The Family Firm’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

The Family Firm’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	$5.84M	Buy	146,472 +6,637	+5%	+$255K	1.41%	20
2025 Q1	$5.24M	Sell	139,835 -195,882	-58%	-$7.26M	1.17%	19
2024 Q4	$5.11M	Buy	335,717 +4,757	+1%	+$180K	1.14%	21
2024 Q3	$5.48M	Buy	330,960 +13,553	+4%	+$532K	1.2%	18
2024 Q2	$4.72M	Buy	317,407 +203,689	+179%	+$7.95M	1.05%	21
2024 Q1	$4.55M	Buy	113,718 +1,548	+1%	+$62.2K	1.11%	22
2023 Q4	$4.7M	Sell	112,170 -5,845	-5%	-$231K	1.21%	19
2023 Q3	$4.59M	Buy	118,015 +1,805	+2%	+$73.8K	1.29%	17
2023 Q2	$4.85M	Buy	116,210 +7,206	+7%	+$302K	1.28%	16
2023 Q1	$4.71M	Buy	109,004 +1,923	+2%	+$81.1K	1.31%	17
2022 Q4	$4.41M	Buy	107,081 +11,381	+12%	+$465K	1.29%	17
2022 Q3	$3.83M	Buy	95,700 +231	+0.2%	+$10K	1.22%	18
2022 Q2	$4.32M	Buy	95,469 +5,125	+6%	+$250K	1.27%	17
2022 Q1	$4.88M	Sell	90,344 -173	-0.2%	-$9.22K	1.28%	17
2021 Q4	$4.87M	Buy	90,517 +3,953	+5%	+$216K	1.26%	17
2021 Q3	$4.83M	Buy	86,564 +4,706	+6%	+$266K	1.27%	17
2021 Q2	$4.62M	Buy	81,858 +1,834	+2%	+$104K	1.26%	16
2021 Q1	$4.44M	Sell	80,024 -33	-0%	-$1.89K	1.28%	16
2020 Q4	$4.65M	Buy	80,057 +1,414	+2%	+$79.1K	1.39%	16
2020 Q3	$4.26M	Sell	78,643 -177	-0.2%	-$9.66K	1.53%	15
2020 Q2	$4.14M	Sell	78,820 -125	-0.2%	-$6.31K	1.55%	16
2020 Q1	$3.85M	Sell	78,945 -488	-0.6%	-$26K	1.64%	13
2019 Q4	$4.38M	Buy	79,433 +1,036	+1%	+$56.6K	1.48%	14
2019 Q3	$4.29M	Sell	78,397 -1,464	-2%	-$80.5K	1.52%	15
2019 Q2	$4.44M	Buy	79,861 +1,717	+2%	+$92.7K	1.57%	13
2019 Q1	$4.23M	Sell	78,144 -7,813	-9%	-$420K	1.54%	15
2018 Q4	$4.47M	Sell	85,957 -225	-0.3%	-$11.8K	1.79%	12
2018 Q3	$4.54M	Buy	86,182 +419	+0.5%	+$22.3K	1.64%	12
2018 Q2	$4.65M	Buy	85,763 +3,566	+4%	+$201K	1.75%	11
2018 Q1	$4.89M	Buy	82,197 +2,391	+3%	+$140K	1.91%	11
2017 Q4	$4.59M	Buy	79,806 +4,249	+6%	+$242K	1.82%	10
2017 Q3	$4.33M	Buy	75,557 +1,711	+2%	+$97.7K	1.81%	11
2017 Q2	$4.1M	Sell	73,846 -67	-0.1%	-$3.72K	1.81%	11
2017 Q1	$4.05M	Sell	73,913 -3,654	-5%	-$196K	1.93%	9
2016 Q4	$4.04M	Buy	77,567 +1,521	+2%	+$81.9K	1.9%	10
2016 Q3	$4.33M	Buy	76,046 +6,840	+10%	+$383K	2.06%	10
2016 Q2	$3.8M	Sell	69,206 -3,343	-5%	-$181K	1.89%	11
2016 Q1	$3.94M	Buy	72,549 +884	+1%	+$45.3K	2%	10
2015 Q4	$3.61M	Sell	71,665 -613	-0.8%	-$32K	1.91%	11
2015 Q3	$3.76M	Buy	72,278 +3,856	+6%	+$205K	2.04%	11
2015 Q2	$3.76M	Buy	68,422 +679	+1%	+$37.7K	1.93%	11
2015 Q1	$3.7M	Buy	67,743 +2,588	+4%	+$144K	1.88%	11
2014 Q4	$3.71M	Buy	+65,155	New	+$3.81M	1.93%	10

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

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

CSP

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

The Family Firm's WIP Position: Q2 2025 in Review

The Family Firm increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 4.7% in Q2 2025, buying an estimated $255K and bringing the position to 146,472 shares worth $5.84M. The position accounts for 1.41% of the portfolio, ranked #20.

The Family Firm first reported a position in WIP in Q4 2014 and has held it in 43 quarters since. 60 funds tracked by Wall St. Rank hold WIP as of Q2 2025.

The Family Firm held 146,472 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $5.84M as of Q2 2025.
The Family Firm bought 6,637 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2025, an estimated $255K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 1.41% of The Family Firm's portfolio in Q2 2025, its #20 holding.
The Family Firm first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2014 and has held it in 43 quarters since.
60 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.