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

Lifetime Wealth Management’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	$3.73M	Buy	94,782 +17,391	+22%	+$699K	2.18%	15
2026 Q1	$3.06M	Buy	77,391 +1,663	+2%	+$66.9K	1.74%	18
2025 Q4	$2.98M	Buy	+75,728	New	+$2.96M	1.87%	16

Other funds holding WIP

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 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

Lifetime Wealth Management's WIP Position: Q2 2026 in Review

Lifetime Wealth Management increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 22% in Q2 2026, buying an estimated $699K and bringing the position to 94,782 shares worth $3.73M. The position accounts for 2.18% of the portfolio, ranked #15.

Lifetime Wealth Management first reported a position in WIP in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold WIP as of Q2 2026.

Lifetime Wealth Management held 94,782 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $3.73M as of Q2 2026.
Lifetime Wealth Management bought 17,391 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2026, an estimated $699K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 2.18% of Lifetime Wealth Management's portfolio in Q2 2026, its #15 holding.
Lifetime Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2025 and has held it in 3 quarters since.
74 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.