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

Cedar Capital’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
2021
Q3 		$239K Buy
6,203
+467
+8% +$18.2K 0.44% 53
2021
Q2 		$222K Buy
+5,736
New +$223K 0.38% 52

Other funds holding GWX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Cedar Capital's GWX Position: Q3 2021 in Review

Cedar Capital increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 8.1% in Q3 2021, buying an estimated $18.2K and bringing the position to 6,203 shares worth $239K. The position accounts for 0.44% of the portfolio, ranked #53.

Cedar Capital first reported a position in GWX in Q2 2021 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold GWX as of Q3 2021.

  • Cedar Capital held 6,203 shares of State Street SPDR S&P International Small Cap ETF worth $239K as of Q3 2021.
  • Cedar Capital bought 467 State Street SPDR S&P International Small Cap ETF shares in Q3 2021, an estimated $18.2K.
  • State Street SPDR S&P International Small Cap ETF made up 0.44% of Cedar Capital's portfolio in Q3 2021, its #53 holding.
  • Cedar Capital first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2021 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.