Strategic Wealth Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Strategic Wealth Partners’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	$13.9K	Sell	633 -32	-5%	-$720	﹤0.01%	805
2025 Q4	$15K	Buy	665 +460	+224%	+$10.4K	﹤0.01%	771
2025 Q3	$4.71K	Sell	205 -45	-18%	-$1.03K	﹤0.01%	1049
2025 Q2	$5.87K	Buy	+250	New	+$5.71K	﹤0.01%	875
2019 Q4	–	Sell	-30	Closed	–	–	178
2019 Q3	$0	Hold	30	–	–	﹤0.01%	734
2019 Q2	$0	Hold	30	–	–	﹤0.01%	743
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	739
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	651
2018 Q3	$1K	Sell	30 -150,223	-100%	-$4.15M	﹤0.01%	620
2018 Q2	$4.17M	Buy	150,253 +60,249	+67%	+$1.71M	2.42%	6
2018 Q1	$2.66M	Sell	90,004 -22,721	-20%	-$661K	1.37%	11
2017 Q4	$3.14M	Buy	+112,725	New	+$3.17M	1.74%	7

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

Strategic Wealth Partners's BWX Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 4.8% in Q1 2026, selling an estimated $720 and leaving 633 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Strategic Wealth Partners first reported a position in BWX in Q4 2017 and has held it in 12 quarters since. The position peaked at $4.17M in Q2 2018. 160 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Strategic Wealth Partners held 633 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $13.9K as of Q1 2026.
Strategic Wealth Partners sold 32 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $720.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #805 holding.
Strategic Wealth Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4.17M in Q2 2018.
160 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.