Atwood & Palmer’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Atwood & Palmer’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-830	Closed	-$24K	–	383
2022 Q2	$24K	Hold	830	–	–	﹤0.01%	274
2022 Q1	$29K	Hold	830	–	–	﹤0.01%	280
2021 Q4	$31K	Hold	830	–	–	﹤0.01%	278
2021 Q3	$32K	Hold	830	–	–	﹤0.01%	261
2021 Q2	$32K	Buy	+830	New	+$32.3K	﹤0.01%	255
2017 Q1	–	Sell	-134	Closed	-$4K	–	317
2016 Q4	$4K	Hold	134	–	–	﹤0.01%	297
2016 Q3	$4K	Buy	+134	New	+$4.08K	﹤0.01%	294

Other funds holding GWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Atwood & Palmer's GWX Position: Q3 2022 in Review

Atwood & Palmer sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2022, closing a stake of 830 shares — an estimated $24K sold.

Atwood & Palmer first reported a position in GWX in Q3 2016 and held it in 7 quarters. The position peaked at $32K in Q3 2021. 205 funds tracked by Wall St. Rank hold GWX as of Q3 2022.

Atwood & Palmer reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2022 after selling out during the quarter.
Atwood & Palmer sold 830 State Street SPDR S&P International Small Cap ETF shares in Q3 2022, an estimated $24K.
Atwood & Palmer first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2016 and held it in 7 quarters.
Atwood & Palmer's State Street SPDR S&P International Small Cap ETF position peaked at $32K in Q3 2021.
205 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2022.

Based on Atwood & Palmer's 13F filing for Q3 2022, filed 12 Oct 2022.