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

Mount Lucas 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	$877K	Buy	22,138 +900	+4%	+$36.2K	0.32%	91
2025 Q4	$837K	Buy	21,238 +682	+3%	+$26.7K	0.33%	112
2025 Q3	$806K	Buy	20,556 +1,055	+5%	+$41K	0.33%	104
2025 Q2	$778K	Buy	19,501 +8,808	+82%	+$339K	0.33%	91
2025 Q1	$401K	Buy	+10,693	New	+$396K	0.13%	128
2024 Q4	–	Sell	-18,698	Closed	-$753K	–	150
2024 Q3	$753K	Buy	+18,698	New	+$734K	0.26%	104
2024 Q2	–	Sell	-18,113	Closed	-$724K	–	188
2024 Q1	$724K	Buy	18,113 +5,213	+40%	+$209K	0.2%	114
2023 Q4	$541K	Buy	+12,900	New	+$510K	0.16%	115
2023 Q3	–	Sell	-11,358	Closed	-$474K	–	143
2023 Q2	$474K	Buy	+11,358	New	+$476K	0.16%	122
2022 Q2	–	Sell	-47	Closed	-$3K	–	133
2022 Q1	$3K	Buy	+47	New	+$2.51K	﹤0.01%	111
2021 Q4	–	Sell	-13,454	Closed	-$732K	–	163
2021 Q3	$732K	Sell	13,454 -6,401	-32%	-$362K	0.22%	94
2021 Q2	$1.12M	Buy	19,855 +715	+4%	+$40.6K	0.3%	84
2021 Q1	$1.06M	Buy	19,140 +580	+3%	+$33.3K	0.31%	83
2020 Q4	$1.09M	Buy	18,560 +1,541	+9%	+$86.2K	0.23%	107
2020 Q3	$923K	Buy	+17,019	New	+$929K	0.19%	77
2020 Q1	–	Sell	-23,861	Closed	-$1.31M	–	81
2019 Q4	$1.31M	Buy	23,861 +109	+0.5%	+$5.95K	0.26%	81
2019 Q3	$1.3M	Sell	23,752 -924	-4%	-$50.8K	0.23%	78
2019 Q2	$1.37M	Buy	24,676 +2,109	+9%	+$114K	0.23%	83
2019 Q1	$1.22M	Buy	+22,567	New	+$1.21M	0.2%	81
2018 Q2	–	Sell	-24,508	Closed	-$1.46M	–	93
2018 Q1	$1.46M	Buy	24,508 +10,057	+70%	+$591K	0.23%	81
2017 Q4	$831K	Buy	14,451 +281	+2%	+$16K	0.14%	94
2017 Q3	$812K	Buy	14,170 +11,928	+532%	+$681K	0.15%	100
2017 Q2	$125K	Buy	2,242 +1,723	+332%	+$95.6K	0.02%	127
2017 Q1	$28K	Buy	+519	New	+$27.8K	0.01%	141
2016 Q4	–	Sell	-2,016	Closed	-$115K	–	174
2016 Q3	$115K	Buy	+2,016	New	+$113K	0.02%	132

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

Mount Lucas Management's WIP Position: Q1 2026 in Review

Mount Lucas Management increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 4.2% in Q1 2026, buying an estimated $36.2K and bringing the position to 22,138 shares worth $877K. The position accounts for 0.32% of the portfolio, ranked #91.

Mount Lucas Management first reported a position in WIP in Q3 2016 and has held it in 25 quarters since. The position peaked at $1.46M in Q1 2018. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

Mount Lucas Management held 22,138 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $877K as of Q1 2026.
Mount Lucas Management bought 900 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $36.2K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.32% of Mount Lucas Management's portfolio in Q1 2026, its #91 holding.
Mount Lucas Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2016 and has held it in 25 quarters since.
Mount Lucas Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.46M in Q1 2018.
64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.