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

Cetera Advisors’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	$402K	Buy	18,061 +8,506	+89%	+$190K	﹤0.01%	1748
2023 Q4	$221K	Buy	9,555 +20	+0.2%	+$437	﹤0.01%	1588
2023 Q3	$203K	Sell	9,535 -1,373	-13%	-$30.4K	﹤0.01%	1539
2023 Q2	$246K	Sell	10,908 -3,527	-24%	-$80.3K	﹤0.01%	1404
2023 Q1	$334K	Sell	14,435 -3,212	-18%	-$73.3K	0.01%	1225
2022 Q4	$396K	Buy	+17,647	New	+$383K	0.01%	1091
2019 Q2	–	Sell	-416	Closed	-$12K	–	961
2019 Q1	$12K	Buy	+416	New	+$11.6K	﹤0.01%	1117
2018 Q3	–	Sell	-25,061	Closed	-$697K	–	958
2018 Q2	$697K	Buy	25,061 +14,619	+140%	+$415K	0.04%	410
2018 Q1	$306K	Sell	10,442 -13,893	-57%	-$404K	0.02%	597
2017 Q4	$693K	Sell	24,335 -467	-2%	-$13.1K	0.04%	365
2017 Q3	$698K	Buy	24,802 +971	+4%	+$27.5K	0.04%	387
2017 Q2	$661K	Buy	+23,831	New	+$649K	0.04%	398
2015 Q2	–	Sell	-11,006	Closed	-$296K	–	715
2015 Q1	$296K	Sell	11,006 -3,144	-22%	-$84.8K	0.03%	507
2014 Q4	$392K	Sell	14,150 -3,706	-21%	-$105K	0.04%	411
2014 Q3	$512K	Sell	17,856 -660	-4%	-$19.7K	0.04%	343
2014 Q2	$565K	Buy	18,516 +1,520	+9%	+$45.5K	0.06%	321
2014 Q1	$505K	Sell	16,996 -290	-2%	-$8.48K	0.07%	308
2013 Q4	$502K	Sell	17,286 -200	-1%	-$5.84K	0.07%	285
2013 Q3	$511K	Buy	17,486 +982	+6%	+$28.1K	0.09%	236
2013 Q2	$462K	Buy	+16,504	New	+$481K	0.1%	236

Other funds holding BWX

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Advisors's BWX Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 89% in Q1 2024, buying an estimated $190K and bringing the position to 18,061 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Cetera Advisors first reported a position in BWX in Q2 2013 and has held it in 20 quarters since. The position peaked at $698K in Q3 2017. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2024.

Cetera Advisors held 18,061 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $402K as of Q1 2024.
Cetera Advisors bought 8,506 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 ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1748 holding.
Cetera Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and has held it in 20 quarters since.
Cetera Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $698K in Q3 2017.
127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2024.

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