Private Advisor Group’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Private Advisor Group’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	-21,684	Closed	-$609K	–	2582
2025 Q2	$609K	Buy	+21,684	New	+$594K	﹤0.01%	1587
2014 Q4	–	Sell	-290	Closed	-$10K	–	1029
2014 Q3	$10K	Buy	+290	New	+$10.3K	﹤0.01%	1187

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

Private Advisor Group's BWZ Position: Q3 2025 in Review

Private Advisor Group sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2025, closing a stake of 21,684 shares — an estimated $609K sold.

Private Advisor Group first reported a position in BWZ in Q3 2014 and held it in 2 quarters. The position peaked at $609K in Q2 2025. 67 funds tracked by Wall St. Rank hold BWZ as of Q3 2025.

Private Advisor Group reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Private Advisor Group sold 21,684 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2025, an estimated $609K.
Private Advisor Group first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2014 and held it in 2 quarters.
Private Advisor Group's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $609K in Q2 2025.
67 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2025.

Based on Private Advisor Group's 13F filing for Q3 2025, filed 13 Nov 2025.