Comprehensive Money Management Services’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Comprehensive Money Management Services’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	$1.5M	Buy	37,792 +2,330	+7%	+$93.8K	0.98%	25
2025 Q4	$1.4M	Buy	35,462 +2,134	+6%	+$83.5K	0.96%	27
2025 Q3	$1.31M	Buy	33,328 +2,773	+9%	+$108K	0.93%	30
2025 Q2	$1.22M	Buy	30,555 +787	+3%	+$30.3K	0.92%	30
2025 Q1	$1.12M	Buy	29,768 +1,265	+4%	+$46.9K	0.9%	30
2024 Q4	$1.03M	Buy	+28,503	New	+$1.08M	0.85%	34

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

Comprehensive Money Management Services's WIP Position: Q1 2026 in Review

Comprehensive Money Management Services increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 6.6% in Q1 2026, buying an estimated $93.8K and bringing the position to 37,792 shares worth $1.5M. The position accounts for 0.98% of the portfolio, ranked #25.

Comprehensive Money Management Services first reported a position in WIP in Q4 2024 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

Comprehensive Money Management Services held 37,792 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $1.5M as of Q1 2026.
Comprehensive Money Management Services bought 2,330 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $93.8K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.98% of Comprehensive Money Management Services's portfolio in Q1 2026, its #25 holding.
Comprehensive Money Management Services first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2024 and has held it in 6 quarters since.
64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.