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

Bedel Financial Consulting’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 Q2	–	Sell	-1,560	Closed	-$55K	–	468
2022 Q1	$55K	Hold	1,560	–	–	0.02%	374
2021 Q4	$59K	Buy	1,560 +18	+1%	+$690	0.02%	368
2021 Q3	$59K	Hold	1,542	–	–	0.02%	360
2021 Q2	$60K	Hold	1,542	–	–	0.02%	348
2021 Q1	$58K	Buy	1,542 +500	+48%	+$18.4K	0.02%	342
2020 Q4	$37K	Buy	1,042 +9	+0.9%	+$293	0.02%	357
2020 Q3	$31K	Hold	1,033	–	–	0.02%	362
2020 Q2	$28K	Buy	1,033 +12	+1%	+$310	0.02%	355
2020 Q1	$23K	Buy	1,021 +21	+2%	+$589	0.02%	371
2019 Q4	$32K	Hold	1,000	–	–	0.02%	354
2019 Q3	$29K	Hold	1,000	–	–	0.02%	353
2019 Q2	$30K	Hold	1,000	–	–	0.02%	349
2019 Q1	$30K	Hold	1,000	–	–	0.02%	341
2018 Q4	$28K	Hold	1,000	–	–	0.02%	323
2018 Q3	$32K	Hold	1,000	–	–	0.02%	325
2018 Q2	$34K	Hold	1,000	–	–	0.03%	304
2018 Q1	$35K	Buy	+1,000	New	+$36K	0.03%	307

Other funds holding GWX

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

BWM

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 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

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

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

CFB

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

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

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

Bedel Financial Consulting's GWX Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2022, closing a stake of 1,560 shares — an estimated $55K sold.

Bedel Financial Consulting first reported a position in GWX in Q1 2018 and held it in 17 quarters. The position peaked at $60K in Q2 2021. 215 funds tracked by Wall St. Rank hold GWX as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,560 State Street SPDR S&P International Small Cap ETF shares in Q2 2022, an estimated $55K.
Bedel Financial Consulting first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's State Street SPDR S&P International Small Cap ETF position peaked at $60K in Q2 2021.
215 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.