People's United Financial’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

People's United 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
2022 Q1	$418K	Sell	16,049 -8,595	-35%	-$233K	0.01%	480
2021 Q4	$697K	Sell	24,644 -16,938	-41%	-$482K	0.02%	427
2021 Q3	$1.2M	Sell	41,582 -632	-1%	-$18.6K	0.03%	346
2021 Q2	$1.24M	Sell	42,214 -12,617	-23%	-$375K	0.03%	348
2021 Q1	$1.6M	Sell	54,831 -473,314	-90%	-$14.4M	0.04%	282
2020 Q4	$16.5M	Sell	528,145 -797,684	-60%	-$24.3M	0.41%	67
2020 Q3	$39.3M	Sell	1,325,829 -59,162	-4%	-$1.76M	1.09%	18
2020 Q2	$40M	Sell	1,384,991 -195,404	-12%	-$5.51M	1.17%	16
2020 Q1	$43.9M	Sell	1,580,395 -1,378,777	-47%	-$39.2M	1.52%	10
2019 Q4	$85.3M	Buy	2,959,172 +385,907	+15%	+$11.1M	2.33%	3
2019 Q3	$73.9M	Sell	2,573,265 -74,208	-3%	-$2.14M	2.1%	6
2019 Q2	$76.6M	Sell	2,647,473 -156,002	-6%	-$4.37M	2.1%	5
2019 Q1	$78.2M	Sell	2,803,475 -62,332	-2%	-$1.73M	2.42%	4
2018 Q4	$79.1M	Buy	2,865,807 +535,214	+23%	+$14.5M	2.74%	4
2018 Q3	$63.8M	Buy	2,330,593 +73,207	+3%	+$2.02M	1.97%	6
2018 Q2	$62.6M	Sell	2,257,386 -18,122	-0.8%	-$515K	1.61%	6
2018 Q1	$67.2M	Sell	2,275,508 -56,317	-2%	-$1.64M	2.13%	6
2017 Q4	$66.3M	Sell	2,331,825 -37,837	-2%	-$1.06M	2.07%	6
2017 Q3	$66.6M	Sell	2,369,662 -43,802	-2%	-$1.24M	2.23%	5
2017 Q2	$66.7M	Sell	2,413,464 -55,434	-2%	-$1.51M	2.26%	4
2017 Q1	$65.8M	Buy	2,468,898 +1,228	+0%	+$32.2K	2.29%	3
2016 Q4	$64.1M	Buy	2,467,670 +2,466,538	+217,892%	+$66.4M	2.37%	3
2016 Q3	$33K	Hold	1,132	–	–	﹤0.01%	615
2016 Q2	$32K	Buy	+1,132	New	+$31.8K	﹤0.01%	614

Other funds holding BWX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CCA

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

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

People's United Financial's BWX Position: Q1 2022 in Review

People's United Financial reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 35% in Q1 2022, selling an estimated $233K and leaving 16,049 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #480.

People's United Financial first reported a position in BWX in Q2 2016 and has held it in 24 quarters since. The position peaked at $85.3M in Q4 2019. 144 funds tracked by Wall St. Rank hold BWX as of Q1 2022.

People's United Financial held 16,049 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $418K as of Q1 2022.
People's United Financial sold 8,595 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2022, an estimated $233K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of People's United Financial's portfolio in Q1 2022, its #480 holding.
People's United Financial first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2016 and has held it in 24 quarters since.
People's United Financial's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $85.3M in Q4 2019.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.