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

Hayden Royal’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
2021 Q3	–	Sell	-10,888	Closed	-$421K	–	132
2021 Q2	$421K	Buy	10,888 +111	+1%	+$4.31K	0.23%	96
2021 Q1	$403K	Buy	+10,777	New	+$396K	0.23%	104
2020 Q4	–	Sell	-11,006	Closed	-$334K	–	501
2020 Q3	$334K	Buy	+11,006	New	+$323K	0.18%	129
2020 Q2	–	Sell	-11,000	Closed	-$250K	–	198
2020 Q1	$250K	Buy	11,000 +252	+2%	+$7.06K	0.15%	174
2019 Q4	$327K	Buy	+10,748	New	+$332K	0.17%	143

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

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

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

NEWAS

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

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

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

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

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Hayden Royal's GWX Position: Q3 2021 in Review

Hayden Royal sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2021, closing a stake of 10,888 shares — an estimated $421K sold.

Hayden Royal first reported a position in GWX in Q4 2019 and held it in 5 quarters. The position peaked at $421K in Q2 2021. 205 funds tracked by Wall St. Rank hold GWX as of Q3 2021.

Hayden Royal reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 10,888 State Street SPDR S&P International Small Cap ETF shares in Q3 2021, an estimated $421K.
Hayden Royal first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2019 and held it in 5 quarters.
Hayden Royal's State Street SPDR S&P International Small Cap ETF position peaked at $421K in Q2 2021.
205 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.