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Calton & Associates’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Calton & Associates’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 		$535K Buy
13,519
+3
+0% +$121 0.08% 223
2025
Q4 		$532K Sell
13,516
-193
-1% -$7.55K 0.08% 241
2025
Q3 		$538K Buy
13,709
+5,028
+58% +$195K 0.08% 223
2025
Q2 		$346K Buy
8,681
+3,128
+56% +$120K 0.06% 259
2025
Q1 		$208K Sell
5,553
-1,686
-23% -$62.5K 0.05% 313
2024
Q4 		$262K Buy
7,239
+652
+10% +$24.7K 0.12% 161
2024
Q3 		$265K Sell
6,587
-2,910
-31% -$114K 0.1% 185
2024
Q2 		$366K Sell
9,497
-4,468
-32% -$174K 0.18% 118
2024
Q1 		$558K Sell
13,965
-1,140
-8% -$45.8K 0.27% 87
2023
Q4 		$633K Buy
+15,105
New +$597K 0.25% 91
2023
Q3 		– Sell
-16,963
Closed -$708K – 259
2023
Q2 		$708K Sell
16,963
-302
-2% -$12.7K 0.33% 74
2023
Q1 		$746K Buy
17,265
+180
+1% +$7.59K 0.35% 71
2022
Q4 		$704K Buy
17,085
+1,567
+10% +$64.1K 0.27% 91
2022
Q3 		$621K Buy
15,518
+2,280
+17% +$98.7K 0.36% 68
2022
Q2 		$598K Sell
13,238
-310
-2% -$15.1K 0.33% 78
2022
Q1 		$731K Sell
13,548
-347
-2% -$18.5K 0.22% 123
2021
Q4 		$747K Buy
13,895
+802
+6% +$43.9K 0.2% 130
2021
Q3 		$712K Sell
13,093
-284
-2% -$16.1K 0.16% 158
2021
Q2 		$755K Buy
13,377
+2,183
+20% +$124K 0.14% 155
2021
Q1 		$622K Buy
11,194
+416
+4% +$23.8K 0.12% 161
2020
Q4 		$633K Buy
10,778
+659
+7% +$36.9K 0.11% 153
2020
Q3 		$549K Sell
10,119
-865
-8% -$47.2K 0.11% 143
2020
Q2 		$577K Sell
10,984
-1,366
-11% -$68.9K 0.13% 134
2020
Q1 		$603K Buy
12,350
+1,273
+11% +$67.7K 0.15% 122
2019
Q4 		$610K Buy
11,077
+2,420
+28% +$132K 0.12% 151
2019
Q3 		$474K Buy
8,657
+2,705
+45% +$149K 0.11% 163
2019
Q2 		$331K Buy
5,952
+556
+10% +$30K 0.09% 181
2019
Q1 		$292K Buy
5,396
+1,194
+28% +$64.1K 0.09% 192
2018
Q4 		$219K Buy
+4,202
New +$220K 0.08% 200
2018
Q1 		– Sell
-1,146
Closed -$67K – 1275
2017
Q4 		$67K Buy
+1,146
New +$65.1K 0.02% 590

Other funds holding WIP

State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
G
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Calton & Associates's WIP Position: Q1 2026 in Review

Calton & Associates increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 0.02% in Q1 2026, buying an estimated $121 and bringing the position to 13,519 shares worth $535K. The position accounts for 0.08% of the portfolio, ranked #223.

Calton & Associates first reported a position in WIP in Q4 2017 and has held it in 30 quarters since. The position peaked at $755K in Q2 2021. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

  • Calton & Associates held 13,519 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $535K as of Q1 2026.
  • Calton & Associates bought 3 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $121.
  • State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.08% of Calton & Associates's portfolio in Q1 2026, its #223 holding.
  • Calton & Associates first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2017 and has held it in 30 quarters since.
  • Calton & Associates's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $755K in Q2 2021.
  • 64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.