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Center for Financial Planning’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-104
Closed -$3K – 592
2022
Q3 		$3K Buy
+104
New +$3.05K ﹤0.01% 476

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Center for Financial Planning's GWX Position: Q4 2022 in Review

Center for Financial Planning sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2022, closing a stake of 104 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in GWX in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 221 funds tracked by Wall St. Rank hold GWX as of Q4 2022.

  • Center for Financial Planning reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 104 State Street SPDR S&P International Small Cap ETF shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's State Street SPDR S&P International Small Cap ETF position peaked at $3K in Q3 2022.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.