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Glass Jacobson Investment Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-1,816
Closed -$65.7K – 856
2025
Q1 		$65.7K Hold
1,816
– – 0.02% 340
2024
Q4 		$65.7K Buy
1,816
+30
+2% +$1.13K 0.02% 340
2024
Q3 		$72K Buy
1,786
+26
+1% +$1.02K 0.02% 317
2024
Q2 		$67.8K Buy
1,760
+32
+2% +$1.25K 0.02% 310
2024
Q1 		$69.1K Buy
1,728
+11
+0.6% +$442 0.03% 308
2023
Q4 		$72K Buy
+1,717
New +$67.9K 0.03% 298

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
ITB
Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

Glass Jacobson Investment Advisors's WIP Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2025, closing a stake of 1,816 shares — an estimated $65.7K sold.

Glass Jacobson Investment Advisors first reported a position in WIP in Q4 2023 and held it in 6 quarters. The position peaked at $72K in Q4 2023. 60 funds tracked by Wall St. Rank hold WIP as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,816 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2025, an estimated $65.7K.
  • Glass Jacobson Investment Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2023 and held it in 6 quarters.
  • Glass Jacobson Investment Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $72K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.