OneAscent Financial Services’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

OneAscent Financial Services’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 Q2	$3.03M	Buy	76,834 +4,358	+6%	+$175K	0.14%	102
2026 Q1	$2.87M	Buy	+72,476	New	+$2.92M	0.16%	95
2025 Q4	–	Sell	-69,506	Closed	-$2.73M	–	555
2025 Q3	$2.73M	Sell	69,506 -21,529	-24%	-$836K	0.18%	87
2025 Q2	$3.65M	Buy	91,035 +2,907	+3%	+$112K	0.26%	68
2025 Q1	$3.32M	Buy	88,128 +4,533	+5%	+$168K	0.22%	76
2024 Q4	$3.02M	Buy	+83,595	New	+$3.16M	0.26%	64
2024 Q3	–	Sell	-71,713	Closed	-$2.76M	–	325
2024 Q2	$2.76M	Sell	71,713 -1,240	-2%	-$48.4K	0.38%	41
2024 Q1	$2.92M	Buy	72,953 +15,872	+28%	+$637K	0.32%	54
2023 Q4	$2.39M	Buy	+57,081	New	+$2.26M	0.3%	57

Other funds holding WIP

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OneAscent Financial Services's WIP Position: Q2 2026 in Review

OneAscent Financial Services increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 6% in Q2 2026, buying an estimated $175K and bringing the position to 76,834 shares worth $3.03M. The position accounts for 0.14% of the portfolio, ranked #102.

OneAscent Financial Services first reported a position in WIP in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.65M in Q2 2025. 74 funds tracked by Wall St. Rank hold WIP as of Q2 2026.

OneAscent Financial Services held 76,834 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $3.03M as of Q2 2026.
OneAscent Financial Services bought 4,358 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2026, an estimated $175K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.14% of OneAscent Financial Services's portfolio in Q2 2026, its #102 holding.
OneAscent Financial Services first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2023 and has held it in 9 quarters since.
OneAscent Financial Services's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $3.65M in Q2 2025.
74 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.