Baird Financial Group
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Baird Financial Group’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Baird Financial Group’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
2024
Q4 		– Sell
-33,252
Closed -$1.13M – 1780
2024
Q3 		$1.13M Sell
33,252
-266
-0.8% -$8.67K ﹤0.01% 1136
2024
Q2 		$1.06M Sell
33,518
-1,443
-4% -$46.3K ﹤0.01% 1145
2024
Q1 		$1.14M Sell
34,961
-955
-3% -$29.9K ﹤0.01% 1125
2023
Q4 		$1.14M Sell
35,916
-3,046
-8% -$89.4K ﹤0.01% 1095
2023
Q3 		$1.14M Hold
38,962
– – ﹤0.01% 1075
2023
Q2 		$1.19M Buy
38,962
+904
+2% +$28K ﹤0.01% 1062
2023
Q1 		$1.18M Buy
38,058
+6,237
+20% +$192K ﹤0.01% 1048
2022
Q4 		$936K Buy
+31,821
New +$901K ﹤0.01% 1084
2019
Q3 		– Sell
-7,287
Closed -$218K – 1521
2019
Q2 		$218K Hold
7,287
– – ﹤0.01% 1445
2019
Q1 		$221K Hold
7,287
– – ﹤0.01% 1224
2018
Q4 		$203K Sell
7,287
-88,700
-92% -$2.72M ﹤0.01% 1213
2018
Q3 		$3.3M Buy
95,987
+167
+0.2% +$5.69K 0.02% 549
2018
Q2 		$3.29M Sell
95,820
-7,582
-7% -$270K 0.02% 528
2018
Q1 		$3.66M Buy
103,402
+10
+0% +$360 0.03% 486
2017
Q4 		$3.67M Sell
103,392
-15,552
-13% -$552K 0.03% 477
2017
Q3 		$4.17M Buy
118,944
+3,026
+3% +$103K 0.03% 451
2017
Q2 		$3.87M Sell
115,918
-2,818
-2% -$91.7K 0.03% 456
2017
Q1 		$3.74M Sell
118,736
-101
-0.1% -$3.1K 0.03% 458
2016
Q4 		$3.45M Sell
118,837
-328
-0.3% -$9.88K 0.03% 449
2016
Q3 		$3.74M Buy
119,165
+65,363
+121% +$1.99M 0.03% 429
2016
Q2 		$1.61M Buy
53,802
+46,702
+658% +$1.37M 0.01% 608
2016
Q1 		$203K Sell
7,100
-804
-10% -$21.5K ﹤0.01% 1154
2015
Q4 		$223K Buy
7,904
+235
+3% +$6.76K ﹤0.01% 1138
2015
Q3 		$211K Hold
7,669
– – ﹤0.01% 1149
2015
Q2 		$234K Buy
+7,669
New +$235K ﹤0.01% 1182

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Baird Financial Group's GWX Position: Q4 2024 in Review

Baird Financial Group sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2024, closing a stake of 33,252 shares — an estimated $1.13M sold.

Baird Financial Group first reported a position in GWX in Q2 2015 and held it in 25 quarters. The position peaked at $4.17M in Q3 2017. 212 funds tracked by Wall St. Rank hold GWX as of Q4 2024.

  • Baird Financial Group reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Baird Financial Group sold 33,252 State Street SPDR S&P International Small Cap ETF shares in Q4 2024, an estimated $1.13M.
  • Baird Financial Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2015 and held it in 25 quarters.
  • Baird Financial Group's State Street SPDR S&P International Small Cap ETF position peaked at $4.17M in Q3 2017.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2024.

Based on Baird Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.