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

GenTrust’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
2021 Q1	–	Sell	-342,577	Closed	-$20.1M	–	202
2020 Q4	$20.1M	Buy	+342,577	New	+$19.2M	1.76%	16

Other funds holding WIP

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFS

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CSP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

GenTrust's WIP Position: Q2 2026 in Review

GenTrust held its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) position steady in Q2 2026 at 269,313 shares worth $10.6M. The position accounts for 0.41% of the portfolio, ranked #41.

GenTrust first reported a position in WIP in Q4 2016 and has held it in 38 quarters since. The position peaked at $25.1M in Q1 2022. 74 funds tracked by Wall St. Rank hold WIP as of Q2 2026.

GenTrust held 269,313 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $10.6M as of Q2 2026.
GenTrust left its State Street SPDR FTSE International Government Inflation-Protected Bond ETF share count unchanged in Q2 2026.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.41% of GenTrust's portfolio in Q2 2026, its #41 holding.
GenTrust first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2016 and has held it in 38 quarters since.
GenTrust's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $25.1M in Q1 2022.
74 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.