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

Castleview Partners’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
-2,888
Closed -$89.6K – 334
2024
Q4 		$89.6K Buy
2,888
+264
+10% +$8.52K 0.05% 269
2024
Q3 		$89.5K Sell
2,624
-988
-27% -$32.2K 0.05% 241
2024
Q2 		$115K Buy
3,612
+1,059
+41% +$34K 0.07% 227
2024
Q1 		$82.9K Buy
2,553
+1,017
+66% +$31.8K 0.05% 282
2023
Q4 		$48.8K Sell
1,536
-180
-10% -$5.28K 0.03% 297
2023
Q3 		$50K Buy
1,716
+93
+6% +$2.84K 0.05% 252
2023
Q2 		$49.5K Buy
1,623
+266
+20% +$8.23K 0.04% 253
2023
Q1 		$42K Buy
1,357
+286
+27% +$8.82K 0.04% 279
2022
Q4 		$31.5K Buy
1,071
+25
+2% +$708 0.03% 266
2022
Q3 		$27K Sell
1,046
-9,163
-90% -$269K 0.03% 307
2022
Q2 		$294K Buy
10,209
+9,016
+756% +$289K 0.23% 101
2022
Q1 		$41K Sell
1,193
-50,174
-98% -$1.77M 0.03% 368
2021
Q4 		$1.36K Buy
+51,367
New +$1.97M 0.01% 344
2021
Q2 		$40K Buy
+1,039
New +$40.4K 0.02% 449

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $49B AUM 17.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Castleview Partners's GWX Position: Q1 2025 in Review

Castleview Partners sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2025, closing a stake of 2,888 shares — an estimated $89.6K sold.

Castleview Partners first reported a position in GWX in Q2 2021 and held it in 14 quarters. The position peaked at $294K in Q2 2022. 208 funds tracked by Wall St. Rank hold GWX as of Q1 2025.

  • Castleview Partners reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 2,888 State Street SPDR S&P International Small Cap ETF shares in Q1 2025, an estimated $89.6K.
  • Castleview Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2021 and held it in 14 quarters.
  • Castleview Partners's State Street SPDR S&P International Small Cap ETF position peaked at $294K in Q2 2022.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.