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 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 $1.67B AUM 13.22% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Atria Investments's BWX Position: Q1 2026 in Review

Atria Investments increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.62% in Q1 2026, buying an estimated $3.2K and bringing the position to 23,023 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #1440.

Atria Investments first reported a position in BWX in Q2 2016 and has held it in 7 quarters since. The position peaked at $1.29M in Q1 2018. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Atria Investments held 23,023 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $505K as of Q1 2026.
Atria Investments bought 142 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $3.2K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1440 holding.
Atria Investments first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2016 and has held it in 7 quarters since.
Atria Investments's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.29M in Q1 2018.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.