CSPIA
GWX icon

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

Cary Street Partners Investment 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
2024
Q4 		– Sell
-32,436
Closed -$1.11M – 596
2024
Q3 		$1.11M Sell
32,436
-18
-0.1% -$586 0.04% 354
2024
Q2 		$1.03M Hold
32,454
– – 0.04% 339
2024
Q1 		$1.05M Sell
32,454
-188
-0.6% -$5.88K 0.04% 332
2023
Q4 		$1.04M Hold
32,642
– – 0.05% 311
2023
Q3 		$951K Buy
32,642
+98
+0.3% +$2.99K 0.05% 309
2023
Q2 		$993K Hold
32,544
– – 0.06% 253
2023
Q1 		$1.01M Hold
32,544
– – 0.07% 237
2022
Q4 		$957K Sell
32,544
-1,087
-3% -$30.8K 0.07% 234
2022
Q3 		$877K Hold
33,631
– – 0.07% 236
2022
Q2 		$973K Sell
33,631
-73
-0.2% -$2.34K 0.08% 215
2022
Q1 		$1.19M Buy
33,704
+276
+0.8% +$9.76K 0.33% 93
2021
Q4 		$1.26M Sell
33,428
-239
-0.7% -$9.16K 0.35% 84
2021
Q3 		$1.3M Buy
33,667
+84
+0.3% +$3.28K 0.42% 72
2021
Q2 		$1.3M Sell
33,583
-782
-2% -$30.4K 0.42% 71
2021
Q1 		$1.28M Sell
34,365
-60
-0.2% -$2.21K 0.53% 55
2020
Q4 		$1.22M Sell
34,425
-512
-1% -$16.7K 0.23% 105
2020
Q3 		$1.06M Buy
+34,937
New +$1.03M 0.22% 122

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 $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Cary Street Partners Investment Advisory's GWX Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2024, closing a stake of 32,436 shares — an estimated $1.11M sold.

Cary Street Partners Investment Advisory first reported a position in GWX in Q3 2020 and held it in 17 quarters. The position peaked at $1.3M in Q2 2021. 212 funds tracked by Wall St. Rank hold GWX as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 32,436 State Street SPDR S&P International Small Cap ETF shares in Q4 2024, an estimated $1.11M.
  • Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2020 and held it in 17 quarters.
  • Cary Street Partners Investment Advisory's State Street SPDR S&P International Small Cap ETF position peaked at $1.3M in Q2 2021.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.