Summit Global Investments’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Summit Global Investments’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 Q3	$257K	Buy	6,735 +2	+0%	+$78	0.01%	468
2026 Q2	$265K	Buy	6,733 +2	+0%	+$80	0.01%	478
2026 Q1	$267K	Hold	6,731	–	–	0.02%	434
2025 Q4	$265K	Buy	6,731 +2	+0%	+$78	0.02%	431
2025 Q3	$264K	Sell	6,729 -40	-0.6%	-$1.55K	0.02%	415
2025 Q2	$270K	Buy	6,769 +1	+0%	+$38	0.02%	405
2025 Q1	$254K	Sell	6,768 -21	-0.3%	-$778	0.02%	385
2024 Q4	$246K	Buy	6,789 +2	+0%	+$76	0.02%	474
2024 Q3	$273K	Buy	6,787 +1	+0%	+$39	0.02%	435
2024 Q2	$261K	Sell	6,786 -50	-0.7%	-$1.95K	0.02%	436
2024 Q1	$273K	Hold	6,836	–	–	0.02%	420
2023 Q4	$287K	Sell	6,836 -28	-0.4%	-$1.11K	0.02%	443
2023 Q3	$267K	Buy	6,864 +1	+0%	+$41	0.02%	443
2023 Q2	$287K	Buy	6,863 +2	+0%	+$84	0.02%	434
2023 Q1	$297K	Buy	6,861 +1	+0%	+$42	0.02%	428
2022 Q4	$283K	Buy	6,860 +3	+0%	+$123	0.02%	401
2022 Q3	$274K	Sell	6,857 -39	-0.6%	-$1.69K	0.03%	411
2022 Q2	$312K	Buy	6,896 +2	+0%	+$98	0.03%	391
2022 Q1	$372K	Buy	6,894 +2	+0%	+$107	0.03%	379
2021 Q4	$371K	Hold	6,892	–	–	0.02%	418
2021 Q3	$375K	Sell	6,892 -44,963	-87%	-$2.55M	0.03%	356
2021 Q2	$2.93M	Sell	51,855 -975	-2%	-$55.4K	0.18%	103
2021 Q1	$2.93M	Buy	+52,830	New	+$3.03M	0.19%	95
2019 Q2	–	Sell	-37,164	Closed	-$2.01M	–	319
2019 Q1	$2.01M	Buy	+37,164	New	+$2M	0.26%	95

Other funds holding WIP

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return

Sidoxia Capital Management Newport Beach, California $142M AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Pflug Koory Omaha, Nebraska $243M AUM 30.88% 1-Year Est. Return

Summit Global Investments's WIP Position: Q3 2026 in Review

Summit Global Investments increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 0.03% in Q3 2026, buying an estimated $78 and bringing the position to 6,735 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #468.

Summit Global Investments first reported a position in WIP in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.93M in Q1 2021. 11 funds tracked by Wall St. Rank hold WIP as of Q3 2026.

Summit Global Investments held 6,735 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $257K as of Q3 2026.
Summit Global Investments bought 2 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2026, an estimated $78.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.01% of Summit Global Investments's portfolio in Q3 2026, its #468 holding.
Summit Global Investments first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2019 and has held it in 24 quarters since.
Summit Global Investments's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $2.93M in Q1 2021.
11 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.