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

Bridge Advisory’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 Q4	–	Sell	-8,227	Closed	-$214K	–	130
2022 Q3	$214K	Sell	8,227 -902	-10%	-$26.4K	0.1%	110
2022 Q2	$260K	Buy	+9,129	New	+$293K	0.13%	98
2021 Q1	–	Sell	-12,182	Closed	-$431K	–	78
2020 Q4	$431K	Buy	+12,182	New	+$397K	0.2%	57

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFB

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

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

Bridge Advisory's GWX Position: Q4 2022 in Review

Bridge Advisory sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2022, closing a stake of 8,227 shares — an estimated $214K sold.

Bridge Advisory first reported a position in GWX in Q4 2020 and held it in 3 quarters. The position peaked at $431K in Q4 2020. 221 funds tracked by Wall St. Rank hold GWX as of Q4 2022.

Bridge Advisory reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2022 after selling out during the quarter.
Bridge Advisory sold 8,227 State Street SPDR S&P International Small Cap ETF shares in Q4 2022, an estimated $214K.
Bridge Advisory first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2020 and held it in 3 quarters.
Bridge Advisory's State Street SPDR S&P International Small Cap ETF position peaked at $431K in Q4 2020.
221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2022.

Based on Bridge Advisory's 13F filing for Q4 2022, filed 17 Jan 2023.