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Disclosery

BWX SPDR SERIES TRUST

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ST INTL BBG ETF (fund)

131 managers (133 13F filers) reported a position in BWX shares at 2024-12-31, 24,905,460 shares in all. 18 filers opened a position and 16 filers sold out during the quarter.

Managers
131
13F filers
133
New
18
Added
44
Reduced
37
Sold out
16
Shares held by filers
24,905,460

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …7,116,999$152M0.13%+472,74013F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding4,604,288$98.5M+496,221Timeline
MORGAN STANLEYin group MORGAN STANLEY1,994,408$42.7M<0.01%-65,82613F-HR/ATimelineGroup
Checchi Capital Advisers, LLC1,401,933$30M2.24%-2,368,53013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,309,199$28M+515,878Timeline
Creative Planningin group Creative Planning943,607$20.2M0.02%-10,93113F-HRTimelineGroup
Financial Engines Advisors L.L.C.538,158$11.5M0.02%+21,72313F-HRTimeline
LPL Financial LLC527,610$11.3M<0.01%-5,90913F-HRTimeline
Ackerman Capital Advisors, LLC412,910$8.83M2.32%new13F-HRTimeline
LEUTHOLD GROUP, LLC394,371$8.44M1.01%-15,80313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC370,783$7.93M0.01%+177,16013F-HRTimelineGroup
Cetera Investment Advisers359,092$7.68M0.02%+3,18713F-HRTimeline
Net Worth Advisory Group348,230$7.45M2.26%-13,77313F-HRTimeline
RPg Family Wealth Advisory, LLC343,716$7.35M2.6%-10,35413F-HRTimeline
UBS Group AGin group UBS Group AG272,431$5.83M<0.01%+113,74513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/238,490$5.1M<0.01%-22,93413F-HRTimelineGroup
Peak Financial Management, Inc.235,931$5.05M1.51%-18,07313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC229,525$4.91M0.32%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC219,251$4.69M<0.01%+16,40713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.201,544$4.31M0.03%new13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…193,416$4.14M0.66%-396,78213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN175,035$3.74M<0.01%-12,81513F-HRTimelineGroup
MACKENZIE FINANCIAL CORP173,005$3.7M0.01%013F-HR/ATimeline
Upper Left Wealth Management, LLC133,298$2.85M2.44%+4,42413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP121,611$2.6M<0.01%-112,09913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC110,265$2.36M0.01%-58913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC107,518$2.3M0.01%+40,78013F-HRTimeline
Quent Capital, LLC105,036$2.25M0.23%+34,79713F-HRTimeline
Baron Financial Group, LLC102,801$2.2M1.36%+5,34513F-HRTimeline
Walkner Condon Financial Advisors LLC89,849$1.92M0.39%+12,25813F-HRTimeline
CROBAN80,317$1.72M1.69%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC73,918$1.58M0.02%new13F-HRTimelineGroup
Auour Investments LLC73,658$1.58M0.55%-2,95713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,598$1.57M<0.01%-47113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,320$1.57M<0.01%+10,07913F-HR/ATimelineGroup
COMERICA BANK70,332$1.5M0.01%+62,24113F-HR/ATimeline
Euro Pacific Asset Management, LLC56,818$1.23M0.27%+71113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,433$1.23M<0.01%+23,14913F-HRTimelineGroup
Atria Wealth Solutions, Inc.50,254$1.07M0.01%-15,17613F-HRTimeline
Pure Financial Advisors, LLC45,106$965K0.02%+3,54713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,595$954K<0.01%+14,09113F-HRTimelineGroup
First Horizon Advisors, Inc.43,143$923K0.03%+31,14513F-HRTimeline
Spartan Planning & Wealth Management42,979$919K0.84%13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…36,091$772K0.04%+2,17513F-HRTimeline
CoreCap Advisors, LLC35,934$769K0.03%+74913F-HRTimeline
Convergence Financial, LLC32,914$704K0.14%-1,78813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers31,358$671K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,279$669K<0.01%13F-HR/ATimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…30,331$649K0.06%+1,51413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,453$630K<0.01%-1,30113F-HRTimelineGroup
Legacy Wealth Asset Management, LLC29,365$628K0.17%-32313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,829$552K<0.01%-1,51713F-HRTimelineGroup
Visionary Wealth Advisors25,248$540K0.03%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,286$498K0.01%+61613F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.22,228$475K<0.01%+88013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV21,794$466K0.14%-3,49413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,904$426K<0.01%-8013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC19,873$425K<0.01%+2,89713F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC18,435$394K0.04%013F-HRTimeline
Snowden Capital Advisors LLC17,938$384K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,389$351K<0.01%new13F-HRTimelineGroup
Investment Advisory Group, LLC16,164$346K0.12%+11313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC15,538$332K0.13%+1,47113F-HRTimeline
Mariner, LLCin group Mariner, LLC15,133$324K<0.01%+36913F-HRTimelineGroup
CW Advisors, LLC14,164$303K<0.01%-1113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,610$291K0.01%+2,27513F-HRTimelineGroup
Tennessee Valley Asset Management Partn…13,198$282K0.05%+1,05213F-HRTimeline
Post Resch Tallon Group Inc.13,257$282K0.27%13F-HRTimeline
4Thought Financial Group Inc.13,132$281K0.17%+15713F-HRTimeline
Covestor Ltd12,821$274K0.17%+49113F-HRTimeline
SeaCrest Wealth Management, LLC12,783$273K0.03%-39313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,435$266K<0.01%-1,05113F-HRTimelineGroup
HM PAYSON & CO11,381$243K<0.01%013F-HRTimeline
NAPA WEALTH MANAGEMENT10,526$225K0.1%-13,45313F-HRTimeline
Altiora Financial Group, LLC10,259$219K0.05%+6513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,806$210K<0.01%-6,13813F-HRTimeline
Csenge Advisory Group9,711$208K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,657$207K<0.01%new13F-HR/ATimeline
Steward Partners Investment Advisory, L…9,147$196K<0.01%+8,25513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC7,789$182K0.01%new13F-HRTimelineGroup
Realta Investment Advisors7,330$156K0.06%+7,30013F-HRTimeline
United Community Bankin group United Community Bank5,354$115K0.04%-82313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,552$76K<0.01%-55913F-HRTimelineGroup
Breakwater Investment Management2,807$60K0.03%+90413F-HR/ATimeline
AE Wealth Management LLC2,726$58.3K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,400$51.4K<0.01%013F-HRTimelineGroup
TSFG, LLC2,118$45K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC1,936$41.6K0.01%-1,17813F-HRTimeline
Cape Investment Advisory, Inc.1,623$34.7K0.01%-2213F-HRTimeline
Gen-Wealth Partners Inc1,598$34.2K0.01%+1413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,588$34K<0.01%new13F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.1,430$30.7K0.02%-11613F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,218$27K<0.01%-2,47913F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,199$25.6K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.979$20.9K<0.01%13F-HRTimeline
MAI Capital Management902$19.3K<0.01%new13F-HRTimeline
Transce3nd, LLC898$19.2K0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC884$18.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC725$15.5K<0.01%013F-HRTimeline
Castleview Partners, LLC675$14.4K0.01%new13F-HR/ATimeline
BLAIR WILLIAM & CO/IL640$13.7K<0.01%-44713F-HRTimeline
NewEdge Advisors, LLC554$11.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC518$11.1K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC498$10.7K<0.01%+213F-HRTimeline
Allworth Financial LP300$6.43K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.300$6.42K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC287$6.14K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…314$6K<0.01%013F-HRTimeline
WealthShield Partners, LLC268$5.73K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…258$5.53K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC252$5.39K<0.01%013F-HRTimeline
Caitlin John, LLC237$5.07K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS218$4.66K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC139$3K<0.01%+113F-HRTimelineGroup
WOLFF WIESE MAGANA LLC127$2.72K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners127$2.71K<0.01%+113F-HRTimelineGroup
Sunbelt Securities, Inc.111$2.38K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.76$1.6K<0.01%+113F-HRTimelineGroup
Salomon & Ludwin, LLC66$1.41K<0.01%013F-HRTimeline
IFP Advisors, Inc57$1.22K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51$1.09K<0.01%-27213F-HRTimelineGroup
Pacifica Partners Inc.45$957<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.36$770<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC36$770<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.27$567<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC18$390<0.01%-8813F-HRTimelineGroup
High Note Wealth, LLC16$342<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$21<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Bradley & Co. Private Wealth Management…0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Global Wealth Strategies & Associates0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.