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

Brinker Capital 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
2023 Q2	–	Sell	-8,666	Closed	-$200K	–	1626
2023 Q1	$200K	Buy	+8,666	New	+$198K	﹤0.01%	1502
2018 Q4	–	Sell	-27	Closed	-$1K	–	652
2018 Q3	$1K	Hold	27	–	–	﹤0.01%	605
2018 Q2	$1K	Hold	27	–	–	﹤0.01%	582
2018 Q1	$1K	Sell	27 -4	-13%	-$116	﹤0.01%	515
2017 Q4	$1K	Buy	+31	New	+$872	﹤0.01%	496
2016 Q1	–	Sell	-134	Closed	-$3K	–	431
2015 Q4	$3K	Buy	+134	New	+$3.48K	﹤0.01%	452
2014 Q1	–	Sell	-3,658	Closed	-$106K	–	393
2013 Q4	$106K	Buy	3,658 +6	+0.2%	+$175	﹤0.01%	274
2013 Q3	$107K	Sell	3,652 -394	-10%	-$11.3K	﹤0.01%	278
2013 Q2	$114K	Buy	+4,046	New	+$118K	﹤0.01%	276

Other funds holding BWX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

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

CCA

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Brinker Capital Investments's BWX Position: Q2 2023 in Review

Brinker Capital Investments sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2023, closing a stake of 8,666 shares — an estimated $200K sold.

Brinker Capital Investments first reported a position in BWX in Q2 2013 and held it in 9 quarters. The position peaked at $200K in Q1 2023. 129 funds tracked by Wall St. Rank hold BWX as of Q2 2023.

Brinker Capital Investments reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Brinker Capital Investments sold 8,666 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2023, an estimated $200K.
Brinker Capital Investments first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 9 quarters.
Brinker Capital Investments's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $200K in Q1 2023.
129 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2023.

Based on Brinker Capital Investments's 13F filing for Q2 2023, filed 31 Jul 2025.