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

Veritable’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 Q3	–	Sell	-17,440	Closed	-$728K	–	831
2023 Q2	$728K	Hold	17,440	–	–	0.01%	444
2023 Q1	$754K	Hold	17,440	–	–	0.01%	435
2022 Q4	$719K	Sell	17,440 -22,770	-57%	-$931K	0.01%	443
2022 Q3	$1.61M	Hold	40,210	–	–	0.03%	256
2022 Q2	$1.82M	Sell	40,210 -3,610	-8%	-$176K	0.03%	260
2022 Q1	$2.37M	Hold	43,820	–	–	0.04%	229
2021 Q4	$2.36M	Hold	43,820	–	–	0.03%	232
2021 Q3	$2.38M	Hold	43,820	–	–	0.04%	212
2021 Q2	$2.47M	Sell	43,820 -14,400	-25%	-$818K	0.04%	206
2021 Q1	$3.23M	Sell	58,220 -870	-1%	-$49.9K	0.06%	164
2020 Q4	$3.47M	Buy	59,090 +1,380	+2%	+$77.2K	0.06%	145
2020 Q3	$3.13M	Buy	+57,710	New	+$3.15M	0.06%	145
2014 Q1	–	Sell	-1,169	Closed	-$68K	–	1010
2013 Q4	$68K	Buy	+1,169	New	+$69.4K	﹤0.01%	919

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Veritable's WIP Position: Q3 2023 in Review

Veritable sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2023, closing a stake of 17,440 shares — an estimated $728K sold.

Veritable first reported a position in WIP in Q4 2013 and held it in 13 quarters. The position peaked at $3.47M in Q4 2020. 74 funds tracked by Wall St. Rank hold WIP as of Q3 2023.

Veritable reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 17,440 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2023, an estimated $728K.
Veritable first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 13 quarters.
Veritable's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $3.47M in Q4 2020.
74 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.