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

Atria Wealth Solutions’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
2025 Q2	–	Sell	-50,393	Closed	-$1.1M	–	1516
2025 Q1	$1.1M	Buy	50,393 +139	+0.3%	+$3K	0.01%	848
2024 Q4	$1.07M	Sell	50,254 -15,176	-23%	-$335K	0.01%	897
2024 Q3	$1.53M	Buy	65,430 +9,305	+17%	+$210K	0.02%	743
2024 Q2	$1.2M	Buy	56,125 +1,215	+2%	+$26.4K	0.01%	808
2024 Q1	$1.22M	Sell	54,910 -9,805	-15%	-$219K	0.01%	827
2023 Q4	$1.5M	Sell	64,715 -13,618	-17%	-$297K	0.02%	703
2023 Q3	$1.66M	Buy	78,333 +12,772	+19%	+$283K	0.02%	623
2023 Q2	$1.48M	Sell	65,561 -14,929	-19%	-$340K	0.02%	685
2023 Q1	$1.86M	Sell	80,490 -17,772	-18%	-$405K	0.03%	570
2022 Q4	$2.2M	Buy	98,262 +37,940	+63%	+$824K	0.04%	477
2022 Q3	$1.26M	Buy	60,322 +2,491	+4%	+$56.2K	0.02%	636
2022 Q2	$1.34M	Sell	57,831 -1,087	-2%	-$26.2K	0.03%	576
2022 Q1	$1.53M	Buy	+58,918	New	+$1.6M	0.03%	565

Other funds holding BWX

CPO

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

CCA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atria Wealth Solutions's BWX Position: Q2 2025 in Review

Atria Wealth Solutions sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2025, closing a stake of 50,393 shares — an estimated $1.1M sold.

Atria Wealth Solutions first reported a position in BWX in Q1 2022 and held it in 13 quarters. The position peaked at $2.2M in Q4 2022. 152 funds tracked by Wall St. Rank hold BWX as of Q2 2025.

Atria Wealth Solutions reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 50,393 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2025, an estimated $1.1M.
Atria Wealth Solutions first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.2M in Q4 2022.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.