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Disclosery

BWX SPDR SERIES TRUST

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ST INTL BBG ETF (fund)

126 managers (129 13F filers) reported a position in BWX shares at 2025-03-31, 26,218,793 shares in all. 18 filers opened a position and 22 filers sold out during the quarter.

Managers
126
13F filers
129
New
18
Added
45
Reduced
42
Sold out
22
Shares held by filers
26,218,793

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 …6,365,875$139M0.13%-751,12413F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding5,044,551$110M+440,263Timeline
MORGAN STANLEYin group MORGAN STANLEY2,148,840$47M<0.01%+154,43213F-HRTimelineGroup
Checchi Capital Advisers, LLC1,610,568$35.2M2.49%+208,63513F-HRTimeline
Creative Planningin group Creative Planning997,584$21.8M0.02%+53,97713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding894,951$19.6M-414,248Timeline
LEUTHOLD GROUP, LLC807,719$17.7M2.29%+413,34813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC751,330$16.4M0.03%+380,54713F-HR/ATimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding628,183$13.7M+434,767Timeline
AVALON CAPITAL MANAGEMENT539,326$11.8M3.42%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC465,888$10.2M0.13%new13F-HRTimeline
LPL Financial LLC444,077$9.71M<0.01%-83,53313F-HRTimeline
Financial Engines Advisors L.L.C.409,923$8.96M0.02%-128,23513F-HRTimeline
Ackerman Capital Advisors, LLC401,451$8.78M2.32%-11,45913F-HRTimeline
Net Worth Advisory Group356,733$7.8M2.45%+8,50313F-HRTimeline
Cetera Investment Advisers355,110$7.76M0.02%-3,98213F-HRTimeline
RPg Family Wealth Advisory, LLC350,163$7.65M2.18%+6,44713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC343,025$7.5M0.47%+113,50013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/315,572$6.9M<0.01%+77,08213F-HRTimelineGroup
Upper Left Wealth Management, LLC228,057$4.99M3.58%+94,75913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC211,989$4.63M<0.01%-7,26213F-HRTimelineGroup
MACKENZIE FINANCIAL CORP173,005$3.78M0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC164,259$3.59M0.01%+56,74113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN145,045$3.17M<0.01%-29,99013F-HRTimelineGroup
UBS Group AGin group UBS Group AG117,947$2.58M<0.01%-154,48413F-HRTimelineGroup
Quent Capital, LLC110,994$2.43M0.25%+5,95813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC110,657$2.42M0.01%+39213F-HRTimelineGroup
Spartan Planning & Wealth Management107,507$2.35M2.28%+64,52813F-HRTimeline
Baron Financial Group, LLC107,056$2.34M1.47%+4,25513F-HRTimeline
Walkner Condon Financial Advisors LLC93,372$2.04M0.41%+3,52313F-HRTimeline
CROBAN79,589$1.74M1.6%-72813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,196$1.64M<0.01%+1,87613F-HRTimelineGroup
Auour Investments LLC70,627$1.63M0.59%-3,03113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,205$1.53M<0.01%-3,39313F-HRTimelineGroup
Blackhawk Capital Partners, LLC59,391$1.3M0.67%new13F-HRTimeline
Euro Pacific Asset Management, LLC54,998$1.23M0.22%-1,82013F-HRTimeline
HM PAYSON & CO54,208$1.18M0.02%+42,82713F-HRTimeline
Pure Financial Advisors, LLC51,125$1.12M0.02%+6,01913F-HRTimeline
Atria Wealth Solutions, Inc.50,393$1.1M0.01%+13913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47,782$1.04M<0.01%-9,65113F-HR/ATimelineGroup
Visionary Wealth Advisors43,037$941K0.06%+17,78913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…39,523$864K0.17%new13F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…36,191$791K0.04%+10013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,468$710K<0.01%+1,18913F-HRTimelineGroup
Convergence Financial, LLC31,858$696K0.14%-1,05613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP31,568$690K<0.01%-90,04313F-HRTimelineGroup
Legacy Wealth Asset Management, LLC29,570$646K0.18%+20513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,017$634K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,418$600K<0.01%-17,17713F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,311$597K<0.01%-2,14213F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…26,552$580K0.05%-3,77913F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV25,374$555K0.15%+3,58013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,189$507K0.01%-9713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,648$473K<0.01%-4,18113F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.21,642$473K<0.01%-58613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC19,735$431K<0.01%-16913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC19,653$430K<0.01%-22013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC18,435$403K0.04%013F-HRTimeline
Snowden Capital Advisors LLC18,365$401K0.01%+42713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,046$373K<0.01%new13F-HRTimelineGroup
Investment Advisory Group, LLC16,068$351K0.12%-9613F-HRTimeline
Tennessee Valley Asset Management Partn…14,267$312K0.05%+1,06913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC14,067$308K0.12%-1,47113F-HRTimeline
CW Advisors, LLC13,896$304K<0.01%-26813F-HRTimeline
FSM Wealth Advisors, LLC13,743$300K0.07%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,974$299K0.01%+36413F-HRTimelineGroup
4Thought Financial Group Inc.13,138$287K0.18%+613F-HRTimeline
Steward Partners Investment Advisory, L…13,112$287K<0.01%+3,96513F-HRTimeline
SeaCrest Wealth Management, LLC12,798$280K0.03%+1513F-HRTimeline
Post Resch Tallon Group Inc.12,713$278K0.28%-54413F-HRTimeline
Covestor Ltd12,341$270K0.18%-48013F-HRTimeline
First Horizon Advisors, Inc.12,021$263K0.01%-31,12213F-HRTimeline
Realta Investment Advisors11,911$260K0.12%+4,58113F-HRTimeline
Csenge Advisory Group10,959$252K0.01%+1,24813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,316$247K<0.01%-1,11913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,266$224K<0.01%+46013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,845$215K<0.01%new13F-HR/ATimelineGroup
COMERICA BANK9,716$212K<0.01%-60,61613F-HRTimeline
AE Wealth Management LLC6,077$133K<0.01%+3,35113F-HRTimeline
United Community Bankin group United Community Bank4,756$104K0.04%-59813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,179$69.5K<0.01%-37313F-HRTimelineGroup
Breakwater Investment Management2,807$61.4K0.03%013F-HRTimeline
CoreCap Advisors, LLC2,564$56K<0.01%-33,37013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,400$52.5K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,818$39.7K0.01%+60013F-HRTimelineGroup
Cape Investment Advisory, Inc.1,630$35.6K0.01%+713F-HRTimeline
Gen-Wealth Partners Inc1,615$35.3K0.01%+1713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,390$30.4K0.02%-4013F-HRTimeline
SBI Securities Co., Ltd.1,045$22.8K<0.01%+6613F-HRTimeline
MJT & Associates Financial Advisory Gro…988$21.6K0.02%13F-HRTimeline
MONTAG A & ASSOCIATES INC896$19.6K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL816$17.8K<0.01%+17613F-HRTimeline
FMR LLCin group FMR LLC646$14.1K<0.01%+62813F-HRTimelineGroup
HOWE & RUSLING INC640$14K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC518$11.3K<0.01%013F-HRTimeline
NewEdge Advisors, LLC494$10.8K<0.01%-6013F-HRTimeline
Smartleaf Asset Management LLC387$8.46K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.352$7.7K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.299$6.61K<0.01%+22313F-HRTimelineGroup
Pinnacle Bancorp, Inc.300$6.56K<0.01%013F-HRTimeline
Lord & Richards Wealth Management, LLC289$6.32K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC287$6.27K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…277$6.05K<0.01%new13F-HRTimeline
WealthShield Partners, LLC268$5.86K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…259$5.65K<0.01%+113F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC252$5.51K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC220$4.81K<0.01%new13F-HRTimeline
Allworth Financial LP134$3.09K<0.01%-16613F-HRTimeline
CWM, LLCin group CWM, LLC139$3K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners127$2.78K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC127$2.78K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\119$2.6K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.111$2.43K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.88$1.92K<0.01%new13F-HRTimeline
MAI Capital Management84$1.83K<0.01%-81813F-HRTimeline
Salomon & Ludwin, LLC66$1.44K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.59$1.29K<0.01%new13F-HRTimeline
IFP Advisors, Inc57$1.25K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.47$1.03K<0.01%-1,15213F-HRTimeline
Pacifica Partners Inc.45$1.01K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.36$787<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC36$787<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.26$557<0.01%-113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$22<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Bradley & Co. Private Wealth Management…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.