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Mariner Wealth Advisors (Madison)’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$223K Hold
6,810
– – 0.09% 53
2013
Q2 		$196K Buy
+6,810
New +$206K 0.09% 51

Other funds holding GWX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s GWX Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q3 2013 at 6,810 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #53.

Mariner Wealth Advisors (Madison) first reported a position in GWX in Q2 2013 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold GWX as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 6,810 shares of State Street SPDR S&P International Small Cap ETF worth $223K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q3 2013.
  • State Street SPDR S&P International Small Cap ETF made up 0.09% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #53 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.