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 Q1	$2.87M	Buy	+72,476	New	+$2.92M	0.16%	95
2025 Q3	–	Sell	-91,035	Closed	-$3.65M	–	556
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

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

OneAscent Financial Services's WIP Position: Q1 2026 in Review

OneAscent Financial Services opened a new position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2026: 72,476 shares worth $2.87M. The stake represents 0.16% of the portfolio and ranks #95 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in WIP as recently as Q2 2025.

OneAscent Financial Services first reported a position in WIP in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.65M in Q2 2025. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

OneAscent Financial Services held 72,476 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $2.87M as of Q1 2026.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF was a new OneAscent Financial Services position in Q1 2026.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.16% of OneAscent Financial Services's portfolio in Q1 2026, its #95 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 7 quarters since.
OneAscent Financial Services's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $3.65M 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 OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.