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Koesten Hirschmann & Crabtree’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Koesten Hirschmann & Crabtree’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
2024
Q1 		– Sell
-74
Closed -$2.35K – 225
2023
Q4 		$2.35K Buy
+74
New +$2.17K ﹤0.01% 148

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Koesten Hirschmann & Crabtree's GWX Position: Q1 2024 in Review

Koesten Hirschmann & Crabtree sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2024, closing a stake of 74 shares — an estimated $2.35K sold.

Koesten Hirschmann & Crabtree first reported a position in GWX in Q4 2023 and held it in 1 quarter. The position peaked at $2.35K in Q4 2023. 214 funds tracked by Wall St. Rank hold GWX as of Q1 2024.

  • Koesten Hirschmann & Crabtree reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 74 State Street SPDR S&P International Small Cap ETF shares in Q1 2024, an estimated $2.35K.
  • Koesten Hirschmann & Crabtree first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's State Street SPDR S&P International Small Cap ETF position peaked at $2.35K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q1 2024, filed 22 May 2024.