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

Towneley Capital Management’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
Q2 		– Sell
-11,119
Closed -$445K – 49
2024
Q1 		$445K Buy
11,119
+63
+0.6% +$2.53K 0.11% 34
2023
Q4 		$464K Buy
+11,056
New +$437K 0.12% 34

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
G
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Towneley Capital Management's WIP Position: Q2 2024 in Review

Towneley Capital Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2024, closing a stake of 11,119 shares — an estimated $445K sold.

Towneley Capital Management first reported a position in WIP in Q4 2023 and held it in 2 quarters. The position peaked at $464K in Q4 2023. 70 funds tracked by Wall St. Rank hold WIP as of Q2 2024.

  • Towneley Capital Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Towneley Capital Management sold 11,119 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2024, an estimated $445K.
  • Towneley Capital Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2023 and held it in 2 quarters.
  • Towneley Capital Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $464K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2024.

Based on Towneley Capital Management's 13F filing for Q2 2024, filed 23 Jul 2024.