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

Tompkins 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
2024 Q1	–	Sell	-37	Closed	-$1.55K	–	709
2023 Q4	$1.55K	Buy	+37	New	+$1.46K	﹤0.01%	599

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

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

LFWA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

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

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

Tompkins Financial's WIP Position: Q1 2024 in Review

Tompkins Financial sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2024, closing a stake of 37 shares — an estimated $1.55K sold.

Tompkins Financial first reported a position in WIP in Q4 2023 and held it in 1 quarter. The position peaked at $1.55K in Q4 2023. 75 funds tracked by Wall St. Rank hold WIP as of Q1 2024.

Tompkins Financial reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2024 after selling out during the quarter.
Tompkins Financial sold 37 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2024, an estimated $1.55K.
Tompkins Financial first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2023 and held it in 1 quarter.
Tompkins Financial's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.55K in Q4 2023.
75 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2024.

Based on Tompkins Financial's 13F filing for Q1 2024, filed 8 Apr 2024.