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

Bessemer 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
2025 Q1	–	Sell	-1,128	Closed	-$35K	–	2567
2024 Q4	$35K	Buy	+1,128	New	+$36.4K	﹤0.01%	1346
2022 Q4	–	Sell	-1,850	Closed	-$48K	–	1995
2022 Q3	$48K	Hold	1,850	–	–	﹤0.01%	1174
2022 Q2	$54K	Hold	1,850	–	–	﹤0.01%	1093
2022 Q1	$65K	Hold	1,850	–	–	﹤0.01%	1031
2021 Q4	$70K	Hold	1,850	–	–	﹤0.01%	1065
2021 Q3	$71K	Hold	1,850	–	–	﹤0.01%	995
2021 Q2	$72K	Hold	1,850	–	–	﹤0.01%	1005
2021 Q1	$69K	Hold	1,850	–	–	﹤0.01%	947
2020 Q4	$66K	Buy	+1,850	New	+$60.3K	﹤0.01%	944
2016 Q1	–	Sell	-371	Closed	-$10K	–	1557
2015 Q4	$10K	Buy	+371	New	+$10.7K	﹤0.01%	1222
2015 Q3	–	Sell	-104,289	Closed	-$3.18M	–	1662
2015 Q2	$3.18M	Sell	104,289 -595,711	-85%	-$18.3M	0.02%	338
2015 Q1	$20.3M	Buy	+700,000	New	+$19.7M	0.1%	135
2014 Q4	–	Sell	-1,119,800	Closed	-$36.6M	–	1508
2014 Q3	$36.6M	Hold	1,119,800	–	–	0.21%	123
2014 Q2	$39.5M	Sell	1,119,800 -1,235,000	-52%	-$42.1M	0.24%	120
2014 Q1	$79.8M	Buy	2,354,800 +465,000	+25%	+$15.5M	0.54%	77
2013 Q4	$63.4M	Hold	1,889,800	–	–	0.45%	84
2013 Q3	$61.8M	Sell	1,889,800 -475,000	-20%	-$14.8M	0.5%	77
2013 Q2	$68.2M	Buy	+2,364,800	New	+$71.6M	0.61%	73

Other funds holding GWX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bessemer Group's GWX Position: Q1 2025 in Review

Bessemer Group sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2025, closing a stake of 1,128 shares — an estimated $35K sold.

Bessemer Group first reported a position in GWX in Q2 2013 and held it in 18 quarters. The position peaked at $79.8M in Q1 2014. 208 funds tracked by Wall St. Rank hold GWX as of Q1 2025.

Bessemer Group reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2025 after selling out during the quarter.
Bessemer Group sold 1,128 State Street SPDR S&P International Small Cap ETF shares in Q1 2025, an estimated $35K.
Bessemer Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2013 and held it in 18 quarters.
Bessemer Group's State Street SPDR S&P International Small Cap ETF position peaked at $79.8M in Q1 2014.
208 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.