Cerity Partners’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.3M | Buy |
338,361
+161,099
| +91% | +$7.01M | 0.02% | 550 |
|
|
2025
Q4 | $7.24M | Buy |
177,262
+10
| +0% | +$402 | 0.01% | 783 |
|
|
2025
Q3 | $7.12M | Sell |
177,252
-56,053
| -24% | -$2.17M | 0.01% | 723 |
|
|
2025
Q2 | $8.69M | Buy |
233,305
+50,373
| +28% | +$1.73M | 0.02% | 583 |
|
|
2025
Q1 | $5.85M | Sell |
182,932
-2,002
| -1% | -$64.1K | 0.01% | 675 |
|
|
2024
Q4 | $5.73M | Sell |
184,934
-3,470
| -2% | -$112K | 0.01% | 660 |
|
|
2024
Q3 | $6.43M | Buy |
188,404
+1,249
| +0.7% | +$40.7K | 0.01% | 622 |
|
|
2024
Q2 | $5.94M | Sell |
187,155
-2,044
| -1% | -$65.6K | 0.02% | 562 |
|
|
2024
Q1 | $6.15M | Sell |
189,199
-296,675
| -61% | -$9.27M | 0.02% | 595 |
|
|
2023
Q4 | $6.42M | Buy |
485,874
+279,111
| +135% | +$8.19M | 0.02% | 476 |
|
|
2023
Q3 | $6.03M | Sell |
206,763
-18,540
| -8% | -$566K | 0.03% | 385 |
|
|
2023
Q2 | $6.87M | Buy |
225,303
+212,901
| +1,717% | +$6.59M | 0.03% | 433 |
|
|
2023
Q1 | $384K | Sell |
12,402
-138
| -1% | -$4.26K | ﹤0.01% | 1416 |
|
|
2022
Q4 | $369K | Buy |
12,540
+143
| +1% | +$4.05K | ﹤0.01% | 1071 |
|
|
2022
Q3 | $323K | Sell |
12,397
-600
| -5% | -$17.6K | ﹤0.01% | 859 |
|
|
2022
Q2 | $376K | Buy |
12,997
+605
| +5% | +$19.4K | ﹤0.01% | 833 |
|
|
2022
Q1 | $436K | Sell |
12,392
-1,550
| -11% | -$54.8K | 0.01% | 621 |
|
|
2021
Q4 | $527K | Buy |
13,942
+757
| +6% | +$29K | 0.01% | 578 |
|
|
2021
Q3 | $507K | Hold |
13,185
| – | – | 0.01% | 463 |
|
|
2021
Q2 | $510K | Buy |
13,185
+3
| +0% | +$117 | 0.01% | 465 |
|
|
2021
Q1 | $493K | Hold |
13,182
| – | – | 0.01% | 452 |
|
|
2020
Q4 | $467K | Buy |
13,182
+803
| +6% | +$26.2K | 0.02% | 427 |
|
|
2020
Q3 | $376K | Hold |
12,379
| – | – | 0.02% | 365 |
|
|
2020
Q2 | $339K | Buy |
12,379
+4
| +0% | +$103 | 0.02% | 335 |
|
|
2020
Q1 | $282K | Buy |
12,375
+1,210
| +11% | +$33.9K | 0.02% | 351 |
|
|
2019
Q4 | $356K | Buy |
11,165
+686
| +7% | +$21.2K | 0.02% | 393 |
|
|
2019
Q3 | $308K | Buy |
+10,479
| New | +$307K | 0.02% | 388 |
|
Other funds holding GWX
WSFS
TCIIS
