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

Rockefeller Capital 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	$176K	Sell	4,445 -399	-8%	-$16.1K	﹤0.01%	2576
2025 Q4	$191K	Sell	4,844 -135	-3%	-$5.28K	﹤0.01%	2402
2025 Q3	$195K	Buy	+4,979	New	+$193K	﹤0.01%	2243
2023 Q1	–	Sell	-2,575	Closed	-$106K	–	3881
2022 Q4	$106K	Sell	2,575 -191	-7%	-$7.81K	﹤0.01%	2001
2022 Q3	$110K	Buy	2,766 +2,337	+545%	+$101K	﹤0.01%	1943
2022 Q2	$19K	Sell	429 -198	-32%	-$9.67K	﹤0.01%	2784
2022 Q1	$33K	Sell	627 -139	-18%	-$7.41K	﹤0.01%	2505
2021 Q4	$41K	Sell	766 -49	-6%	-$2.68K	﹤0.01%	2311
2021 Q3	$44K	Buy	815 +18	+2%	+$1.02K	﹤0.01%	2198
2021 Q2	$45K	Buy	797 +696	+689%	+$39.5K	﹤0.01%	2134
2021 Q1	$5K	Buy	+101	New	+$5.79K	﹤0.01%	2914

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

Rockefeller Capital Management's WIP Position: Q1 2026 in Review

Rockefeller Capital Management reduced its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 8.2% in Q1 2026, selling an estimated $16.1K and leaving 4,445 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

Rockefeller Capital Management first reported a position in WIP in Q1 2021 and has held it in 11 quarters since. The position peaked at $195K in Q3 2025. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

Rockefeller Capital Management held 4,445 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $176K as of Q1 2026.
Rockefeller Capital Management sold 399 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $16.1K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2576 holding.
Rockefeller Capital Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2021 and has held it in 11 quarters since.
Rockefeller Capital Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $195K in Q3 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 Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.