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

Avior 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
2025
Q1 		– Sell
-433
Closed -$15.7K – 2336
2024
Q4 		$15.7K Buy
433
+2
+0.5% +$76 ﹤0.01% 1479
2024
Q3 		$17.4K Buy
431
+1
+0.2% +$39 ﹤0.01% 1404
2024
Q2 		$16.6K Buy
430
+1
+0.2% +$39 ﹤0.01% 1385
2024
Q1 		$17.2K Buy
429
+1
+0.2% +$40 ﹤0.01% 1669
2023
Q4 		$18K Buy
428
+1
+0.2% +$40 ﹤0.01% 898
2023
Q3 		$16.6K Buy
427
+1
+0.2% +$41 ﹤0.01% 971
2023
Q2 		$17.8K Buy
426
+2
+0.5% +$84 ﹤0.01% 948
2023
Q1 		$18.4K Buy
424
+1
+0.2% +$42 ﹤0.01% 960
2022
Q4 		$17.5K Buy
423
+1
+0.2% +$41 ﹤0.01% 773
2022
Q3 		$16K Buy
422
+2
+0.5% +$87 ﹤0.01% 779
2022
Q2 		$19K Buy
420
+2
+0.5% +$98 ﹤0.01% 686
2022
Q1 		$22K Buy
418
+1
+0.2% +$53 ﹤0.01% 696
2021
Q4 		$22K Buy
417
+1
+0.2% +$55 ﹤0.01% 689
2021
Q3 		$22K Sell
416
-57
-12% -$3.23K ﹤0.01% 654
2021
Q2 		$26K Hold
473
– – ﹤0.01% 611
2021
Q1 		$26K Sell
473
-15
-3% -$860 ﹤0.01% 608
2020
Q4 		$28K Hold
488
– – ﹤0.01% 567
2020
Q3 		$26K Buy
488
+1
+0.2% +$55 ﹤0.01% 566
2020
Q2 		$25K Sell
487
-362
-43% -$18.3K ﹤0.01% 547
2020
Q1 		$41K Sell
849
-284
-25% -$15.1K 0.01% 468
2019
Q4 		$62K Buy
1,133
+1
+0.1% +$55 0.01% 457
2019
Q3 		$61K Buy
1,132
+1
+0.1% +$55 0.01% 445
2019
Q2 		$63K Buy
1,131
+1
+0.1% +$54 0.01% 438
2019
Q1 		$61K Hold
1,130
– – 0.01% 421
2018
Q4 		$58K Buy
1,130
+2
+0.2% +$105 0.01% 462
2018
Q3 		$59K Buy
1,128
+2
+0.2% +$107 0.01% 474
2018
Q2 		$61K Buy
1,126
+1
+0.1% +$56 0.01% 473
2018
Q1 		$67K Buy
1,125
+19
+2% +$1.12K 0.02% 467
2017
Q4 		$64K Sell
1,106
-81
-7% -$4.61K 0.01% 468
2017
Q3 		$68K Buy
1,187
+1
+0.1% +$57 0.02% 194
2017
Q2 		$66K Hold
1,186
– – 0.03% 175
2017
Q1 		$65K Sell
1,186
-173
-13% -$9.28K 0.02% 212
2016
Q4 		$71K Sell
1,359
-365
-21% -$19.7K 0.03% 190
2016
Q3 		$98K Buy
1,724
+189
+12% +$10.6K 0.04% 177
2016
Q2 		$84K Buy
1,535
+327
+27% +$17.7K 0.04% 168
2016
Q1 		$66K Buy
+1,208
New +$61.9K 0.03% 183

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ITB
Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Avior Wealth Management's WIP Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2025, closing a stake of 433 shares — an estimated $15.7K sold.

Avior Wealth Management first reported a position in WIP in Q1 2016 and held it in 36 quarters. The position peaked at $98K in Q3 2016. 61 funds tracked by Wall St. Rank hold WIP as of Q1 2025.

  • Avior Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 433 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2025, an estimated $15.7K.
  • Avior Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2016 and held it in 36 quarters.
  • Avior Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $98K in Q3 2016.
  • 61 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.