MA
WIP icon

McGrath & Associates’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

McGrath & Associates’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
2025
Q2 		– Sell
-8,033
Closed -$301K – 44
2025
Q1 		$301K Sell
8,033
-2,744
-25% -$102K 0.55% 34
2024
Q4 		$390K Buy
+10,777
New +$408K 0.79% 30

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
ITB
Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

McGrath & Associates's WIP Position: Q2 2025 in Review

McGrath & Associates sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2025, closing a stake of 8,033 shares — an estimated $301K sold.

McGrath & Associates first reported a position in WIP in Q4 2024 and held it in 2 quarters. The position peaked at $390K in Q4 2024. 60 funds tracked by Wall St. Rank hold WIP as of Q2 2025.

  • McGrath & Associates reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2025 after selling out during the quarter.
  • McGrath & Associates sold 8,033 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2025, an estimated $301K.
  • McGrath & Associates first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2024 and held it in 2 quarters.
  • McGrath & Associates's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $390K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2025.

Based on McGrath & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.