Baldrige Asset Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Baldrige Asset Management’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
2023 Q1	$13K	Hold	425	–	–	0.01%	246
2022 Q4	$12K	Hold	425	–	–	0.01%	242
2022 Q3	$11K	Hold	425	–	–	0.01%	242
2022 Q2	$12K	Hold	425	–	–	0.01%	245
2022 Q1	$15K	Hold	425	–	–	0.01%	246
2021 Q4	$16K	Hold	425	–	–	0.01%	249
2021 Q3	$16K	Hold	425	–	–	0.01%	253
2021 Q2	$16K	Buy	+425	New	+$16.5K	0.01%	262

Other funds holding GWX

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

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

CFB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Baldrige Asset Management's GWX Position: Q1 2023 in Review

Baldrige Asset Management held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q1 2023 at 425 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #246.

Baldrige Asset Management first reported a position in GWX in Q2 2021 and has held it in 8 quarters since. The position peaked at $16K in Q4 2021. 221 funds tracked by Wall St. Rank hold GWX as of Q1 2023.

Baldrige Asset Management held 425 shares of State Street SPDR S&P International Small Cap ETF worth $13K as of Q1 2023.
Baldrige Asset Management left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q1 2023.
State Street SPDR S&P International Small Cap ETF made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #246 holding.
Baldrige Asset Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's State Street SPDR S&P International Small Cap ETF position peaked at $16K in Q4 2021.
221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.