BWX — SPDR Barclays International Tr BRCLYS INTL ETF

Ownership history in LEUTHOLD GROUP, LLC  ·  54 quarters on record

AI Ownership Summary

LEUTHOLD GROUP, LLC reported SPDR Barclays International Tr BRCLYS INTL ETF (BWX) in 54 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.35% in 2025 Q2. The latest visible filing shows BWX at 2.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEUTHOLD GROUP, LLC's position in SPDR Barclays International Tr BRCLYS INTL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BWX was reported at 2.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.35% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BWX stock page LEUTHOLD GROUP, LLC fund profile LEUTHOLD GROUP, LLC full holdings
How LEUTHOLD GROUP, LLC held BWX — position size vs. price
% of Fund (quarterly)    BWX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 832,892 -5,140 -0.6% 2.03% $18.8M 2026-02-14 (Est.) $23.04
2025 Q3 REDUCED 838,032 -1,113 -0.1% 2.11% $19.3M 2025-11-06 $22.47
2025 Q2 ADDED 839,145 +31,426 +3.9% 2.35% $19.7M 2025-08-13 $22.79
2025 Q1 ADDED 807,719 +413,348 +104.8% 2.29% $17.7M 2025-05-13 $22.08
2024 Q4 REDUCED 394,371 -15,803 -3.9% 1.01% $8.4M 2025-02-03 $20.88
2024 Q3 REDUCED 410,174 -3,071 -0.7% 1.07% $9.6M 2024-10-24 $21.62
2024 Q2 ADDED 413,245 +1,010 +0.2% 1.02% $8.9M 2024-08-12 $21.91
2024 Q1 REDUCED 412,235 -42,197 -9.3% 1.03% $9.2M 2024-05-06 $21.06
2023 Q4 REDUCED 454,432 -117,347 -20.5% 1.32% $10.5M 2024-02-06 $21.34
2023 Q3 REDUCED 571,779 -246,568 -30.1% 1.70% $12.1M 2023-11-07 $20.52
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BWX

As of 2025 Q4 — sorted by position size

Cerity Partners OCIO LLC 3Y 7Y 9.26% Upper Left Wealth Management, LLC 3Y 3.66% GOULD ASSET MANAGEMENT LLC /CA/ 3Y 7Y 2.71% VanderPol Investments L.L.C. 2.32% FLC Capital Advisors 3Y 7Y 1.81% Checchi Capital Advisers, LLC 3Y 7Y 1.76% Net Worth Advisory Group 1.73% Lifestyle Asset Management, Inc. 1.62% Baron Financial Group, LLC 3Y 1.6% Walkner Condon Financial Advisors LLC 3Y 1.44%

FAQ About LEUTHOLD GROUP, LLC and BWX

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEUTHOLD GROUP, LLC reported owning BWX?

LEUTHOLD GROUP, LLC reported BWX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BWX position in LEUTHOLD GROUP, LLC's portfolio?

The largest reported portfolio weight for BWX was 2.35% in 2025 Q2.

What is the latest reported BWX position on this page?

The most recent filing on this page is 2025 Q4, when LEUTHOLD GROUP, LLC reported 832,892 shares, equal to 2.03% of portfolio, with an estimated market value of $18.8M.

What does the chart on this BWX ownership page compare?

The chart compares LEUTHOLD GROUP, LLC's quarterly BWX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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