AE Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.7M | Buy |
40,318
+435
| +1% | +$18.9K | 0.01% | 696 |
|
|
2025
Q4 | $1.63M | Buy |
39,883
+1,972
| +5% | +$79.3K | 0.01% | 671 |
|
|
2025
Q3 | $1.52M | Buy |
37,911
+689
| +2% | +$26.7K | 0.01% | 637 |
|
|
2025
Q2 | $1.38M | Buy |
37,222
+1,041
| +3% | +$35.7K | 0.01% | 633 |
|
|
2025
Q1 | $1.16M | Buy |
36,181
+4,340
| +14% | +$139K | 0.01% | 665 |
|
|
2024
Q4 | $987K | Buy |
31,841
+1,576
| +5% | +$50.9K | 0.01% | 702 |
|
|
2024
Q3 | $1.03M | Buy |
30,265
+1,457
| +5% | +$47.5K | 0.01% | 683 |
|
|
2024
Q2 | $914K | Buy |
28,808
+1,332
| +5% | +$42.7K | 0.01% | 721 |
|
|
2024
Q1 | $892K | Sell |
27,476
-131,165
| -83% | -$4.1M | 0.01% | 677 |
|
|
2023
Q4 | $4.89M | Buy |
158,641
+18,869
| +13% | +$554K | 0.03% | 597 |
|
|
2023
Q3 | $4.07M | Buy |
139,772
+9,433
| +7% | +$288K | 0.02% | 601 |
|
|
2023
Q2 | $3.98M | Buy |
130,339
+21,834
| +20% | +$676K | 0.02% | 614 |
|
|
2023
Q1 | $3.36M | Buy |
108,505
+12,352
| +13% | +$381K | 0.02% | 624 |
|
|
2022
Q4 | $2.83M | Buy |
96,153
+44,824
| +87% | +$1.27M | 0.02% | 627 |
|
|
2022
Q3 | $1.34M | Buy |
51,329
+9,745
| +23% | +$286K | 0.01% | 832 |
|
|
2022
Q2 | $1.2M | Buy |
41,584
+4,152
| +11% | +$133K | 0.01% | 831 |
|
|
2022
Q1 | $1.32M | Buy |
37,432
+7,269
| +24% | +$257K | 0.01% | 831 |
|
|
2021
Q4 | $1.14M | Buy |
30,163
+6,773
| +29% | +$260K | 0.01% | 890 |
|
|
2021
Q3 | $900K | Buy |
23,390
+6,712
| +40% | +$262K | 0.01% | 908 |
|
|
2021
Q2 | $645K | Buy |
16,678
+2,605
| +19% | +$101K | 0.01% | 1034 |
|
|
2021
Q1 | $526K | Sell |
14,073
-686
| -5% | -$25.2K | 0.01% | 1008 |
|
|
2020
Q4 | $523K | Sell |
14,759
-48
| -0.3% | -$1.56K | 0.01% | 942 |
|
|
2020
Q3 | $450K | Sell |
14,807
-1,244
| -8% | -$36.6K | 0.01% | 911 |
|
|
2020
Q2 | $439K | Sell |
16,051
-21,742
| -58% | -$562K | 0.01% | 920 |
|
|
2020
Q1 | $861K | Buy |
37,793
+5,655
| +18% | +$158K | 0.02% | 525 |
|
|
2019
Q4 | $1.02M | Buy |
32,138
+7,470
| +30% | +$230K | 0.02% | 531 |
|
|
2019
Q3 | $725K | Buy |
+24,668
| New | +$722K | 0.02% | 524 |
|
|
2019
Q1 | – | Sell |
-9,156
| Closed | -$256K | – | 648 |
|
|
2018
Q4 | $256K | Sell |
9,156
-315
| -3% | -$9.67K | 0.04% | 389 |
|
|
2018
Q3 | $325K | Buy |
9,471
+456
| +5% | +$15.5K | 0.02% | 427 |
|
|
2018
Q2 | $309K | Buy |
+9,015
| New | +$321K | 0.02% | 326 |
|
|
2017
Q3 | – | Sell |
-6,299
| Closed | -$210K | – | 405 |
|
|
2017
Q2 | $210K | Buy |
+6,299
| New | +$205K | 0.03% | 353 |
|
Other funds holding GWX
WSFS
TCIIS
