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HM Payson & Co’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-225
Closed -$9K – 1115
2021
Q3 		$9K Hold
225
– – ﹤0.01% 845
2021
Q2 		$9K Buy
+225
New +$8.74K ﹤0.01% 829

Other funds holding GWX

State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

HM Payson & Co's GWX Position: Q4 2021 in Review

HM Payson & Co sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2021, closing a stake of 225 shares — an estimated $9K sold.

HM Payson & Co first reported a position in GWX in Q2 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 226 funds tracked by Wall St. Rank hold GWX as of Q4 2021.

  • HM Payson & Co reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2021 after selling out during the quarter.
  • HM Payson & Co sold 225 State Street SPDR S&P International Small Cap ETF shares in Q4 2021, an estimated $9K.
  • HM Payson & Co first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2021 and held it in 2 quarters.
  • HM Payson & Co's State Street SPDR S&P International Small Cap ETF position peaked at $9K in Q3 2021.
  • 226 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2021.

Based on HM Payson & Co's 13F filing for Q4 2021, filed 15 Feb 2022.