Gradient Investments’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-209	Closed	-$6.64K	–	1486
2023 Q4	$6.64K	Buy	209 +147	+237%	+$4.31K	﹤0.01%	920
2023 Q3	$1.81K	Hold	62	–	–	﹤0.01%	1205
2023 Q2	$1.89K	Hold	62	–	–	﹤0.01%	1171
2023 Q1	$1.92K	Hold	62	–	–	﹤0.01%	1114
2022 Q4	$1.82K	Hold	62	–	–	﹤0.01%	1106
2022 Q3	$2K	Hold	62	–	–	﹤0.01%	1140
2022 Q2	$2K	Hold	62	–	–	﹤0.01%	1042
2022 Q1	$2K	Hold	62	–	–	﹤0.01%	1036
2021 Q4	$2K	Hold	62	–	–	﹤0.01%	1065
2021 Q3	$2K	Sell	62 -43	-41%	-$1.68K	﹤0.01%	1006
2021 Q2	$4K	Buy	105 +43	+69%	+$1.67K	﹤0.01%	910
2021 Q1	$2K	Sell	62 -124	-67%	-$4.56K	﹤0.01%	1002
2020 Q4	$6K	Hold	186	–	–	﹤0.01%	781
2020 Q3	$6K	Buy	+186	New	+$5.46K	﹤0.01%	788
2016 Q4	–	Sell	-62	Closed	-$2K	–	753
2016 Q3	$2K	Buy	+62	New	+$1.89K	﹤0.01%	613

Other funds holding GWX

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

CAN

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

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

NEWAS

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

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

Gradient Investments's GWX Position: Q1 2024 in Review

Gradient Investments sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2024, closing a stake of 209 shares — an estimated $6.64K sold.

Gradient Investments first reported a position in GWX in Q3 2016 and held it in 15 quarters. The position peaked at $6.64K in Q4 2023. 214 funds tracked by Wall St. Rank hold GWX as of Q1 2024.

Gradient Investments reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 209 State Street SPDR S&P International Small Cap ETF shares in Q1 2024, an estimated $6.64K.
Gradient Investments first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2016 and held it in 15 quarters.
Gradient Investments's State Street SPDR S&P International Small Cap ETF position peaked at $6.64K in Q4 2023.
214 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.