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

Montag & 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
2026 Q1	–	Sell	-326	Closed	-$12.8K	–	985
2025 Q4	$12.8K	Hold	326	–	–	﹤0.01%	748
2025 Q3	$12.8K	Hold	326	–	–	﹤0.01%	733
2025 Q2	$13K	Hold	326	–	–	﹤0.01%	717
2025 Q1	$12.2K	Buy	+326	New	+$12.1K	﹤0.01%	770

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

Montag & Associates's WIP Position: Q1 2026 in Review

Montag & Associates sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2026, closing a stake of 326 shares — an estimated $12.8K sold.

Montag & Associates first reported a position in WIP in Q1 2025 and held it in 4 quarters. The position peaked at $13K in Q2 2025. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

Montag & Associates reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2026 after selling out during the quarter.
Montag & Associates sold 326 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $12.8K.
Montag & Associates first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2025 and held it in 4 quarters.
Montag & Associates's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $13K in Q2 2025.
64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.