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

HHM Wealth 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
2022 Q3	–	Sell	-398	Closed	-$12K	–	724
2022 Q2	$12K	Hold	398	–	–	﹤0.01%	501
2022 Q1	$14K	Hold	398	–	–	﹤0.01%	498
2021 Q4	$15K	Hold	398	–	–	﹤0.01%	470
2021 Q3	$15K	Hold	398	–	–	﹤0.01%	447
2021 Q2	$15K	Hold	398	–	–	﹤0.01%	437
2021 Q1	$15K	Hold	398	–	–	﹤0.01%	414
2020 Q4	$14K	Hold	398	–	–	﹤0.01%	389
2020 Q3	$12K	Hold	398	–	–	﹤0.01%	369
2020 Q2	$11K	Hold	398	–	–	﹤0.01%	360
2020 Q1	$9K	Buy	+398	New	+$11.2K	﹤0.01%	358

Other funds holding GWX

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 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

HHM Wealth Advisors's GWX Position: Q3 2022 in Review

HHM Wealth Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2022, closing a stake of 398 shares — an estimated $12K sold.

HHM Wealth Advisors first reported a position in GWX in Q1 2020 and held it in 10 quarters. The position peaked at $15K in Q4 2021. 205 funds tracked by Wall St. Rank hold GWX as of Q3 2022.

HHM Wealth Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 398 State Street SPDR S&P International Small Cap ETF shares in Q3 2022, an estimated $12K.
HHM Wealth Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2020 and held it in 10 quarters.
HHM Wealth Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $15K in Q4 2021.
205 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.