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

Western 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
2021 Q2	$2.41M	Buy	+42,655	New	+$2.42M	0.25%	94
2021 Q1	–	Sell	-43,047	Closed	-$2.53M	–	543
2020 Q4	$2.53M	Buy	+43,047	New	+$2.41M	0.37%	57
2020 Q3	–	Sell	-9,434	Closed	-$495K	–	477
2020 Q2	$495K	Buy	+9,434	New	+$476K	0.09%	230
2019 Q3	–	Sell	-12,946	Closed	-$721K	–	427
2019 Q2	$721K	Sell	12,946 -195	-1%	-$10.5K	0.09%	170
2019 Q1	$713K	Buy	+13,141	New	+$706K	0.16%	149

Other funds holding WIP

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

LFWA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Western Wealth Management's WIP Position: Q2 2021 in Review

Western Wealth Management opened a new position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2021: 42,655 shares worth $2.41M. The stake represents 0.25% of the portfolio and ranks #94 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in WIP as recently as Q4 2020.

Western Wealth Management first reported a position in WIP in Q1 2019 and has held it in 5 quarters since. The position peaked at $2.53M in Q4 2020. 99 funds tracked by Wall St. Rank hold WIP as of Q2 2021.

Western Wealth Management held 42,655 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $2.41M as of Q2 2021.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF was a new Western Wealth Management position in Q2 2021.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.25% of Western Wealth Management's portfolio in Q2 2021, its #94 holding.
Western Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2019 and has held it in 5 quarters since.
Western Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $2.53M in Q4 2020.
99 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2021.

Based on Western Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.