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Checchi Capital Advisers’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Checchi Capital Advisers’s Portfolio BWZ Stock Details BWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.5M Sell
618,247
-22,631
-4% -$614K 0.75% 27
2026
Q1 		$17.3M Buy
640,878
+46,523
+8% +$1.28M 0.87% 24
2025
Q4 		$16.3M Sell
594,355
-12,233
-2% -$334K 0.83% 24
2025
Q3 		$16.9M Buy
606,588
+33,755
+6% +$936K 0.88% 25
2025
Q2 		$16.1M Sell
572,833
-124,781
-18% -$3.42M 0.9% 27
2025
Q1 		$18.3M Sell
697,614
-7,088
-1% -$183K 0.97% 20
2024
Q4 		$17.9M Buy
704,702
+59,048
+9% +$1.54M 1.04% 15
2024
Q3 		$17.8M Sell
645,654
-357
-0.1% -$9.53K 0.99% 18
2024
Q2 		$16.6M Sell
646,011
-117,709
-15% -$3.06M 0.83% 19
2024
Q1 		$20.1M Buy
763,720
+24,091
+3% +$641K 1.57% 10
2023
Q4 		$20.3M Buy
739,629
+79,782
+12% +$2.1M 1.65% 9
2023
Q3 		$17M Sell
659,847
-120,111
-15% -$3.2M 1.58% 11
2023
Q2 		$20.8M Buy
779,958
+109,899
+16% +$2.97M 1.86% 8
2023
Q1 		$18.3M Buy
670,059
+66,053
+11% +$1.79M 1.77% 8
2022
Q4 		$16.3M Buy
604,006
+114,589
+23% +$2.96M 1.7% 11
2022
Q3 		$12.2M Buy
489,417
+144,579
+42% +$3.79M 1.14% 13
2022
Q2 		$9.27M Buy
344,838
+161,937
+89% +$4.49M 0.8% 29
2022
Q1 		$5.32M Buy
182,901
+54,257
+42% +$1.62M 0.45% 48
2021
Q4 		$3.91M Sell
128,644
-157,214
-55% -$4.83M 0.34% 60
2021
Q3 		$8.89M Buy
285,858
+88,876
+45% +$2.8M 0.88% 22
2021
Q2 		$6.25M Buy
196,982
+90,382
+85% +$2.91M 0.62% 30
2021
Q1 		$3.36M Buy
106,600
+95,215
+836% +$3.08M 0.33% 57
2020
Q4 		$374K Hold
11,385
– – 0.04% 289
2020
Q3 		$357K Buy
+11,385
New +$357K 0.04% 264
2017
Q3 		– Sell
-23,022
Closed -$722K – 386
2017
Q2 		$722K Hold
23,022
– – 0.08% 123
2017
Q1 		$698K Buy
+23,022
New +$689K 0.08% 131
2016
Q3 		– Sell
-20,557
Closed -$646K – 514
2016
Q2 		$646K Buy
20,557
+16,187
+370% +$508K 0.07% 124
2016
Q1 		$137K Buy
+4,370
New +$132K 0.03% 462
2015
Q4 		– Sell
-15,110
Closed -$455K – 364
2015
Q3 		$455K Buy
+15,110
New +$456K 0.12% 144

Other funds holding BWZ

QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Checchi Capital Advisers's BWZ Position: Q2 2026 in Review

Checchi Capital Advisers reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 3.5% in Q2 2026, selling an estimated $614K and leaving 618,247 shares worth $16.5M. The position accounts for 0.75% of the portfolio, ranked #27.

Checchi Capital Advisers first reported a position in BWZ in Q3 2015 and has held it in 29 quarters since. The position peaked at $20.8M in Q2 2023. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Checchi Capital Advisers held 618,247 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $16.5M as of Q2 2026.
  • Checchi Capital Advisers sold 22,631 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $614K.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.75% of Checchi Capital Advisers's portfolio in Q2 2026, its #27 holding.
  • Checchi Capital Advisers first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2015 and has held it in 29 quarters since.
  • Checchi Capital Advisers's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $20.8M in Q2 2023.
  • 73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.