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

Napa 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
2024
Q4 		– Sell
-10,383
Closed -$418K – 217
2024
Q3 		$418K Buy
+10,383
New +$408K 0.2% 107

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
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ITB
Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

Napa Wealth Management's WIP Position: Q4 2024 in Review

Napa Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2024, closing a stake of 10,383 shares — an estimated $418K sold.

Napa Wealth Management first reported a position in WIP in Q3 2024 and held it in 1 quarter. The position peaked at $418K in Q3 2024. 61 funds tracked by Wall St. Rank hold WIP as of Q4 2024.

  • Napa Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Napa Wealth Management sold 10,383 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2024, an estimated $418K.
  • Napa Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2024 and held it in 1 quarter.
  • Napa Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $418K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.