Global Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $452K | Buy |
11,070
+1,288
| +13% | +$51.8K | 0.01% | 1003 |
|
|
2025
Q3 | $393K | Sell |
9,782
-547
| -5% | -$21.2K | 0.01% | 861 |
|
|
2025
Q2 | $384K | Buy |
+10,329
| New | +$354K | 0.01% | 827 |
|
|
2024
Q4 | $3.52M | Buy |
113,517
+12,424
| +12% | +$401K | 0.1% | 194 |
|
|
2024
Q3 | $3.45M | Buy |
101,093
+21,991
| +28% | +$717K | 0.1% | 185 |
|
|
2024
Q2 | $2.51M | Buy |
79,102
+25,828
| +48% | +$828K | 0.08% | 236 |
|
|
2024
Q1 | $1.73M | Buy |
53,274
+11,308
| +27% | +$353K | 0.06% | 253 |
|
|
2023
Q4 | $1.28M | Buy |
41,966
+8,438
| +25% | +$248K | 0.05% | 293 |
|
|
2023
Q3 | $939K | Buy |
33,528
+4,280
| +15% | +$131K | 0.05% | 316 |
|
|
2023
Q2 | $892K | Sell |
29,248
-312
| -1% | -$9.66K | 0.04% | 332 |
|
|
2023
Q1 | $914K | Buy |
29,560
+6,955
| +31% | +$215K | 0.05% | 316 |
|
|
2022
Q4 | $665K | Buy |
22,605
+8,790
| +64% | +$249K | 0.05% | 326 |
|
|
2022
Q3 | $371K | Buy |
13,815
+3,581
| +35% | +$105K | 0.03% | 411 |
|
|
2022
Q2 | $296K | Sell |
10,234
-559
| -5% | -$17.9K | 0.02% | 463 |
|
|
2022
Q1 | $345K | Buy |
+10,793
| New | +$382K | 0.03% | 431 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$12K | – | 878 |
|
|
2021
Q3 | $12K | Sell |
300
-290
| -49% | -$11.3K | ﹤0.01% | 1366 |
|
|
2021
Q2 | $23K | Buy |
590
+96
| +19% | +$3.73K | ﹤0.01% | 1143 |
|
|
2021
Q1 | $18K | Buy |
494
+88
| +22% | +$3.24K | ﹤0.01% | 1141 |
|
|
2020
Q4 | $14K | Buy |
406
+16
| +4% | +$521 | ﹤0.01% | 1156 |
|
|
2020
Q3 | $12K | Hold |
390
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q2 | $11K | Buy |
+390
| New | +$10.1K | ﹤0.01% | 1082 |
|
|
2019
Q2 | – | Sell |
-42
| Closed | -$1K | – | 1642 |
|
|
2019
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 1459 |
|
|
2018
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 1396 |
|
|
2018
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 1473 |
|
|
2018
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 1464 |
|
|
2018
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 1417 |
|
|
2017
Q4 | $1K | Buy |
42
+2
| +5% | +$71 | ﹤0.01% | 1382 |
|
|
2017
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 1174 |
|
|
2017
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 1102 |
|
|
2017
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 1058 |
|
|
2016
Q4 | $1K | Buy |
+40
| New | +$1.21K | ﹤0.01% | 1004 |
|
Other funds holding GWX
WSFS
