KAS
WIP icon

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

Kestra Advisory Services’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
-1,368
Closed -$53.9K – 4392
2025
Q4 		$53.9K Buy
+1,368
New +$53.5K ﹤0.01% 3892
2025
Q2 		– Sell
-9,041
Closed -$339K – 2998
2025
Q1 		$339K Sell
9,041
-2,755
-23% -$102K ﹤0.01% 2080
2024
Q4 		$427K Buy
11,796
+1,091
+10% +$41.3K ﹤0.01% 1979
2024
Q3 		$431K Sell
10,705
-1,503
-12% -$59K ﹤0.01% 1861
2024
Q2 		$470K Buy
12,208
+1,547
+15% +$60.4K ﹤0.01% 1819
2024
Q1 		$426K Sell
10,661
-589
-5% -$23.7K ﹤0.01% 1768
2023
Q4 		$472K Buy
11,250
+472
+4% +$18.7K ﹤0.01% 1565
2023
Q3 		$419K Buy
10,778
+2,968
+38% +$121K ﹤0.01% 1468
2023
Q2 		$326K Buy
7,810
+676
+9% +$28.4K ﹤0.01% 1560
2023
Q1 		$308K Buy
7,134
+1,116
+19% +$47.1K ﹤0.01% 1543
2022
Q4 		$248K Buy
6,018
+371
+7% +$15.2K ﹤0.01% 1874
2022
Q3 		$226K Buy
+5,647
New +$245K ﹤0.01% 1796
2021
Q4 		– Sell
-5,366
Closed -$292K – 2203
2021
Q3 		$292K Buy
+5,366
New +$304K ﹤0.01% 1691

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

Kestra Advisory Services's WIP Position: Q1 2026 in Review

Kestra Advisory Services sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2026, closing a stake of 1,368 shares — an estimated $53.9K sold.

Kestra Advisory Services first reported a position in WIP in Q3 2021 and held it in 13 quarters. The position peaked at $472K in Q4 2023. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

  • Kestra Advisory Services reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,368 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $53.9K.
  • Kestra Advisory Services first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2021 and held it in 13 quarters.
  • Kestra Advisory Services's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $472K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.