.2K	﹤0.01%	2713
2021 Q2	$438K	Buy	7,755 +62	+0.8%	+$3.52K	﹤0.01%	2658
2021 Q1	$427K	Buy	7,693 +1,100	+17%	+$63.1K	﹤0.01%	2579
2020 Q4	$387K	Buy	6,593 +504	+8%	+$28.2K	﹤0.01%	2473
2020 Q3	$330K	Buy	6,089 +1,377	+29%	+$75.1K	﹤0.01%	2336
2020 Q2	$247K	Sell	4,712 -469	-9%	-$23.7K	﹤0.01%	2483
2020 Q1	$251K	Buy	+5,181	New	+$276K	﹤0.01%	2305
2019 Q2	–	Sell	-4,109	Closed	-$220K	–	3058
2019 Q1	$220K	Buy	+4,109	New	+$221K	﹤0.01%	2545
2018 Q4	–	Sell	-10,295	Closed	-$543K	–	2823
2018 Q3	$543K	Sell	10,295 -16,025	-61%	-$854K	﹤0.01%	2048
2018 Q2	$1.42M	Sell	26,320 -48,648	-65%	-$2.74M	﹤0.01%	1409
2018 Q1	$4.43M	Buy	74,968 +17,951	+31%	+$1.05M	0.01%	839
2017 Q4	$3.25M	Buy	57,017 +3,472	+6%	+$197K	0.01%	941
2017 Q3	$3.04M	Sell	53,545 -1,235	-2%	-$70.5K	0.01%	941
2017 Q2	$3.04M	Buy	54,780 +2,815	+5%	+$156K	0.01%	916
2017 Q1	$2.82M	Buy	51,965 +7,023	+16%	+$377K	0.01%	947
2016 Q4	$2.34M	Buy	+44,942	New	+$2.42M	0.01%	970
2014 Q4	–	Sell	-3,709	Closed	-$218K	–	2458
2014 Q3	$218K	Buy	+3,709	New	+$228K	﹤0.01%	1970

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Stifel Financial's WIP Position: Q2 2023 in Review

Stifel Financial sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2023, closing a stake of 5,227 shares — an estimated $226K sold.

Stifel Financial first reported a position in WIP in Q3 2014 and held it in 23 quarters. The position peaked at $4.43M in Q1 2018. 83 funds tracked by Wall St. Rank hold WIP as of Q2 2023.

Stifel Financial reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2023 after selling out during the quarter.
Stifel Financial sold 5,227 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2023, an estimated $226K.
Stifel Financial first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2014 and held it in 23 quarters.
Stifel Financial's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $4.43M in Q1 2018.
83 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.