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Position history for Financial Engines Advisors L.L.C.Financial Engines Advisors L.L.C.'s holdings in SPDR SERIES TRUST

Financial Engines Advisors L.L.C. holds 360,232 shares of BWX (SPDR SERIES TRUST), worth $7.8M as of 2026-Q2. The position was decreased (-3.7% shares). BWX represents 0.0% of Financial Engines Advisors L.L.C.'s portfolio.

Current Value

$7.8M

Current Shares

360,232

Total Value Change

-$4.3M

Total Shares Change

-156,203

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
360,232
-3.7%
$7.8M0.0%$21.59
0
2026-Q1
Decreased
374,015
-5.8%
$8.2M0.0%$21.73
0
2025-Q4
Increased
397,095
+1.4%
$8.9M0.0%$22.23
28
2025-Q3
Decreased
391,801
-2.8%
$9M0.0%$22.51
0
2025-Q2
Decreased
403,152
-1.6%
$9.5M0.0%$22.86
0
2025-Q1
Decreased
409,923
-23.8%
$9M0.0%$21.17
0
2024-Q4
Increased
538,158
+4.2%
$11.5M0.0%$20.64
29
2024-Q3
Increased
516,435
+14.7%
$12.1M0.0%$22.40
32

Other major holders of BWX: Steward Partners Investment Advisory, LLC, MANUFACTURERS LIFE INSURANCE COMPANY, THE, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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