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

SYM Financial Corp’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
2025
Q4 		– Sell
-130
Closed -$2.99K – 426
2025
Q3 		$2.99K Buy
+130
New +$2.99K ﹤0.01% 402

Other funds holding BWX

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Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

SYM Financial Corp's BWX Position: Q4 2025 in Review

SYM Financial Corp sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2025, closing a stake of 130 shares — an estimated $2.99K sold.

SYM Financial Corp first reported a position in BWX in Q3 2025 and held it in 1 quarter. The position peaked at $2.99K in Q3 2025. 163 funds tracked by Wall St. Rank hold BWX as of Q4 2025.

  • SYM Financial Corp reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • SYM Financial Corp sold 130 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2025, an estimated $2.99K.
  • SYM Financial Corp first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • SYM Financial Corp's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.99K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.