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Empirical Asset Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Empirical Asset 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
2026
Q2 		$492K Buy
18,397
+3,654
+25% +$99.2K 0.11% 240
2026
Q1 		$397K Buy
14,743
+1,214
+9% +$33.3K 0.1% 249
2025
Q4 		$371K Buy
+13,529
New +$369K 0.1% 236

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
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 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

Empirical Asset Management's BWZ Position: Q2 2026 in Review

Empirical Asset Management increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 25% in Q2 2026, buying an estimated $99.2K and bringing the position to 18,397 shares worth $492K. The position accounts for 0.11% of the portfolio, ranked #240.

Empirical Asset Management first reported a position in BWZ in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Empirical Asset Management held 18,397 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $492K as of Q2 2026.
  • Empirical Asset Management bought 3,654 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $99.2K.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.11% of Empirical Asset Management's portfolio in Q2 2026, its #240 holding.
  • Empirical Asset Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.