Creative Planning
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 1540235
OVERLAND PARK, KS
Position in BWX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,248,030
-$2,401,656 QoQ
Shares Held
1,256,828
-7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#5
of 66 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWX Over Time
Shares Held
Position Value (USD)
All Filings in BWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,248,030 | 1,256,828 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $29,649,686 | 1,350,783 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $24,778,156 | 1,099,785 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,932,794 | 997,078 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,949,805 | 806,718 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $21,807,186 | 997,584 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,183,753 | 943,607 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,298,007 | 954,538 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $19,757,902 | 921,974 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $19,794,444 | 890,038 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $18,642,561 | 804,252 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $16,143,737 | 760,063 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $14,917,659 | 661,537 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $13,558,237 | 586,429 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,213,695 | 544,525 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,874,586 | 474,056 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,288,763 | 487,425 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,652,151 | 601,312 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,191,485 | 678,864 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,275,382 | 636,108 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $17,064,119 | 581,401 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $21,874,931 | 750,684 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $19,830,487 | 634,982 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,713,937 | 192,583 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $10,006,386 | 346,122 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,327,264 | 155,657 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||