LBJ Family Wealth Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

LBJ Family Wealth 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 Q2	$9.84M	Buy	250,209 +829	+0.3%	+$33.3K	5.02%	6
2026 Q1	$9.72M	Buy	249,380 +330	+0.1%	+$13.3K	5.7%	6
2025 Q4	$9.81M	Buy	249,050 +2,623	+1%	+$103K	5.4%	6
2025 Q3	$9.66M	Buy	246,427 +4,383	+2%	+$170K	5.27%	6
2025 Q2	$9.65M	Buy	242,044 +3,244	+1%	+$125K	5.62%	6
2025 Q1	$8.96M	Sell	238,800 -916	-0.4%	-$33.9K	5.72%	6
2024 Q4	$8.67M	Buy	239,716 +340	+0.1%	+$12.9K	5.17%	6
2024 Q3	$9.64M	Buy	239,376 +5,179	+2%	+$203K	5.72%	6
2024 Q2	$9.02M	Sell	234,197 -525	-0.2%	-$20.5K	5.67%	6
2024 Q1	$9.38M	Buy	234,722 +9,105	+4%	+$366K	5.96%	6
2023 Q4	$9.46M	Sell	225,617 -4,530	-2%	-$179K	6.55%	6
2023 Q3	$8.96M	Buy	230,147 +2,833	+1%	+$116K	6.72%	5
2023 Q2	$9.49M	Buy	227,314 +3,806	+2%	+$160K	6.59%	5
2023 Q1	$9.66M	Buy	223,508 +2,019	+0.9%	+$85.1K	6.78%	5
2022 Q4	$9.13M	Buy	221,489 +7,681	+4%	+$314K	6.81%	6
2022 Q3	$8.56M	Buy	213,808 +8,646	+4%	+$374K	6.91%	6
2022 Q2	$9.28M	Buy	205,162 +3,358	+2%	+$164K	6.95%	6
2022 Q1	$10.5M	Buy	201,804 +10,961	+6%	+$584K	6.74%	6
2021 Q4	$10.3M	Buy	190,843 +6,384	+3%	+$349K	5.97%	6
2021 Q3	$10.2M	Hold	184,459	–	–	6.09%	6
2021 Q2	$10.4M	Buy	184,459 +1,539	+0.8%	+$87.4K	6.19%	6
2021 Q1	$10.2M	Buy	182,920 +2,004	+1%	+$115K	6.4%	6
2020 Q4	$10.6M	Buy	180,916 +3,022	+2%	+$169K	6.92%	5
2020 Q3	$9.65M	Buy	177,894 +600	+0.3%	+$32.7K	7.3%	5
2020 Q2	$9.31M	Buy	177,294 +517	+0.3%	+$26.1K	7.47%	5
2020 Q1	$8.63M	Buy	176,777 +5,038	+3%	+$268K	8.35%	5
2019 Q4	$9.47M	Buy	171,739 +2,624	+2%	+$143K	6.55%	5
2019 Q3	$9.25M	Sell	169,115 -6,526	-4%	-$359K	6.96%	6
2019 Q2	$9.69M	Buy	175,641 +8,710	+5%	+$470K	7.16%	5
2019 Q1	$9.03M	Buy	166,931 +172	+0.1%	+$9.24K	5.08%	6
2018 Q4	$8.68M	Buy	166,759 +5,150	+3%	+$269K	7.61%	5
2018 Q3	$8.5M	Buy	161,609 +34,924	+28%	+$1.86M	6.52%	6
2018 Q2	$6.87M	Buy	126,685 +879	+0.7%	+$49.4K	5.53%	7
2018 Q1	$7.49M	Buy	125,806 +868	+0.7%	+$51K	6.21%	7
2017 Q4	$7.19M	Buy	124,938 +2,174	+2%	+$124K	5.91%	7
2017 Q3	$7.04M	Sell	122,764 -1,025,106	-89%	-$58.5M	5.99%	7
2017 Q2	$9.19M	Buy	1,147,870 +1,030,000	+874%	+$57.2M	8.29%	5
2017 Q1	$6.46M	Buy	117,870 +11,082	+10%	+$594K	6.13%	7
2016 Q4	$5.55M	Buy	+106,788	New	+$5.75M	5.54%	7

Other funds holding WIP

CSP

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SCM

Sidoxia Capital Management Newport Beach, California $136M AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

LBJ Family Wealth Advisors's WIP Position: Q2 2026 in Review

LBJ Family Wealth Advisors increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 0.33% in Q2 2026, buying an estimated $33.3K and bringing the position to 250,209 shares worth $9.84M. The position accounts for 5.02% of the portfolio, ranked #6.

LBJ Family Wealth Advisors first reported a position in WIP in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.6M in Q4 2020. 20 funds tracked by Wall St. Rank hold WIP as of Q2 2026.

LBJ Family Wealth Advisors held 250,209 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $9.84M as of Q2 2026.
LBJ Family Wealth Advisors bought 829 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2026, an estimated $33.3K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 5.02% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #6 holding.
LBJ Family Wealth Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2016 and has held it in 39 quarters since.
LBJ Family Wealth Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $10.6M in Q4 2020.
20 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.