CWM
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Congress Wealth Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Congress Wealth Management’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
2025
Q2 		$30.7M Buy
+1,092,802
New +$30M 0.3% 80

Other funds holding BWZ

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AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $332M AUM 18.75% 1-Year Est. Return

Congress Wealth Management's BWZ Position: Q2 2025 in Review

Congress Wealth Management opened a new position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2025: 1,092,802 shares worth $30.7M. The stake represents 0.3% of the portfolio and ranks #80 among its holdings.

78 funds tracked by Wall St. Rank hold BWZ as of Q2 2025.

  • Congress Wealth Management held 1,092,802 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $30.7M as of Q2 2025.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF was a new Congress Wealth Management position in Q2 2025.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.3% of Congress Wealth Management's portfolio in Q2 2025, its #80 holding.
  • 78 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.