Empirical Asset Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Empirical Asset 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
2026 Q1	$433K	Sell	10,938 -610	-5%	-$24.5K	0.11%	239
2025 Q4	$455K	Sell	11,548 -1,333	-10%	-$52.1K	0.13%	212
2025 Q3	$505K	Buy	12,881 +498	+4%	+$19.3K	0.14%	227
2025 Q2	$494K	Buy	12,383 +431	+4%	+$16.6K	0.15%	207
2025 Q1	$448K	Buy	11,952 +1,678	+16%	+$62.2K	0.15%	211
2024 Q4	$372K	Buy	10,274 +563	+6%	+$21.3K	0.12%	202
2024 Q3	$391K	Sell	9,711 -1,337	-12%	-$52.5K	0.14%	195
2024 Q2	$425K	Sell	11,048 -122	-1%	-$4.76K	0.16%	188
2024 Q1	$447K	Sell	11,170 -831	-7%	-$33.4K	0.22%	123
2023 Q4	$503K	Sell	12,001 -466	-4%	-$18.4K	0.41%	89
2023 Q3	$485K	Sell	12,467 -389	-3%	-$15.9K	0.42%	89
2023 Q2	$537K	Buy	12,856 +606	+5%	+$25.4K	0.48%	73
2023 Q1	$529K	Sell	12,250 -3,599	-23%	-$152K	0.51%	70
2022 Q4	$653K	Sell	15,849 -855	-5%	-$35K	0.69%	45
2022 Q3	$668K	Sell	16,704 -668	-4%	-$28.9K	0.73%	43
2022 Q2	$786K	Sell	17,372 -50	-0.3%	-$2.44K	0.83%	36
2022 Q1	$940K	Buy	17,422 +3,242	+23%	+$173K	0.89%	35
2021 Q4	$763K	Buy	+14,180	New	+$776K	0.74%	38

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

Empirical Asset Management's WIP Position: Q1 2026 in Review

Empirical Asset Management reduced its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 5.3% in Q1 2026, selling an estimated $24.5K and leaving 10,938 shares worth $433K. The position accounts for 0.11% of the portfolio, ranked #239.

Empirical Asset Management first reported a position in WIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $940K in Q1 2022. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

Empirical Asset Management held 10,938 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $433K as of Q1 2026.
Empirical Asset Management sold 610 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $24.5K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.11% of Empirical Asset Management's portfolio in Q1 2026, its #239 holding.
Empirical Asset Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2021 and has held it in 18 quarters since.
Empirical Asset Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $940K in Q1 2022.
64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.