Atria Investments’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Atria Investments’s Portfolio BWX Stock Details BWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$474K	Sell	21,859 -1,164	-5%	-$25.6K	﹤0.01%	1557
2026 Q1	$505K	Buy	23,023 +142	+0.6%	+$3.2K	0.01%	1440
2025 Q4	$516K	Buy	+22,881	New	+$518K	0.01%	1426
2021 Q1	–	Sell	-41,147	Closed	-$1.28M	–	709
2020 Q4	$1.28M	Buy	+41,147	New	+$1.25M	0.03%	584
2018 Q2	–	Sell	-43,818	Closed	-$1.29M	–	954
2018 Q1	$1.29M	Buy	43,818 +30,672	+233%	+$892K	0.06%	291
2017 Q4	$374K	Buy	+13,146	New	+$370K	0.02%	576
2017 Q3	–	Sell	-17,081	Closed	-$472K	–	790
2017 Q2	$472K	Buy	+17,081	New	+$465K	0.03%	442
2016 Q3	–	Sell	-14,722	Closed	-$422K	–	550
2016 Q2	$422K	Buy	+14,722	New	+$413K	0.05%	301

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Atria Investments's BWX Position: Q2 2026 in Review

Atria Investments reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 5.1% in Q2 2026, selling an estimated $25.6K and leaving 21,859 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Atria Investments first reported a position in BWX in Q2 2016 and has held it in 8 quarters since. The position peaked at $1.29M in Q1 2018. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Atria Investments held 21,859 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $474K as of Q2 2026.
Atria Investments sold 1,164 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $25.6K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1557 holding.
Atria Investments first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2016 and has held it in 8 quarters since.
Atria Investments's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.29M in Q1 2018.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.