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

Provenance Wealth Advisors’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
2025 Q2	–	Sell	-34	Closed	-$1.27K	–	550
2025 Q1	$1.27K	Hold	34	–	–	﹤0.01%	449
2024 Q4	$1.23K	Hold	34	–	–	﹤0.01%	474
2024 Q3	$1.37K	Hold	34	–	–	﹤0.01%	504
2024 Q2	$1.31K	Sell	34 -12	-26%	-$469	﹤0.01%	418
2024 Q1	$1.84K	Hold	46	–	–	﹤0.01%	416
2023 Q4	$1.93K	Buy	46 +22	+92%	+$870	﹤0.01%	458
2023 Q3	$934	Buy	+24	New	+$981	﹤0.01%	411

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

ITB

Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

Provenance Wealth Advisors's WIP Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2025, closing a stake of 34 shares — an estimated $1.27K sold.

Provenance Wealth Advisors first reported a position in WIP in Q3 2023 and held it in 7 quarters. The position peaked at $1.93K in Q4 2023. 60 funds tracked by Wall St. Rank hold WIP as of Q2 2025.

Provenance Wealth Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2025 after selling out during the quarter.
Provenance Wealth Advisors sold 34 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2025, an estimated $1.27K.
Provenance Wealth Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2023 and held it in 7 quarters.
Provenance Wealth Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.93K in Q4 2023.
60 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.