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Cetera Advisor Networks’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$5.46M Buy
245,482
+8,492
+4% +$190K 0.03% 597
2023
Q4 		$5.49M Buy
236,990
+14,076
+6% +$307K 0.03% 535
2023
Q3 		$4.73M Buy
222,914
+26,518
+14% +$588K 0.03% 539
2023
Q2 		$4.43M Buy
196,396
+39,447
+25% +$898K 0.03% 540
2023
Q1 		$3.63M Buy
156,949
+34,393
+28% +$785K 0.03% 616
2022
Q4 		$2.75M Buy
122,556
+111,139
+973% +$2.41M 0.02% 684
2022
Q3 		$238K Buy
11,417
+6
+0.1% +$135 ﹤0.01% 1741
2022
Q2 		$264K Sell
11,411
-1,840
-14% -$44.4K ﹤0.01% 1687
2022
Q1 		$345K Buy
13,251
+3
+0% +$81 ﹤0.01% 1545
2021
Q4 		$375K Sell
13,248
-4,131
-24% -$117K ﹤0.01% 1469
2021
Q3 		$499K Sell
17,379
-2,868
-14% -$84.4K 0.01% 1228
2021
Q2 		$594K Buy
+20,247
New +$602K 0.01% 1090
2020
Q3 		– Sell
-3,099
Closed -$90K – 1458
2020
Q2 		$90K Buy
+3,099
New +$87.3K ﹤0.01% 1575
2020
Q1 		– Sell
-20,517
Closed -$591K – 1131
2019
Q4 		$591K Sell
20,517
-2,601
-11% -$74.5K 0.02% 676
2019
Q3 		$659K Sell
23,118
-350
-1% -$10.1K 0.02% 606
2019
Q2 		$678K Sell
23,468
-2,640
-10% -$73.9K 0.02% 583
2019
Q1 		$728K Buy
26,108
+2,193
+9% +$60.9K 0.02% 540
2018
Q4 		$661K Sell
23,915
-1,893
-7% -$51.3K 0.03% 493
2018
Q3 		$707K Sell
25,808
-697,233
-96% -$19.3M 0.02% 527
2018
Q2 		$20.1M Buy
723,041
+420,295
+139% +$11.9M 1% 24
2018
Q1 		$8.93M Buy
302,746
+7,929
+3% +$231K 0.39% 48
2017
Q4 		$8.39M Buy
294,817
+34,540
+13% +$971K 0.35% 63
2017
Q3 		$7.31M Buy
260,277
+61,989
+31% +$1.75M 0.33% 71
2017
Q2 		$5.48M Buy
+198,288
New +$5.4M 0.26% 89
2015
Q1 		– Sell
-10,756
Closed -$297K – 850
2014
Q4 		$297K Sell
10,756
-6,572
-38% -$187K 0.02% 607
2014
Q3 		$497K Buy
17,328
+3,362
+24% +$100K 0.03% 445
2014
Q2 		$424K Sell
13,966
-714
-5% -$21.4K 0.03% 511
2014
Q1 		$435K Sell
14,680
-15,154
-51% -$443K 0.03% 481
2013
Q4 		$860K Buy
29,834
+21,680
+266% +$633K 0.07% 296
2013
Q3 		$239K Buy
+8,154
New +$233K 0.02% 561

Other funds holding BWX

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Cetera Advisor Networks's BWX Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 3.6% in Q1 2024, buying an estimated $190K and bringing the position to 245,482 shares worth $5.46M. The position accounts for 0.03% of the portfolio, ranked #597.

Cetera Advisor Networks first reported a position in BWX in Q3 2013 and has held it in 30 quarters since. The position peaked at $20.1M in Q2 2018. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2024.

  • Cetera Advisor Networks held 245,482 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $5.46M as of Q1 2024.
  • Cetera Advisor Networks bought 8,492 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2024, an estimated $190K.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #597 holding.
  • Cetera Advisor Networks first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2013 and has held it in 30 quarters since.
  • Cetera Advisor Networks's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $20.1M in Q2 2018.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.