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

Crewe 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
2023 Q4	–	Sell	-108	Closed	-$2.29K	–	453
2023 Q3	$2.29K	Hold	108	–	–	﹤0.01%	328
2023 Q2	$2.44K	Buy	+108	New	+$2.46K	﹤0.01%	520
2019 Q3	–	Sell	-112	Closed	-$3K	–	226
2019 Q2	$3K	Buy	+112	New	+$3.13K	﹤0.01%	252

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

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

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Crewe Advisors's BWX Position: Q4 2023 in Review

Crewe Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2023, closing a stake of 108 shares — an estimated $2.29K sold.

Crewe Advisors first reported a position in BWX in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 136 funds tracked by Wall St. Rank hold BWX as of Q4 2023.

Crewe Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 108 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2023, an estimated $2.29K.
Crewe Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2019 and held it in 3 quarters.
Crewe Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3K in Q2 2019.
136 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.