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

HighTower 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
2025 Q3	–	Sell	-17,431	Closed	-$409K	–	3853
2025 Q2	$409K	Buy	+17,431	New	+$398K	﹤0.01%	2697
2022 Q2	–	Sell	-8,271	Closed	-$216K	–	3267
2022 Q1	$216K	Sell	8,271 -61	-0.7%	-$1.66K	﹤0.01%	2779
2021 Q4	$236K	Buy	+8,332	New	+$237K	﹤0.01%	2635
2019 Q1	–	Sell	-7,405	Closed	-$205K	–	2305
2018 Q4	$205K	Sell	7,405 -47	-0.6%	-$1.27K	﹤0.01%	1826
2018 Q3	$206K	Buy	+7,452	New	+$206K	﹤0.01%	1936
2018 Q2	–	Sell	-11,185	Closed	-$335K	–	2254
2018 Q1	$335K	Buy	11,185 +602	+6%	+$17.5K	﹤0.01%	1625
2017 Q4	$301K	Sell	10,583 -587	-5%	-$16.5K	﹤0.01%	1712
2017 Q3	$313K	Buy	11,170 +1,025	+10%	+$29K	﹤0.01%	1664
2017 Q2	$283K	Buy	+10,145	New	+$276K	﹤0.01%	1656
2017 Q1	–	Sell	-30,294	Closed	-$787K	–	2089
2016 Q4	$787K	Buy	+30,294	New	+$816K	0.01%	1070
2016 Q1	–	Sell	-18,906	Closed	-$488K	–	2075
2015 Q4	$488K	Buy	+18,906	New	+$491K	0.01%	1325
2015 Q1	–	Sell	-12,710	Closed	-$352K	–	1618
2014 Q4	$352K	Buy	+12,710	New	+$361K	0.01%	1164
2014 Q1	–	Sell	-13,016	Closed	-$376K	–	1610
2013 Q4	$376K	Sell	13,016 -4,990	-28%	-$146K	0.01%	1077
2013 Q3	$526K	Sell	18,006 -7,238	-29%	-$207K	0.01%	825
2013 Q2	$710K	Buy	+25,244	New	+$736K	0.02%	691

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

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

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

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

HighTower Advisors's BWX Position: Q3 2025 in Review

HighTower Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2025, closing a stake of 17,431 shares — an estimated $409K sold.

HighTower Advisors first reported a position in BWX in Q2 2013 and held it in 15 quarters. The position peaked at $787K in Q4 2016. 150 funds tracked by Wall St. Rank hold BWX as of Q3 2025.

HighTower Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 17,431 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2025, an estimated $409K.
HighTower Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 15 quarters.
HighTower Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $787K in Q4 2016.
150 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.