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

GHP 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
2023 Q4	–	Sell	-357	Closed	-$10.1K	–	889
2023 Q3	$10.1K	Hold	357	–	–	﹤0.01%	699
2023 Q2	$11K	Sell	357 -309	-46%	-$9.57K	﹤0.01%	679
2023 Q1	$20.6K	Hold	666	–	–	﹤0.01%	582
2022 Q4	$19.6K	Sell	666 -1,406	-68%	-$39.8K	﹤0.01%	587
2022 Q3	$54K	Buy	2,072 +1,492	+257%	+$43.7K	﹤0.01%	476
2022 Q2	$17K	Buy	580 +480	+480%	+$15.4K	﹤0.01%	599
2022 Q1	$4K	Buy	+100	New	+$3.54K	﹤0.01%	838

Other funds holding GWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

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

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

GHP Investment Advisors's GWX Position: Q4 2023 in Review

GHP Investment Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2023, closing a stake of 357 shares — an estimated $10.1K sold.

GHP Investment Advisors first reported a position in GWX in Q1 2022 and held it in 7 quarters. The position peaked at $54K in Q3 2022. 220 funds tracked by Wall St. Rank hold GWX as of Q4 2023.

GHP Investment Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2023 after selling out during the quarter.
GHP Investment Advisors sold 357 State Street SPDR S&P International Small Cap ETF shares in Q4 2023, an estimated $10.1K.
GHP Investment Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2022 and held it in 7 quarters.
GHP Investment Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $54K in Q3 2022.
220 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2023.

Based on GHP Investment Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.