Jones Financial Companies
WIP icon

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

Jones Financial Companies’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 		$55.9K Sell
1,430
-172
-11% -$6.92K ﹤0.01% 2915
2025
Q4 		$63.1K Buy
1,602
+1,033
+182% +$40.4K ﹤0.01% 2420
2025
Q3 		$22.2K Buy
569
+141
+33% +$5.47K ﹤0.01% 2741
2025
Q2 		$16.9K Buy
+428
New +$16.5K ﹤0.01% 2672
2013
Q3 		– Sell
-200
Closed -$12K – 843
2013
Q2 		$12K Buy
+200
New +$12.3K ﹤0.01% 568

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies's WIP Position: Q1 2026 in Review

Jones Financial Companies reduced its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 11% in Q1 2026, selling an estimated $6.92K and leaving 1,430 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2915.

Jones Financial Companies first reported a position in WIP in Q2 2013 and has held it in 5 quarters since. The position peaked at $63.1K in Q4 2025. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

  • Jones Financial Companies held 1,430 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $55.9K as of Q1 2026.
  • Jones Financial Companies sold 172 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $6.92K.
  • State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2915 holding.
  • Jones Financial Companies first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and has held it in 5 quarters since.
  • Jones Financial Companies's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $63.1K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.