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Prime Capital Investment Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Prime Capital Investment 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
2026
Q2 		$233K Buy
10,760
+270
+3% +$5.95K ﹤0.01% 964
2026
Q1 		$230K Buy
10,490
+245
+2% +$5.52K ﹤0.01% 938
2025
Q4 		$231K Buy
10,245
+610
+6% +$13.8K ﹤0.01% 914
2025
Q3 		$222K Buy
+9,635
New +$222K ﹤0.01% 909

Other funds holding BWX

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Prime Capital Investment Advisors's BWX Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 2.6% in Q2 2026, buying an estimated $5.95K and bringing the position to 10,760 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Prime Capital Investment Advisors first reported a position in BWX in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

  • Prime Capital Investment Advisors held 10,760 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $233K as of Q2 2026.
  • Prime Capital Investment Advisors bought 270 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $5.95K.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #964 holding.
  • Prime Capital Investment Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.