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

Garton & Associates Financial 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	–	Sell	-285	Closed	-$11.2K	–	702
2025 Q4	$11.2K	Buy	+285	New	+$11.1K	0.01%	803

Other funds holding WIP

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

HFS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CSP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Garton & Associates Financial Advisors's WIP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2026, closing a stake of 285 shares — an estimated $11.2K sold.

Garton & Associates Financial Advisors first reported a position in WIP in Q4 2025 and held it in 1 quarter. The position peaked at $11.2K in Q4 2025. 66 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 285 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $11.2K.
Garton & Associates Financial Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $11.2K in Q4 2025.
66 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.