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

Laurel Wealth Planning’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
-744
Closed -$26K – 259
2022
Q1 		$26K Hold
744
– – 0.02% 148
2021
Q4 		$28K Hold
744
– – 0.02% 104
2021
Q3 		$29K Buy
+744
New +$29K 0.02% 102

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
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 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
Envestnet Asset Management
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Laurel Wealth Planning's GWX Position: Q2 2022 in Review

Laurel Wealth Planning sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2022, closing a stake of 744 shares — an estimated $26K sold.

Laurel Wealth Planning first reported a position in GWX in Q3 2021 and held it in 3 quarters. The position peaked at $29K in Q3 2021. 215 funds tracked by Wall St. Rank hold GWX as of Q2 2022.

  • Laurel Wealth Planning reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 744 State Street SPDR S&P International Small Cap ETF shares in Q2 2022, an estimated $26K.
  • Laurel Wealth Planning first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2021 and held it in 3 quarters.
  • Laurel Wealth Planning's State Street SPDR S&P International Small Cap ETF position peaked at $29K 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 Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.