Franklin, Parlapiano, Turner & Welch’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
2020 Q1	–	Sell	-8,150	Closed	-$260K	–	46
2019 Q4	$260K	Hold	8,150	–	–	0.1%	42
2019 Q3	$240K	Hold	8,150	–	–	0.09%	43
2019 Q2	$244K	Hold	8,150	–	–	0.1%	43
2019 Q1	$247K	Hold	8,150	–	–	0.1%	44
2018 Q4	$228K	Hold	8,150	–	–	0.1%	44
2018 Q3	$280K	Hold	8,150	–	–	0.11%	43
2018 Q2	$280K	Hold	8,150	–	–	0.12%	42
2018 Q1	$288K	Hold	8,150	–	–	0.12%	41
2017 Q4	$289K	Hold	8,150	–	–	0.12%	41
2017 Q3	$285K	Hold	8,150	–	–	0.12%	42
2017 Q2	$272K	Hold	8,150	–	–	0.12%	41
2017 Q1	$257K	Hold	8,150	–	–	0.12%	42
2016 Q4	$236K	Hold	8,150	–	–	0.12%	45
2016 Q3	$256K	Hold	8,150	–	–	0.13%	42
2016 Q2	$237K	Hold	8,150	–	–	0.13%	42
2016 Q1	$233K	Hold	8,150	–	–	0.13%	43
2015 Q4	$230K	Hold	8,150	–	–	0.14%	44
2015 Q3	$224K	Sell	8,150 -2,210	-21%	-$64.2K	0.15%	43
2015 Q2	$316K	Hold	10,360	–	–	0.21%	42
2015 Q1	$300K	Hold	10,360	–	–	0.2%	42
2014 Q4	$283K	Hold	10,360	–	–	0.19%	43
2014 Q3	$339K	Hold	10,360	–	–	0.24%	44
2014 Q2	$365K	Hold	10,360	–	–	0.26%	43
2014 Q1	$351K	Hold	10,360	–	–	0.25%	42
2013 Q4	$348K	Hold	10,360	–	–	0.24%	42
2013 Q3	$339K	Hold	10,360	–	–	0.25%	42
2013 Q2	$299K	Buy	+10,360	New	+$314K	0.25%	42

Other funds holding GWX

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's GWX Position: Q1 2020 in Review

Franklin, Parlapiano, Turner & Welch sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2020, closing a stake of 8,150 shares — an estimated $260K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in GWX in Q2 2013 and held it in 27 quarters. The position peaked at $365K in Q2 2014. 173 funds tracked by Wall St. Rank hold GWX as of Q1 2020.

Franklin, Parlapiano, Turner & Welch reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2020 after selling out during the quarter.
Franklin, Parlapiano, Turner & Welch sold 8,150 State Street SPDR S&P International Small Cap ETF shares in Q1 2020, an estimated $260K.
Franklin, Parlapiano, Turner & Welch first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2013 and held it in 27 quarters.
Franklin, Parlapiano, Turner & Welch's State Street SPDR S&P International Small Cap ETF position peaked at $365K in Q2 2014.
173 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2020.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q1 2020, filed 28 Apr 2020.