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 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lifetime Wealth Management's WIP Position: Q1 2026 in Review

Lifetime Wealth Management increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 2.2% in Q1 2026, buying an estimated $66.9K and bringing the position to 77,391 shares worth $3.06M. The position accounts for 1.74% of the portfolio, ranked #18.

Lifetime Wealth Management first reported a position in WIP in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

Lifetime Wealth Management held 77,391 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $3.06M as of Q1 2026.
Lifetime Wealth Management bought 1,663 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $66.9K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 1.74% of Lifetime Wealth Management's portfolio in Q1 2026, its #18 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 2 quarters since.
64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on Lifetime Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.