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

Beacon Pointe Advisors’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
2026 Q2	$1.43M	Sell	36,200 -12,517	-26%	-$503K	0.01%	895
2026 Q1	$1.93M	Sell	48,717 -50,061	-51%	-$2.01M	0.01%	743
2025 Q4	$3.89M	Buy	+98,778	New	+$3.86M	0.03%	450

Other funds holding WIP

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

LFWA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Pointe Advisors's WIP Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 26% in Q2 2026, selling an estimated $503K and leaving 36,200 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #895.

Beacon Pointe Advisors first reported a position in WIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.89M in Q4 2025. 74 funds tracked by Wall St. Rank hold WIP as of Q2 2026.

Beacon Pointe Advisors held 36,200 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $1.43M as of Q2 2026.
Beacon Pointe Advisors sold 12,517 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2026, an estimated $503K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #895 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2025 and has held it in 3 quarters since.
Beacon Pointe Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $3.89M in Q4 2025.
74 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.