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

Cahill Financial Advisors’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 Q3	–	Sell	-7,652	Closed	-$221K	–	217
2022 Q2	$221K	Buy	7,652 +91	+1%	+$2.92K	0.05%	198
2022 Q1	$266K	Hold	7,561	–	–	0.05%	197
2021 Q4	$286K	Buy	7,561 +135	+2%	+$5.17K	0.06%	195
2021 Q3	$286K	Sell	7,426 -2,023	-21%	-$79K	0.06%	194
2021 Q2	$365K	Sell	9,449 -24	-0.3%	-$933	0.08%	163
2021 Q1	$354K	Sell	9,473 -5,776	-38%	-$212K	0.09%	157
2020 Q4	$540K	Buy	+15,249	New	+$497K	0.14%	123

Other funds holding GWX

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

Cahill Financial Advisors's GWX Position: Q3 2022 in Review

Cahill Financial Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2022, closing a stake of 7,652 shares — an estimated $221K sold.

Cahill Financial Advisors first reported a position in GWX in Q4 2020 and held it in 7 quarters. The position peaked at $540K in Q4 2020. 205 funds tracked by Wall St. Rank hold GWX as of Q3 2022.

Cahill Financial Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2022 after selling out during the quarter.
Cahill Financial Advisors sold 7,652 State Street SPDR S&P International Small Cap ETF shares in Q3 2022, an estimated $221K.
Cahill Financial Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2020 and held it in 7 quarters.
Cahill Financial Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $540K in Q4 2020.
205 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2022.

Based on Cahill Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.