SF
BWX icon

Summit Financial’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Summit 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
2026
Q1 		$265K Sell
12,055
-41
-0.3% -$923 ﹤0.01% 1241
2025
Q4 		$273K Buy
12,096
+405
+3% +$9.17K ﹤0.01% 1115
2025
Q3 		$269K Buy
11,691
+3,128
+37% +$72K ﹤0.01% 1096
2025
Q2 		$201K Buy
+8,563
New +$196K ﹤0.01% 785

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Summit Financial's BWX Position: Q1 2026 in Review

Summit Financial reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.34% in Q1 2026, selling an estimated $923 and leaving 12,055 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Summit Financial first reported a position in BWX in Q2 2025 and has held it in 4 quarters since. The position peaked at $273K in Q4 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

  • Summit Financial held 12,055 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $265K as of Q1 2026.
  • Summit Financial sold 41 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $923.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1241 holding.
  • Summit Financial first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $273K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.