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

People's United Financial’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
2022 Q1	$325K	Buy	11,165 +1,509	+16%	+$45.1K	0.01%	520
2021 Q4	$293K	Sell	9,656 -8,602	-47%	-$264K	0.01%	580
2021 Q3	$568K	Sell	18,258 -5,498	-23%	-$173K	0.01%	488
2021 Q2	$754K	Sell	23,756 -25,117	-51%	-$807K	0.02%	438
2021 Q1	$1.54M	Sell	48,873 -90,991	-65%	-$2.94M	0.04%	287
2020 Q4	$4.59M	Sell	139,864 -387,786	-73%	-$12.4M	0.11%	146
2020 Q3	$16.6M	Sell	527,650 -44,237	-8%	-$1.39M	0.46%	66
2020 Q2	$17.4M	Sell	571,887 -154,208	-21%	-$4.62M	0.51%	60
2020 Q1	$21.5M	Sell	726,095 -1,948,344	-73%	-$58.9M	0.75%	40
2019 Q4	$82.5M	Sell	2,674,439 -355,415	-12%	-$10.9M	2.26%	5
2019 Q3	$91.8M	Buy	3,029,854 +102,974	+4%	+$3.15M	2.61%	3
2019 Q2	$91M	Buy	2,926,880 +41,790	+1%	+$1.28M	2.49%	3
2019 Q1	$88.2M	Buy	2,885,090 +124,574	+5%	+$3.84M	2.73%	3
2018 Q4	$84.7M	Sell	2,760,516 -388,359	-12%	-$11.9M	2.94%	2
2018 Q3	$98.2M	Buy	3,148,875 +87,283	+3%	+$2.73M	3.04%	3
2018 Q2	$95.8M	Buy	3,061,592 +262,023	+9%	+$8.41M	2.46%	3
2018 Q1	$92.6M	Buy	2,799,569 +437,092	+19%	+$14.4M	2.93%	3
2017 Q4	$75.9M	Buy	2,362,477 +99,749	+4%	+$3.17M	2.37%	3
2017 Q3	$72.4M	Buy	2,262,728 +95,576	+4%	+$3.06M	2.42%	3
2017 Q2	$68M	Buy	2,167,152 +102,196	+5%	+$3.14M	2.31%	3
2017 Q1	$62.6M	Buy	2,064,956 +215,709	+12%	+$6.46M	2.18%	4
2016 Q4	$54.1M	Buy	+1,849,247	New	+$56.1M	2%	7

Other funds holding BWZ

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

CCA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

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

People's United Financial increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 16% in Q1 2022, buying an estimated $45.1K and bringing the position to 11,165 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #520.

People's United Financial first reported a position in BWZ in Q4 2016 and has held it in 22 quarters since. The position peaked at $98.2M in Q3 2018. 48 funds tracked by Wall St. Rank hold BWZ as of Q1 2022.

People's United Financial held 11,165 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $325K as of Q1 2022.
People's United Financial bought 1,509 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2022, an estimated $45.1K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.01% of People's United Financial's portfolio in Q1 2022, its #520 holding.
People's United Financial first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2016 and has held it in 22 quarters since.
People's United Financial's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $98.2M in Q3 2018.
48 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2022.

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