BWX — SPDR BARCLAYS INTL SERIES TRUS OTHER

Ownership history in US BANCORP \DE\ · 62 quarters on record

This page tracks every 13F SEC filing in which US BANCORP \DE\ reported a position in SPDR BARCLAYS INTL SERIES TRUS OTHER (BWX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.15% (2011 Q3)

Avg. % of fund

0.05%

First filed

2009 Q1

Last filed

2025 Q3

Quarters held

62

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	ADDED	395	+276	+231.9%	0.00%	$9K	$22.74
2025 Q1	REDUCED	119	-4,718	-97.5%	0.00%	$3K	$21.38
2024 Q2	ADDED	4,837	+4,316	+828.4%	0.00%	$104K	$20.66
2023 Q4	REDUCED	521	-51	-8.9%	0.00%	$12K	$22.17

% of Fund (quarterly) BWX price (monthly, adj. close)

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% LEUTHOLD GROUP, LLC 3Y 7Y 2.03% 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%

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