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

SRH 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 Q1	–	Sell	-260	Closed	-$9.41K	–	287
2024 Q4	$9.41K	Hold	260	–	–	﹤0.01%	217
2024 Q3	$10.5K	Hold	260	–	–	﹤0.01%	212
2024 Q2	$10K	Hold	260	–	–	﹤0.01%	214
2024 Q1	$10.4K	Hold	260	–	–	﹤0.01%	220
2023 Q4	$10.9K	Hold	260	–	–	﹤0.01%	206
2023 Q3	$10.1K	Hold	260	–	–	﹤0.01%	196
2023 Q2	$11.2K	Hold	260	–	–	0.01%	191
2023 Q1	$11K	Hold	260	–	–	0.01%	192
2022 Q4	$11K	Hold	260	–	–	0.01%	194
2022 Q3	$10K	Hold	260	–	–	0.01%	207
2022 Q2	$12K	Hold	260	–	–	0.01%	195
2022 Q1	$14K	Hold	260	–	–	0.02%	199
2021 Q4	$14K	Hold	260	–	–	0.02%	201
2021 Q3	$14K	Hold	260	–	–	0.02%	198
2021 Q2	$15K	Hold	260	–	–	0.02%	192
2021 Q1	$14K	Hold	260	–	–	0.02%	188
2020 Q4	$15K	Hold	260	–	–	0.02%	179
2020 Q3	$14K	Hold	260	–	–	0.03%	164
2020 Q2	$14K	Hold	260	–	–	0.03%	148
2020 Q1	$13K	Hold	260	–	–	0.04%	139
2019 Q4	$14K	Hold	260	–	–	0.04%	146
2019 Q3	$14K	Hold	260	–	–	0.05%	145
2019 Q2	$14K	Hold	260	–	–	0.05%	147
2019 Q1	$14K	Hold	260	–	–	0.05%	138
2018 Q4	$14K	Hold	260	–	–	0.05%	136
2018 Q3	$14K	Hold	260	–	–	0.05%	157
2018 Q2	$14K	Hold	260	–	–	0.05%	150
2018 Q1	$15K	Hold	260	–	–	0.06%	126
2017 Q4	$15K	Hold	260	–	–	0.06%	123
2017 Q3	$15K	Hold	260	–	–	0.06%	117
2017 Q2	$14K	Hold	260	–	–	0.07%	100
2017 Q1	$14K	Hold	260	–	–	0.07%	96
2016 Q4	$14K	Hold	260	–	–	0.07%	96
2016 Q3	$15K	Hold	260	–	–	0.08%	89
2016 Q2	$14K	Hold	260	–	–	0.07%	95
2016 Q1	$14K	Hold	260	–	–	0.08%	95
2015 Q4	$13K	Hold	260	–	–	0.08%	94
2015 Q3	$14K	Hold	260	–	–	0.08%	93
2015 Q2	$14K	Hold	260	–	–	0.09%	94
2015 Q1	$14K	Hold	260	–	–	0.09%	82
2014 Q4	$15K	Hold	260	–	–	0.1%	84
2014 Q3	$15K	Hold	260	–	–	0.12%	79
2014 Q2	$16K	Hold	260	–	–	0.13%	76
2014 Q1	$16K	Hold	260	–	–	0.13%	77
2013 Q4	$15K	Buy	+260	New	+$15.4K	0.15%	75

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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

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

TFF

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

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

CSP

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

SRH Advisors's WIP Position: Q1 2025 in Review

SRH Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2025, closing a stake of 260 shares — an estimated $9.41K sold.

SRH Advisors first reported a position in WIP in Q4 2013 and held it in 45 quarters. The position peaked at $16K in Q2 2014. 61 funds tracked by Wall St. Rank hold WIP as of Q1 2025.

SRH Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2025 after selling out during the quarter.
SRH Advisors sold 260 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2025, an estimated $9.41K.
SRH Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 45 quarters.
SRH Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $16K in Q2 2014.
61 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2025.

Based on SRH Advisors's 13F filing for Q1 2025, filed 5 May 2025.