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

Tradition Wealth 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
2023 Q4	–	Sell	-338	Closed	-$13K	–	1380
2023 Q3	$13K	Hold	338	–	–	﹤0.01%	957
2023 Q2	$14K	Buy	+338	New	+$14.2K	﹤0.01%	971

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

LFWA

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

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

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

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

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

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

Tradition Wealth Management's WIP Position: Q4 2023 in Review

Tradition Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2023, closing a stake of 338 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in WIP in Q2 2023 and held it in 2 quarters. The position peaked at $14K in Q2 2023. 75 funds tracked by Wall St. Rank hold WIP as of Q4 2023.

Tradition Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 338 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2023, an estimated $13K.
Tradition Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2023 and held it in 2 quarters.
Tradition Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $14K in Q2 2023.
75 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.