HighTower Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

HighTower Advisors’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 Q3	–	Sell	-10,950	Closed	-$307K	–	3854
2025 Q2	$307K	Buy	+10,950	New	+$300K	﹤0.01%	2912
2021 Q1	–	Sell	-45,233	Closed	-$1.48M	–	3067
2020 Q4	$1.48M	Sell	45,233 -1,406	-3%	-$45.1K	0.01%	1046
2020 Q3	$1.47M	Buy	+46,639	New	+$1.46M	0.01%	1028

Other funds holding BWZ

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 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 $1.98B AUM 19.17% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

MSWM

Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

HighTower Advisors's BWZ Position: Q3 2025 in Review

HighTower Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2025, closing a stake of 10,950 shares — an estimated $307K sold.

HighTower Advisors first reported a position in BWZ in Q3 2020 and held it in 3 quarters. The position peaked at $1.48M in Q4 2020. 67 funds tracked by Wall St. Rank hold BWZ as of Q3 2025.

HighTower Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 10,950 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2025, an estimated $307K.
HighTower Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2020 and held it in 3 quarters.
HighTower Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $1.48M in Q4 2020.
67 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2025.

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