Lbj Family Wealth Advisors, Ltd. / WIP
Lbj Family Wealth Advisors, Ltd.’s Spdr Series Trust Position
Does Lbj Family Wealth Advisors, Ltd. own Spdr Series Trust (WIP)? Yes — 249.4K shares worth $10M (+5.70% of its 13F portfolio) as of Q1 2026, up from 249.1K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
249.4K
% of Portfolio
+5.70%
Quarters Held
29
currently held
Position History WIP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 249.4K | $10M | +5.70% |
| Q4 2025 | 249.1K | $10M | +5.40% |
| Q3 2025 | 246.4K | $10M | +5.27% |
| Q2 2025 | 242.0K | $10M | +5.62% |
| Q1 2025 | 238.8K | $9M | +5.72% |
| Q4 2024 | 474.4K | $18M | +5.55% |
| Q3 2024 | 474.1K | $19M | +5.84% |
| Q2 2024 | 468.9K | $18M | +5.81% |
| Q1 2024 | 234.7K | $9M | +5.96% |
| Q4 2023 | 225.6K | $9M | +6.55% |
| Q3 2023 | 230.1K | $9M | +6.72% |
| Q2 2023 | 227.3K | $9M | +6.59% |
| Q1 2023 | 223.5K | $10M | +6.78% |
| Q4 2022 | 221.5K | $9M | +6.81% |
| Q3 2022 | 213.8K | $9M | +6.91% |
| Q2 2022 | 205.2K | $9M | +6.95% |
| Q1 2022 | 201.8K | $11M | +6.74% |
| Q4 2021 | 190.8K | $10M | +5.97% |
| Q3 2021 | 184.5K | $10M | +6.09% |
| Q2 2021 | 184.5K | $10M | +6.19% |
| Q1 2021 | 182.9K | $10M | +6.40% |
| Q4 2020 | 180.9K | $11M | +6.92% |
| Q3 2020 | 177.9K | $10M | +7.30% |
| Q2 2020 | 177.3K | $9M | +7.47% |
| Q1 2020 | 176.8K | $9M | +8.35% |
| Q4 2019 | 171.7K | $9M | +6.55% |
| Q3 2019 | 169.1K | $9M | +6.96% |
| Q2 2019 | 175.6K | $10M | +7.16% |
| Q1 2019 | 166.9K | $9M | +5.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lbj Family Wealth Advisors, Ltd.’s full portfolio or all institutional holders of WIP.