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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CSP

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Beacon Pointe Advisors's WIP Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 51% in Q1 2026, selling an estimated $2.01M and leaving 48,717 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #743.

Beacon Pointe Advisors first reported a position in WIP in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.89M in Q4 2025. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

Beacon Pointe Advisors held 48,717 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $1.93M as of Q1 2026.
Beacon Pointe Advisors sold 50,061 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $2.01M.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #743 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 2 quarters since.
Beacon Pointe Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $3.89M in Q4 2025.
64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.