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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
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

State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
G
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Global Investments's WIP Position: Q1 2026 in Review

Summit Global Investments held its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) position steady in Q1 2026 at 6,731 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #434.

Summit Global Investments first reported a position in WIP in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.93M in Q1 2021. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

  • Summit Global Investments held 6,731 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $267K as of Q1 2026.
  • Summit Global Investments left its State Street SPDR FTSE International Government Inflation-Protected Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.02% of Summit Global Investments's portfolio in Q1 2026, its #434 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 22 quarters since.
  • Summit Global Investments's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $2.93M in Q1 2021.
  • 64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.