BFEC
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Benjamin F. Edwards & Company’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q1 		– Sell
-35
Closed -$1K – 1780
2019
Q4 		$1K Hold
35
– – ﹤0.01% 1819
2019
Q3 		$1K Hold
35
– – ﹤0.01% 1796
2019
Q2 		$1K Hold
35
– – ﹤0.01% 1850
2019
Q1 		$1K Sell
35
-138
-80% -$4.12K ﹤0.01% 1647
2018
Q4 		$5K Sell
173
-119
-41% -$3.65K ﹤0.01% 1450
2018
Q3 		$10K Buy
292
+35
+14% +$1.19K ﹤0.01% 1268
2018
Q2 		$9K Hold
257
– – ﹤0.01% 1297
2018
Q1 		$9K Sell
257
-502
-66% -$18.1K ﹤0.01% 1286
2017
Q4 		$27K Sell
759
-6,958
-90% -$247K ﹤0.01% 942
2017
Q3 		$270K Sell
7,717
-10,583
-58% -$362K 0.03% 388
2017
Q2 		$610K Buy
18,300
+15,383
+527% +$500K 0.08% 245
2017
Q1 		$92K Buy
2,917
+2,831
+3,292% +$86.9K 0.01% 566
2016
Q4 		$2K Hold
86
– – ﹤0.01% 1160
2016
Q3 		$3K Hold
86
– – ﹤0.01% 1011
2016
Q2 		$2K Hold
86
– – ﹤0.01% 1006
2016
Q1 		$2K Sell
86
-156
-64% -$4.17K ﹤0.01% 1023
2015
Q4 		$7K Hold
242
– – ﹤0.01% 917
2015
Q3 		$7K Hold
242
– – ﹤0.01% 937
2015
Q2 		$7K Sell
242
-37
-13% -$1.14K ﹤0.01% 987
2015
Q1 		$8K Sell
279
-34
-11% -$956 ﹤0.01% 939
2014
Q4 		$9K Hold
313
– – ﹤0.01% 810
2014
Q3 		$10K Hold
313
– – ﹤0.01% 771
2014
Q2 		$11K Hold
313
– – ﹤0.01% 717
2014
Q1 		$11K Hold
313
– – ﹤0.01% 671
2013
Q4 		$11K Buy
313
+37
+13% +$1.22K ﹤0.01% 638
2013
Q3 		$9K Sell
276
-30
-10% -$935 ﹤0.01% 619
2013
Q2 		$9K Buy
+306
New +$9.27K ﹤0.01% 589

Other funds holding GWX

State Street
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Benjamin F. Edwards & Company's GWX Position: Q1 2020 in Review

Benjamin F. Edwards & Company sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2020, closing a stake of 35 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in GWX in Q2 2013 and held it in 27 quarters. The position peaked at $610K in Q2 2017. 173 funds tracked by Wall St. Rank hold GWX as of Q1 2020.

  • Benjamin F. Edwards & Company reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 35 State Street SPDR S&P International Small Cap ETF shares in Q1 2020, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2013 and held it in 27 quarters.
  • Benjamin F. Edwards & Company's State Street SPDR S&P International Small Cap ETF position peaked at $610K in Q2 2017.
  • 173 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2020, filed 7 May 2020.