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SPDR Bloomberg International Treasury Bond ETF (BWX) Institutional Ownership

SPDR Bloomberg International Treasury Bond ETF logo
$22.87 -0.02 (-0.09%)
As of 07/18/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR Bloomberg International Treasury Bond ETF (NYSEARCA:BWX)

Current
Institutional Ownership
Percentage
73.32%
Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$94.53M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$1.99M
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BWX Institutional Buying and Selling by Quarter

SPDR Bloomberg International Treasury Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Pure Financial Advisors LLC48,524$1.14M0.0%-5.1%0.073%
7/17/2025 Spartan Planning & Wealth Management176,993$4.16M3.6%+64.6%0.267%
7/17/2025 Fifth Third Securities Inc.19,101$449K0.0%-28.1%0.029%
7/14/2025 Golden State Equity Partners33,102$778K0.1%-16.2%0.050%
7/11/2025 Annex Advisory Services LLC3,130,772$73.54M1.8%N/A4.787%
7/10/2025 Worth Asset Management LLC31,420$738K0.4%N/A0.048%
7/10/2025 Wealth Enhancement Advisory Services LLC9,730$227K0.0%N/A0.015%
7/9/2025 Baron Financial Group LLC112,126$2.63M1.5%+4.7%0.171%
7/7/2025 Upper Left Wealth Management LLC226,378$5.32M3.5%-0.7%0.346%
7/3/2025 Fiduciary Financial Group LLC10,747$253K0.0%N/A0.017%
5/16/2025Jones Financial Companies Lllp369,949$8.09M0.0%+544.1%0.587%
5/14/2025RPg Family Wealth Advisory LLC350,163$7.66M2.2%+1.9%0.728%
5/12/2025Covestor Ltd12,341$270K0.2%-3.7%0.026%
5/1/2025 Fifth Third Securities Inc.26,552$580K0.0%-12.5%0.055%
4/28/2025First Horizon Advisors Inc.12,021$263K0.0%-72.1%0.025%
4/4/2025Quent Capital LLC110,994$2.43M0.3%+5.7%0.245%
2/17/2025Fairview Capital Investment Management LLC36,091$772K0.0%+6.4%0.080%
2/17/2025Colonial Trust Co SC1,218$27K0.0%-67.1%0.003%
2/17/2025Ameriprise Financial Inc.219,251$4.69M0.0%+8.1%0.486%
2/14/2025Coppell Advisory Solutions LLC1,936$42K0.0%-37.8%0.004%
2/13/2025Covestor Ltd12,821$274K0.2%+4.0%0.028%
2/12/2025JPMorgan Chase & Co.12,435$266K0.0%-7.8%0.028%
2/10/2025RPg Family Wealth Advisory LLC343,716$7.35M2.6%-2.9%0.762%
2/7/2025United Community Bank5,354$115K0.0%-13.3%0.012%
2/6/2025Cullen Frost Bankers Inc.1,588$34K0.0%N/A0.004%
2/6/2025Jones Financial Companies Lllp57,433$1.23M0.0%+67.5%0.127%
2/3/2025First Horizon Advisors Inc.43,143$923K0.0%+259.6%0.096%
2/3/2025Leuthold Group LLC394,371$8.44M1.0%-3.9%0.874%
1/29/2025Quent Capital LLC105,036$2.25M0.2%+49.5%0.227%
1/23/2025Strategic Wealth Investment Group LLC10,009$214K0.0%N/A0.021%
1/23/2025 Fifth Third Securities Inc.30,331$649K0.1%+5.3%0.064%
1/22/2025Strategic Wealth Investment Group LLC10,009$214K0.0%N/A0.021%
1/21/2025Euro Pacific Asset Management LLC56,818$1.23M0.3%+1.3%0.119%
12/26/2024JPMorgan Chase & Co.13,486$315K0.0%+21.7%0.031%
11/14/2024RPg Family Wealth Advisory LLC354,070$8.27M2.4%+2,309.8%0.812%
11/8/2024First Horizon Advisors Inc.11,998$280K0.0%-24.9%0.027%
10/9/2024Money Design Co. Ltd.79,807$1.86M0.1%-1.2%0.176%
8/12/2024Leuthold Group LLC413,245$8.86M1.0%+0.2%1.049%
8/5/2024BTS Asset Management Inc.15,620$335K0.3%+32.8%0.040%
7/15/2024 Fifth Third Securities Inc.29,044$622K0.1%+16.9%0.072%
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5/11/2024Covestor Ltd10,521$234K0.1%+10.9%0.026%
5/6/2024Leuthold Group LLC412,235$9.17M1.0%-9.3%1.031%
5/3/2024United Community Bank3,877$86K0.0%+27.5%0.010%
5/2/2024Quent Capital LLC72,559$1.61M0.2%+5.3%0.181%
4/22/2024BTS Asset Management Inc.11,764$262K0.2%+11.4%0.029%
3/4/2024Richardson Financial Services Inc.1,477$34K0.0%N/A0.004%
2/15/2024Comerica Bank58,423$1.35M0.0%+309.4%0.143%
2/13/2024Fairview Capital Investment Management LLC34,116$791K0.0%-15.8%0.084%
2/13/2024Jones Financial Companies Lllp25,862$599K0.0%-6.3%0.063%
2/6/2024Cullen Frost Bankers Inc.22,991$533K0.0%N/A0.056%
2/6/2024Leuthold Group LLC454,432$10.53M1.3%-20.5%1.114%
2/6/2024First Horizon Advisors Inc.92,034$2.13M0.1%+582.1%0.226%
1/31/2024Euro Pacific Asset Management LLC51,261$1.21M0.3%-5.1%0.126%
1/29/2024Tennessee Valley Asset Management Partners11,050$256K0.1%N/A0.027%
1/29/2024Money Design Co. Ltd.139,460$3.23M0.2%+2.1%0.342%
1/24/2024Tsfg LLC2,118$49K0.0%-45.5%0.005%
1/19/2024Quent Capital LLC68,908$1.60M0.2%-82.2%0.160%
1/18/2024BTS Asset Management Inc.10,561$245K0.2%N/A0.024%
1/17/2024 Fiduciary Alliance LLC9,468$219K0.0%-18.8%0.021%
1/11/2024 Worth Asset Management LLC9,957$231K0.2%N/A0.022%
11/16/2023Blueprint Investment Partners LLC150,708$3.20M1.0%+17.5%0.355%
11/14/2023Jones Financial Companies Lllp27,588$586K0.0%-11.1%0.067%
11/13/2023Financial Engines Advisors L.L.C.489,983$10.41M0.0%-43.8%1.186%
11/7/2023Leuthold Group LLC571,779$12.15M1.7%-30.1%1.426%
11/6/2023Euro Pacific Asset Management LLC54,038$1.16M0.3%+7.9%0.135%
10/30/2023Arete Wealth Advisors LLC12,187$259K0.0%N/A0.030%
10/30/2023Money Design Co. Ltd.136,536$2.90M0.2%+1.3%0.340%
10/27/2023First Horizon Advisors Inc.13,492$287K0.0%-22.3%0.034%
10/18/2023 Fiduciary Alliance LLC11,665$248K0.0%+21.9%0.029%
10/17/2023Newbridge Financial Services Group Inc.1,179$25K0.0%-35.0%0.003%
10/10/2023Quent Capital LLC386,258$8.20M1.3%+8.0%0.983%
8/11/2023Financial Engines Advisors L.L.C.872,544$19.68M0.0%+3.5%2.073%
8/9/2023Flow Traders U.S. LLC25,819$582K0.0%N/A0.061%
8/9/2023Jones Financial Companies Lllp31,026$700K0.0%-3.4%0.074%
8/8/2023Leuthold Group LLC818,347$18.45M2.4%-0.5%1.944%
7/28/2023Money Design Co. Ltd.134,816$3.04M0.2%+381.6%0.323%
7/18/2023 Fiduciary Alliance LLC9,568$216K0.0%N/A0.022%
7/10/2023Quent Capital LLC357,784$8.07M1.3%+5.5%0.815%
5/11/2023Jones Financial Companies Lllp32,132$743K0.0%-1.4%0.070%
5/5/2023Assetmark Inc.100,564$2.33M0.0%-44.3%0.217%
5/2/2023Vicus Capital79,951$1.85M0.2%N/A0.172%
4/27/2023Money Design Co. Ltd.27,995$647K0.0%+4.4%0.060%
4/26/2023Q3 Asset Management79,452$1.84M1.5%N/A0.171%
4/18/2023Leuthold Group LLC822,308$19.01M2.5%+0.9%1.720%
4/17/2023First National Bank of South Miami2,371$55K0.0%-17.7%0.005%
4/6/2023Quent Capital LLC339,105$7.84M1.3%+4.8%0.693%
3/6/2023OLD Mission Capital LLC5,930$133K0.0%N/A0.012%
2/10/2023First Horizon Advisors Inc.54,728$1.23M0.0%+210.3%0.106%
2/10/2023Fairview Capital Investment Management LLC49,672$1.11M0.1%-61.5%0.097%
2/10/2023CoreCap Advisors LLC69,637$1.56M0.1%N/A0.135%
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2/2/2023Congress Wealth Management LLC DE41,718$936K0.0%-1.4%0.084%
2/2/2023 Silver Oak Securities Incorporated18,061$405K0.1%N/A0.036%
1/31/2023Leuthold Group LLC814,684$18.27M2.5%+32.0%1.585%
1/31/2023Money Design Co. Ltd.26,826$602K0.0%+11.9%0.054%
1/26/2023Comerica Bank117,581$2.74M0.0%+469.0%0.236%
1/19/2023Quent Capital LLC323,517$7.26M1.3%-10.1%0.648%
1/18/2023Private Trust Co. NA1,602$36K0.0%N/A0.003%
1/12/2023First National Bank of South Miami2,881$65K0.0%-29.9%0.006%
11/15/2022Fairview Capital Investment Management LLC129,031$2.69M0.2%-7.0%0.312%
11/15/2022Flow Traders U.S. LLC10,530$219K0.0%N/A0.025%
(Data available from 1/1/2016 forward)

BWX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BWX shares?

During the previous two years, 37 institutional investors and hedge funds held shares of SPDR Bloomberg International Treasury Bond ETF. The most heavily invested institutionals were Annex Advisory Services LLC ($73.54M), Financial Engines Advisors L.L.C. ($10.41M), Leuthold Group LLC ($8.44M), Jones Financial Companies Lllp ($8.09M), RPg Family Wealth Advisory LLC ($7.66M), Upper Left Wealth Management LLC ($5.32M), and Ameriprise Financial Inc. ($4.69M).Learn more on SPDR Bloomberg International Treasury Bond ETF's institutional investors.

What percentage of SPDR Bloomberg International Treasury Bond ETF's stock is owned by institutional investors?

73.32% of SPDR Bloomberg International Treasury Bond ETF's stock is owned by institutional investors. Learn more on BWX's institutional investor holdings.

Which institutional investors have been buying SPDR Bloomberg International Treasury Bond ETF's stock?

Of the 30 institutional investors that purchased SPDR Bloomberg International Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Annex Advisory Services LLC ($3.13M), RPg Family Wealth Advisory LLC ($345.82K), Jones Financial Companies Lllp ($335.67K), Money Design Co. Ltd. ($111.47K), First Horizon Advisors Inc. ($109.69K), Quent Capital LLC ($72.88K), and Spartan Planning & Wealth Management ($69.49K).

How much institutional buying is happening at SPDR Bloomberg International Treasury Bond ETF?

Institutional investors have bought a total of 4,060,785 shares in the last 24 months. This purchase volume represents approximately $94.53M in transactions.

Which of SPDR Bloomberg International Treasury Bond ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold SPDR Bloomberg International Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Horizon Advisors Inc. ($35.11K), Leuthold Group LLC ($15.80K), Fifth Third Securities Inc. ($11.23K), RPg Family Wealth Advisory LLC ($10.35K), Golden State Equity Partners ($6.42K), Pure Financial Advisors LLC ($2.60K), and Colonial Trust Co SC ($2.48K).

How much institutional selling is happening at SPDR Bloomberg International Treasury Bond ETF?

Institutional investors have sold a total of 90,188 shares in the last 24 months. This volume of shares sold represents approximately $1.99M in transactions.



This page (NYSEARCA:BWX) was last updated on 7/19/2025 by MarketBeat.com Staff
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