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

UBS Group’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	$5.15M	Buy	129,961 +9,857	+8%	+$397K	﹤0.01%	4061
2025 Q4	$4.73M	Buy	120,104 +22,901	+24%	+$896K	﹤0.01%	4086
2025 Q3	$3.81M	Buy	97,203 +191	+0.2%	+$7.42K	﹤0.01%	4317
2025 Q2	$3.87M	Buy	97,012 +2,381	+3%	+$91.5K	﹤0.01%	4139
2025 Q1	$3.55M	Sell	94,631 -11,526	-11%	-$427K	﹤0.01%	4143
2024 Q4	$3.84M	Buy	106,157 +12,523	+13%	+$474K	﹤0.01%	4108
2024 Q3	$3.77M	Sell	93,634 -2,312	-2%	-$90.8K	﹤0.01%	3369
2024 Q2	$3.69M	Sell	95,946 -10,530	-10%	-$411K	﹤0.01%	3146
2024 Q1	$4.26M	Sell	106,476 -27,555	-21%	-$1.11M	﹤0.01%	3142
2023 Q4	$5.62M	Sell	134,031 -35,405	-21%	-$1.4M	﹤0.01%	2667
2023 Q3	$6.59M	Buy	169,436 +3,712	+2%	+$152K	﹤0.01%	2323
2023 Q2	$6.92M	Sell	165,724 -7,775	-4%	-$326K	﹤0.01%	2272
2023 Q1	$7.5M	Sell	173,499 -7,855	-4%	-$331K	﹤0.01%	2146
2022 Q4	$7.47M	Buy	181,354 +60,417	+50%	+$2.47M	﹤0.01%	2137
2022 Q3	$4.84M	Sell	120,937 -2,322	-2%	-$101K	﹤0.01%	2380
2022 Q2	$5.58M	Buy	123,259 +32,413	+36%	+$1.58M	﹤0.01%	2285
2022 Q1	$4.9M	Buy	90,846 +486	+0.5%	+$25.9K	﹤0.01%	2556
2021 Q4	$4.86M	Sell	90,360 -85,241	-49%	-$4.67M	﹤0.01%	2853
2021 Q3	$9.56M	Buy	175,601 +9,969	+6%	+$564K	﹤0.01%	2058
2021 Q2	$9.35M	Buy	165,632 +7,340	+5%	+$417K	﹤0.01%	2097
2021 Q1	$8.79M	Buy	158,292 +21,038	+15%	+$1.21M	﹤0.01%	2071
2020 Q4	$8.06M	Buy	137,254 +81,281	+145%	+$4.55M	﹤0.01%	2016
2020 Q3	$3.04M	Sell	55,973 -914	-2%	-$49.9K	﹤0.01%	2665
2020 Q2	$2.99M	Sell	56,887 -641	-1%	-$32.3K	﹤0.01%	2500
2020 Q1	$2.81M	Buy	57,528 +7,003	+14%	+$373K	﹤0.01%	2431
2019 Q4	$2.79M	Sell	50,525 -216	-0.4%	-$11.8K	﹤0.01%	3214
2019 Q3	$2.78M	Sell	50,741 -9,003	-15%	-$495K	﹤0.01%	2971
2019 Q2	$3.32M	Sell	59,744 -2,998	-5%	-$162K	﹤0.01%	2683
2019 Q1	$3.39M	Sell	62,742 -9,899	-14%	-$532K	﹤0.01%	2527
2018 Q4	$3.78M	Sell	72,641 -32,480	-31%	-$1.7M	﹤0.01%	2429
2018 Q3	$5.53M	Sell	105,121 -12,370	-11%	-$659K	﹤0.01%	2260
2018 Q2	$6.37M	Sell	117,491 -92,617	-44%	-$5.21M	﹤0.01%	2127
2018 Q1	$12.5M	Buy	210,108 +62,300	+42%	+$3.66M	0.01%	1508
2017 Q4	$8.5M	Buy	147,808 +12,111	+9%	+$689K	﹤0.01%	1868
2017 Q3	$7.78M	Buy	135,697 +28,778	+27%	+$1.64M	﹤0.01%	1813
2017 Q2	$5.94M	Buy	106,919 +25,325	+31%	+$1.41M	﹤0.01%	1996
2017 Q1	$4.47M	Buy	81,594 +4,790	+6%	+$257K	﹤0.01%	2173
2016 Q4	$4M	Buy	76,804 +17,433	+29%	+$939K	﹤0.01%	2306
2016 Q3	$3.38M	Buy	59,371 +108	+0.2%	+$6.04K	﹤0.01%	2391
2016 Q2	$3.25M	Buy	59,263 +3,817	+7%	+$207K	﹤0.01%	2367
2016 Q1	$3.01M	Sell	55,446 -16,090	-22%	-$825K	﹤0.01%	2316
2015 Q4	$3.6M	Sell	71,536 -17,739	-20%	-$925K	﹤0.01%	2247
2015 Q3	$4.65M	Buy	89,275 +3,260	+4%	+$174K	﹤0.01%	1982
2015 Q2	$4.72M	Buy	86,015 +14,506	+20%	+$805K	﹤0.01%	2137
2015 Q1	$3.9M	Sell	71,509 -15,141	-17%	-$841K	﹤0.01%	2296
2014 Q4	$4.93M	Buy	+86,650	New	+$5.07M	﹤0.01%	2103

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

UBS Group's WIP Position: Q1 2026 in Review

UBS Group increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 8.2% in Q1 2026, buying an estimated $397K and bringing the position to 129,961 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #4061.

UBS Group first reported a position in WIP in Q4 2014 and has held it in 46 quarters since. The position peaked at $12.5M in Q1 2018. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

UBS Group held 129,961 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $5.15M as of Q1 2026.
UBS Group bought 9,857 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $397K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4061 holding.
UBS Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $12.5M in Q1 2018.
64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.