ULWM
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Upper Left Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Upper Left Wealth Management’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
-36,040
Closed -$1.3M – 65
2024
Q4 		$1.3M Sell
36,040
-5,124
-12% -$194K 1.12% 31
2024
Q3 		$1.64M Sell
41,164
-73,373
-64% -$2.88M 1.43% 24
2024
Q2 		$4.41M Buy
114,537
+4,779
+4% +$187K 3.99% 5
2024
Q1 		$4.39M Buy
109,758
+9,163
+9% +$368K 4.07% 5
2023
Q4 		$4.22M Buy
100,595
+2,764
+3% +$109K 4.13% 5
2023
Q3 		$3.81M Buy
97,831
+1,701
+2% +$69.6K 3.96% 8
2023
Q2 		$4.01M Buy
96,130
+392
+0.4% +$16.4K 4.46% 3
2023
Q1 		$4.14M Sell
95,738
-2,595
-3% -$109K 4.7% 4
2022
Q4 		$4.05M Buy
98,333
+44,490
+83% +$1.82M 4.79% 3
2022
Q3 		$2.16M Sell
53,843
-35,734
-40% -$1.55M 2.81% 14
2022
Q2 		$4.05M Buy
89,577
+1,481
+2% +$72.4K 4.69% 5
2022
Q1 		$4.7M Buy
88,096
+3,836
+5% +$205K 4.87% 4
2021
Q4 		$4.53M Buy
+84,260
New +$4.61M 4.53% 7

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
G
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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

Upper Left Wealth Management's WIP Position: Q1 2025 in Review

Upper Left Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2025, closing a stake of 36,040 shares — an estimated $1.3M sold.

Upper Left Wealth Management first reported a position in WIP in Q4 2021 and held it in 13 quarters. The position peaked at $4.7M in Q1 2022. 61 funds tracked by Wall St. Rank hold WIP as of Q1 2025.

  • Upper Left Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Upper Left Wealth Management sold 36,040 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2025, an estimated $1.3M.
  • Upper Left Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2021 and held it in 13 quarters.
  • Upper Left Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $4.7M in Q1 2022.
  • 61 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2025.

Based on Upper Left Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.