CIA
BWX icon

Cape Investment Advisory’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Cape Investment Advisory’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 		– Sell
-1,679
Closed -$37.8K – 349
2025
Q4 		$37.8K Buy
+1,679
New +$38K 0.01% 481
2025
Q3 		– Sell
-1,640
Closed -$38.5K – 901
2025
Q2 		$38.5K Buy
1,640
+10
+0.6% +$228 0.01% 404
2025
Q1 		$35.6K Buy
1,630
+7
+0.4% +$151 0.01% 387
2024
Q4 		$34.7K Sell
1,623
-22
-1% -$486 0.01% 394
2024
Q3 		$38.4K Sell
1,645
-60
-4% -$1.35K 0.02% 354
2024
Q2 		$36.5K Buy
1,705
+395
+30% +$8.58K 0.02% 338
2024
Q1 		$29.1K Sell
1,310
-216
-14% -$4.83K 0.01% 390
2023
Q4 		$35.4K Hold
1,526
– – 0.02% 414
2023
Q3 		$32.4K Sell
1,526
-18
-1% -$399 0.02% 364
2023
Q2 		$34.8K Buy
1,544
+1,388
+890% +$31.6K 0.02% 348
2023
Q1 		$3.61K Buy
+156
New +$3.56K ﹤0.01% 733

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Cape Investment Advisory's BWX Position: Q1 2026 in Review

Cape Investment Advisory sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2026, closing a stake of 1,679 shares — an estimated $37.8K sold.

Cape Investment Advisory first reported a position in BWX in Q1 2023 and held it in 11 quarters. The position peaked at $38.5K in Q2 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

  • Cape Investment Advisory reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 1,679 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $37.8K.
  • Cape Investment Advisory first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2023 and held it in 11 quarters.
  • Cape Investment Advisory's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $38.5K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.