Mackenzie Financial’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Mackenzie Financial’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
2026 Q1	$3.8M	Hold	173,005	–	–	﹤0.01%	760
2025 Q4	$3.9M	Hold	173,005	–	–	﹤0.01%	698
2025 Q3	$3.98M	Hold	173,005	–	–	﹤0.01%	680
2025 Q2	$4.06M	Hold	173,005	–	–	0.01%	645
2025 Q1	$3.78M	Hold	173,005	–	–	0.01%	636
2024 Q4	$3.7M	Hold	173,005	–	–	0.01%	627
2024 Q3	$4.04M	Hold	173,005	–	–	0.01%	584
2024 Q2	$3.71M	Hold	173,005	–	–	0.01%	594
2024 Q1	$3.85M	Hold	173,005	–	–	0.01%	597
2023 Q4	$4.01M	Hold	173,005	–	–	0.01%	599
2023 Q3	$3.61M	Hold	173,005	–	–	0.01%	599
2023 Q2	$3.88M	Hold	173,005	–	–	0.01%	602
2023 Q1	$4M	Hold	173,005	–	–	0.01%	594
2022 Q4	$3.88M	Hold	173,005	–	–	0.01%	557
2022 Q3	$3.6M	Hold	173,005	–	–	0.01%	577
2022 Q2	$4.01M	Hold	173,005	–	–	0.01%	574
2022 Q1	$4.5M	Hold	173,005	–	–	0.01%	595
2021 Q4	$4.89M	Hold	173,005	–	–	0.01%	582
2021 Q3	$4.97M	Hold	173,005	–	–	0.01%	573
2021 Q2	$5.08M	Hold	173,005	–	–	0.01%	559
2021 Q1	$5.04M	Hold	173,005	–	–	0.01%	535
2020 Q4	$5.4M	Hold	173,005	–	–	0.01%	435
2020 Q3	$5.13M	Hold	173,005	–	–	0.01%	400
2020 Q2	$5M	Hold	173,005	–	–	0.01%	399
2020 Q1	$4.81M	Hold	173,005	–	–	0.02%	353
2019 Q4	$4.98M	Hold	173,005	–	–	0.01%	438
2019 Q3	$4.96M	Hold	173,005	–	–	0.01%	450
2019 Q2	$5M	Hold	173,005	–	–	0.01%	438
2019 Q1	$4.83M	Hold	173,005	–	–	0.01%	533
2018 Q4	$4.78M	Sell	173,005 -488,995	-74%	-$13.3M	0.01%	502
2018 Q3	$18.1M	Sell	662,000 -6,000	-0.9%	-$166K	0.04%	247
2018 Q2	$18.5M	Sell	668,000 -155,000	-19%	-$4.4M	0.05%	243
2018 Q1	$24.3M	Buy	+823,000	New	+$23.9M	0.06%	225

Other funds holding BWX

CPO

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Mackenzie Financial's BWX Position: Q1 2026 in Review

Mackenzie Financial held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q1 2026 at 173,005 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Mackenzie Financial first reported a position in BWX in Q1 2018 and has held it in 33 quarters since. The position peaked at $24.3M in Q1 2018. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Mackenzie Financial held 173,005 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $3.8M as of Q1 2026.
Mackenzie Financial left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #760 holding.
Mackenzie Financial first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2018 and has held it in 33 quarters since.
Mackenzie Financial's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $24.3M in Q1 2018.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.