Johnson Financial Group Inc (Wisconsin)’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q2	–	Sell	-462	Closed	-$16K	–	707
2022 Q1	$16K	Hold	462	–	–	﹤0.01%	541
2021 Q4	$17K	Hold	462	–	–	﹤0.01%	581
2021 Q3	$18K	Hold	462	–	–	﹤0.01%	516
2021 Q2	$18K	Hold	462	–	–	﹤0.01%	517
2021 Q1	$17K	Sell	462 -60	-11%	-$2.21K	﹤0.01%	514
2020 Q4	$18K	Hold	522	–	–	﹤0.01%	416
2020 Q3	$16K	Buy	+522	New	+$15.3K	﹤0.01%	354
2015 Q4	–	Sell	-394	Closed	-$11K	–	797
2015 Q3	$11K	Hold	394	–	–	﹤0.01%	646
2015 Q2	$12K	Hold	394	–	–	﹤0.01%	664
2015 Q1	$11K	Hold	394	–	–	﹤0.01%	673
2014 Q4	$11K	Hold	394	–	–	﹤0.01%	638
2014 Q3	$13K	Hold	394	–	–	﹤0.01%	589
2014 Q2	$14K	Buy	+394	New	+$13.4K	﹤0.01%	581

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

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

Johnson Financial Group Inc (Wisconsin)'s GWX Position: Q2 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2022, closing a stake of 462 shares — an estimated $16K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in GWX in Q2 2014 and held it in 13 quarters. The position peaked at $18K in Q3 2021. 215 funds tracked by Wall St. Rank hold GWX as of Q2 2022.

Johnson Financial Group Inc (Wisconsin) reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2022 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 462 State Street SPDR S&P International Small Cap ETF shares in Q2 2022, an estimated $16K.
Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2014 and held it in 13 quarters.
Johnson Financial Group Inc (Wisconsin)'s State Street SPDR S&P International Small Cap ETF position peaked at $18K in Q3 2021.
215 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2022, filed 15 Aug 2022.