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

Jim Simons’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
2023 Q1	–	Sell	-35,400	Closed	-$1.04M	–	4143
2022 Q4	$1.04M	Buy	+35,400	New	+$1M	﹤0.01%	2511
2019 Q1	–	Sell	-17,205	Closed	-$480K	–	3541
2018 Q4	$480K	Buy	17,205 +8,205	+91%	+$252K	﹤0.01%	2875
2018 Q3	$309K	Sell	9,000 -6,200	-41%	-$211K	﹤0.01%	3010
2018 Q2	$522K	Sell	15,200 -1,700	-10%	-$60.5K	﹤0.01%	2820
2018 Q1	$598K	Buy	+16,900	New	+$608K	﹤0.01%	2854

Other funds holding GWX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jim Simons's GWX Position: Q1 2023 in Review

Jim Simons sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2023, closing a stake of 35,400 shares — an estimated $1.04M sold.

Jim Simons first reported a position in GWX in Q1 2018 and held it in 5 quarters. The position peaked at $1.04M in Q4 2022. 221 funds tracked by Wall St. Rank hold GWX as of Q1 2023.

Jim Simons reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2023 after selling out during the quarter.
Jim Simons sold 35,400 State Street SPDR S&P International Small Cap ETF shares in Q1 2023, an estimated $1.04M.
Jim Simons first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2018 and held it in 5 quarters.
Jim Simons's State Street SPDR S&P International Small Cap ETF position peaked at $1.04M in Q4 2022.
221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2023.

Based on Renaissance Technologies's 13F filing for Q1 2023, filed 12 May 2023.