RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2016 Q4	–	Sell	-226	Closed	-$12.9K	–	897
2016 Q3	$12.9K	Sell	226 -125	-36%	-$6.99K	0.01%	159
2016 Q2	$19.3K	Sell	351 -6	-2%	-$325	0.01%	137
2016 Q1	$19.4K	Sell	357 -15	-4%	-$769	0.01%	146
2015 Q4	$18.7K	Hold	372	–	–	0.01%	145
2015 Q3	$19.4K	Sell	372 -61	-14%	-$3.25K	0.01%	142
2015 Q2	$23.8K	Buy	+433	New	+$24K	0.01%	126

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFWA

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WIP Position: Q4 2016 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2016, closing a stake of 226 shares — an estimated $12.9K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WIP in Q2 2015 and held it in 6 quarters. The position peaked at $23.8K in Q2 2015. 86 funds tracked by Wall St. Rank hold WIP as of Q4 2016.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2016 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 226 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2016, an estimated $12.9K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2015 and held it in 6 quarters.
RAFFA WEALTH MANAGEMENT, LLC's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $23.8K in Q2 2015.
86 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2016.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2016, filed 27 Jul 2026.