SS SPDR BB Intl Treasury BDBWXETF

13F holders, Q4 2024 (December 31)
131holders +7
19new positions
16sold out
$21.39avg. 13F price*

At the end of Q4 2024, 131 institutions reported holding SS SPDR BB Intl Treasury BD (BWX) in their 13F filings, up 7 from Q3 2024. 19 opened new positions and 16 sold out. The largest holders were Manufacturers Life Insurance Company, The ($152.2M), Cerity Partners OCIO LLC ($98.3M) and Morgan Stanley ($42.7M).

Company
SS SPDR BB Intl Treasury BD
Filed as
SPDR SER TR (Q4 2024)
CUSIP
78464A516
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 125Q1 2024Q2 2024: 123Q2 2024Q3 2024: 124Q3 2024Q4 2024: 131Q4 2024Q1 2025: 127Q1 2025Q2 2025: 152Q2 2025Q3 2025: 150Q3 2025Q4 2025: 163Q4 2025Q1 2026: 161Q1 2026Q2 2026: 157Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions19$17.3M
Exits16$24.3M

All 13F filers, Q3 2024 → Q4 2024: 2,897,520 shares bought and 4,150,757 shares sold, net −1,253,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 131 holders

Manufacturers Life Insurance Company, The 0.13% Add +7.1% 7,116,999 $152.2M
Cerity Partners OCIO LLC 6.52% Add +12.1% 4,594,235 $98.3M
Morgan Stanley 0.00% Reduce -3.2% 1,994,408 $42.7M
Checchi Capital Advisers, LLC 2.24% Reduce -62.8% 1,401,933 $30.0M
Envestnet Asset Management Inc. 0.01% Add +70.3% 1,125,349 $24.1M
Creative Planning 0.02% Reduce -1.1% 943,607 $20.2M
Financial Engines Advisors L.L.C. 0.02% Add +4.2% 538,158 $11.5M
LPL Financial LLC 0.00% Reduce -1.1% 527,610 $11.3M
Ackerman Capital Advisors, LLC 2.32% New 412,910 $8.8M
Leuthold Group, LLC 1.01% Reduce -3.9% 394,371 $8.4M
Jane Street Group, LLC 0.01% Add +91.5% 370,783 $7.9M
Cetera Investment Advisers 0.02% Add +0.9% 359,092 $7.7M
Net Worth Advisory Group 2.26% Reduce -3.8% 348,230 $7.4M
RPg Family Wealth Advisory, LLC 2.60% Reduce -2.9% 343,716 $7.4M
UBS Group AG 0.00% Add +71.7% 272,431 $5.8M
Bank of America Corp. 0.00% Reduce -8.8% 238,490 $5.1M
Peak Financial Management, Inc. 1.51% Reduce -7.1% 235,931 $5.0M
Tectonic Advisors LLC 0.32% No change 229,525 $4.9M
Ameriprise Financial Inc. 0.00% Add +8.1% 219,251 $4.7M
Avantax Advisory Services, Inc. 0.03% New 201,544 $4.3M
Blueprint Investment Partners LLC 0.66% Reduce -67.2% 193,416 $4.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +38.5% 183,850 $3.9M
Wells Fargo & Company 0.00% Reduce -6.8% 175,035 $3.7M
Mackenzie Financial Corp. 0.01% No change 173,005 $3.7M
Upper Left Wealth Management, LLC 2.44% Add +3.4% 133,298 $2.9M
State Street Corp. 0.00% Reduce -48.0% 121,611 $2.6M
Assetmark, Inc. 0.01% Reduce -0.5% 110,265 $2.4M
MML Investors Services, LLC 0.01% Add +61.1% 107,518 $2.3M
Quent Capital, LLC 0.23% Add +49.5% 105,036 $2.2M
Baron Financial Group, LLC 1.36% Add +5.5% 102,801 $2.2M
Walkner Condon Financial Advisors LLC 0.39% Add +15.8% 89,849 $1.9M
Croban 1.69% — 80,317 $1.7M
Park Avenue Securities LLC 0.02% New 73,918 $1.6M
Auour Investments LLC 0.55% Reduce -3.9% 73,658 $1.6M
Stifel Financial Corp. 0.00% Reduce -0.6% 73,598 $1.6M
Osaic Holdings, Inc. 0.00% Add +15.9% 73,320 $1.6M
Comerica Bank 0.01% Add +769.3% 70,332 $1.5M
Euro Pacific Asset Management, LLC 0.27% Add +1.3% 56,818 $1.2M
Jones Financial Companies LLLP 0.00% Add +67.5% 57,433 $1.2M
Atria Wealth Solutions, Inc. 0.01% Reduce -23.2% 50,254 $1.1M
Pure Financial Advisors, LLC 0.02% Add +8.5% 45,106 $965K
Royal Bank of Canada 0.00% Add +46.2% 44,595 $954K
First Horizon Advisors, Inc. 0.03% Add +259.6% 43,143 $923K
Spartan Planning & Wealth Management 0.84% — 42,979 $919K
Fairview Capital Investment Management, LLC 0.04% Add +6.4% 36,091 $772K
CoreCap Advisors, LLC 0.04% Add +2.1% 35,934 $769K
Convergence Financial, LLC 0.14% Reduce -5.2% 32,914 $704K
Natixis Advisors, LLC 0.00% New 31,358 $671K
Raymond James Financial Inc. 0.00% — 31,279 $669K
Fifth Third Securities, Inc. 0.06% Add +5.3% 30,331 $649K
Kestra Advisory Services, LLC 0.00% Reduce -4.2% 29,453 $630K
Legacy Wealth Asset Management, LLC 0.17% Reduce -1.1% 29,365 $628K
PNC Financial Services Group, Inc. 0.00% Reduce -5.5% 25,829 $552K
Visionary Wealth Advisors 0.03% New 25,248 $540K
Oppenheimer & Co. Inc. 0.01% Add +2.7% 23,286 $498K
Vontobel Holding Ltd. 0.00% Add +4.1% 22,228 $475K
Eclectic Associates Inc. 0.14% Reduce -13.8% 21,794 $466K
Commonwealth Equity Services, LLC 0.00% Reduce -0.4% 19,904 $426K
Citigroup Inc. 0.00% Add +17.1% 19,873 $425K
Cardiff Park Advisors, LLC 0.04% No change 18,435 $394K
Snowden Capital Advisors LLC 0.01% No change 17,938 $384K
Truist Financial Corp. 0.00% New 16,389 $351K
Investment Advisory Group, LLC 0.12% Add +0.7% 16,164 $346K
Client 1ST Advisory Group, LLC 0.13% Add +10.5% 15,538 $332K
Mariner, LLC 0.00% Add +2.5% 15,133 $324K
CW Advisors, LLC 0.00% Reduce -0.1% 14,164 $303K
Principal Securities, Inc. 0.01% Add +20.1% 13,610 $291K
Tennessee Valley Asset Management Partners 0.05% Add +8.7% 13,198 $282K
Post Resch Tallon Group Inc. 0.27% — 13,257 $282K
4Thought Financial Group Inc. 0.17% Add +1.2% 13,132 $281K
Covestor Ltd 0.17% Add +4.0% 12,821 $274K
SeaCrest Wealth Management, LLC 0.03% Reduce -3.0% 12,783 $273K
JPMorgan Chase & Co. 0.00% Reduce -7.8% 12,435 $266K
Strategic Wealth Investment Group, LLC 0.01% New 10,009 $250K
HM Payson & Co. 0.00% No change 11,381 $243K
Napa Wealth Management 0.10% Reduce -56.1% 10,526 $225K
Altiora Financial Group, LLC 0.05% Add +0.6% 10,259 $219K
Cerity Partners LLC 0.00% Reduce -2.1% 10,053 $215K
Mercer Global Advisors Inc. 0.00% Reduce -38.5% 9,806 $210K
Csenge Advisory Group 0.01% New 9,711 $208K
Wealth Enhancement Advisory Services, LLC 0.00% New 9,657 $207K
Steward Partners Investment Advisory, LLC 0.00% Add +925.5% 9,147 $196K
Synergy Asset Management, LLC 0.01% New 7,789 $182K
Realta Investment Advisors 0.06% Add +24333.3% 7,330 $156K
United Community Bank 0.04% Reduce -13.3% 5,354 $115K
Bank of Montreal 0.00% Reduce -13.6% 3,552 $76K
Breakwater Investment Management 0.03% Add +47.5% 2,807 $60K
AE Wealth Management LLC 0.00% New 2,726 $58K
Johnson Financial Group, Inc. 0.00% No change 2,400 $51K
Tsfg, LLC 0.01% No change 2,118 $45K
Coppell Advisory Solutions LLC 0.01% Reduce -37.8% 1,936 $42K
Cape Investment Advisory, Inc. 0.01% Reduce -1.3% 1,623 $35K
Gen-Wealth Partners Inc 0.01% Add +0.9% 1,598 $34K
Cullen/Frost Bankers, Inc. 0.00% New 1,588 $34K
Richardson Financial Services Inc. 0.02% Reduce -7.5% 1,430 $31K
Colonial Trust Co / SC 0.00% Reduce -67.0% 1,218 $27K
Physician Wealth Advisors, Inc. 0.00% New 1,199 $26K
SBI Securities Co., Ltd. 0.00% — 979 $21K
MAI Capital Management 0.00% New 902 $19K
Transce3nd, LLC 0.01% — 898 $19K

"% of holder's portfolio" is BWX's weight in each manager's 13F, not the share of SS SPDR BB Intl Treasury BD the manager owns.

Show all 131 holders