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Edmonds Duncan Registered Investment Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
Q1 		– Sell
-6,770
Closed -$245K – 148
2021
Q4 		$245K Sell
6,770
-2,027
-23% -$77.7K 0.06% 117
2021
Q3 		$339K Sell
8,797
-808
-8% -$31.5K 0.1% 101
2021
Q2 		$371K Hold
9,605
– – 0.12% 98
2021
Q1 		$359K Sell
9,605
-185
-2% -$6.8K 0.12% 91
2020
Q4 		$361K Sell
9,790
-411
-4% -$13.4K 0.12% 92
2020
Q3 		$310K Hold
10,201
– – 0.13% 88
2020
Q2 		$279K Buy
10,201
+128
+1% +$3.31K 0.12% 91
2020
Q1 		$229K Sell
10,073
-6,200
-38% -$174K 0.12% 94
2019
Q4 		$518K Sell
16,273
-569
-3% -$17.6K 0.21% 69
2019
Q3 		$495K Buy
16,842
+154
+0.9% +$4.51K 0.21% 68
2019
Q2 		$503K Sell
16,688
-25
-0.1% -$754 0.21% 63
2019
Q1 		$507K Buy
16,713
+2,671
+19% +$79.7K 0.21% 65
2018
Q4 		$392K Buy
+14,042
New +$431K 0.18% 74

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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's GWX Position: Q1 2022 in Review

Edmonds Duncan Registered Investment Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2022, closing a stake of 6,770 shares — an estimated $245K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in GWX in Q4 2018 and held it in 13 quarters. The position peaked at $518K in Q4 2019. 224 funds tracked by Wall St. Rank hold GWX as of Q1 2022.

  • Edmonds Duncan Registered Investment Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 6,770 State Street SPDR S&P International Small Cap ETF shares in Q1 2022, an estimated $245K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and held it in 13 quarters.
  • Edmonds Duncan Registered Investment Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $518K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2022.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.