BSW
GWX icon

Buckingham Strategic Wealth’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$629K Sell
19,826
-3,246
-14% -$104K 0.01% 422
2024
Q1 		$749K Buy
23,072
+558
+2% +$17.4K 0.01% 384
2023
Q4 		$715K Buy
22,514
+1
+0% +$29 0.01% 376
2023
Q3 		$656K Sell
22,513
-1,207
-5% -$36.9K 0.01% 362
2023
Q2 		$724K Hold
23,720
– – 0.01% 345
2023
Q1 		$698K Hold
23,720
– – 0.01% 318
2022
Q4 		$698K Buy
23,720
+2,082
+10% +$58.9K 0.01% 320
2022
Q3 		$564K Buy
21,638
+2,261
+12% +$66.3K 0.01% 342
2022
Q2 		$561K Buy
19,377
+11,617
+150% +$373K 0.01% 349
2022
Q1 		$273K Buy
+7,760
New +$274K 0.01% 495
2021
Q4 		– Sell
-5,460
Closed -$210K – 614
2021
Q3 		$210K Buy
+5,460
New +$213K ﹤0.01% 556
2020
Q2 		– Sell
-12,080
Closed -$275K – 431
2020
Q1 		$275K Buy
12,080
+1,126
+10% +$31.6K 0.03% 360
2019
Q4 		$349K Buy
10,954
+285
+3% +$8.79K 0.03% 322
2019
Q3 		$314K Hold
10,669
– – 0.03% 314
2019
Q2 		$320K Sell
10,669
-1,428
-12% -$43.1K 0.03% 321
2019
Q1 		$367K Sell
12,097
-4,476
-27% -$134K 0.05% 276
2018
Q4 		$463K Buy
16,573
+9,950
+150% +$305K 0.07% 195
2018
Q3 		$228K Hold
6,623
– – 0.04% 325
2018
Q2 		$227K Hold
6,623
– – 0.04% 317
2018
Q1 		$234K Buy
+6,623
New +$238K 0.05% 269
2017
Q3 		– Sell
-6,791
Closed -$227K – 296
2017
Q2 		$227K Hold
6,791
– – 0.05% 263
2017
Q1 		$214K Buy
+6,791
New +$208K 0.06% 234

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Buckingham Strategic Wealth's GWX Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 14% in Q2 2024, selling an estimated $104K and leaving 19,826 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #422.

Buckingham Strategic Wealth first reported a position in GWX in Q1 2017 and has held it in 22 quarters since. The position peaked at $749K in Q1 2024. 212 funds tracked by Wall St. Rank hold GWX as of Q2 2024.

  • Buckingham Strategic Wealth held 19,826 shares of State Street SPDR S&P International Small Cap ETF worth $629K as of Q2 2024.
  • Buckingham Strategic Wealth sold 3,246 State Street SPDR S&P International Small Cap ETF shares in Q2 2024, an estimated $104K.
  • State Street SPDR S&P International Small Cap ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #422 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2017 and has held it in 22 quarters since.
  • Buckingham Strategic Wealth's State Street SPDR S&P International Small Cap ETF position peaked at $749K in Q1 2024.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.