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

Clearstead 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
Q4 		– Sell
-3,205
Closed -$74.9K – 2107
2024
Q3 		$74.9K Hold
3,205
– – ﹤0.01% 1108
2024
Q2 		$68.7K Hold
3,205
– – ﹤0.01% 1087
2024
Q1 		$69.7K Hold
3,205
– – ﹤0.01% 684
2023
Q4 		$74.3K Sell
3,205
-3,205
-50% -$70K ﹤0.01% 654
2023
Q3 		$136K Buy
6,410
+3,205
+100% +$71K ﹤0.01% 660
2023
Q2 		$72.3K Hold
3,205
– – ﹤0.01% 650
2023
Q1 		$74.1K Hold
3,205
– – 0.01% 570
2022
Q4 		$71.9K Hold
3,205
– – 0.01% 565
2022
Q3 		$67K Hold
3,205
– – 0.01% 551
2022
Q2 		$74K Hold
3,205
– – 0.01% 542
2022
Q1 		$83K Hold
3,205
– – 0.01% 582
2021
Q4 		$91K Hold
3,205
– – 0.01% 547
2021
Q3 		$92K Hold
3,205
– – 0.01% 498
2021
Q2 		$94K Hold
3,205
– – 0.01% 462
2021
Q1 		$93K Hold
3,205
– – 0.01% 449
2020
Q4 		$100K Hold
3,205
– – 0.01% 411
2020
Q3 		$95K Hold
3,205
– – 0.01% 376
2020
Q2 		$93K Hold
3,205
– – 0.01% 358
2020
Q1 		$89K Buy
+3,205
New +$91.2K 0.01% 342

Other funds holding BWX

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Clearstead Advisors's BWX Position: Q4 2024 in Review

Clearstead Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2024, closing a stake of 3,205 shares — an estimated $74.9K sold.

Clearstead Advisors first reported a position in BWX in Q1 2020 and held it in 19 quarters. The position peaked at $136K in Q3 2023. 131 funds tracked by Wall St. Rank hold BWX as of Q4 2024.

  • Clearstead Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Clearstead Advisors sold 3,205 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2024, an estimated $74.9K.
  • Clearstead Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2020 and held it in 19 quarters.
  • Clearstead Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $136K in Q3 2023.
  • 131 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.