McNamara Financial Services’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

McNamara Financial Services’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 Q3	–	Sell	-32,072	Closed	-$993K	–	65
2023 Q2	$993K	Buy	32,072 +4,895	+18%	+$152K	0.24%	26
2023 Q1	$842K	Buy	27,177 +7,565	+39%	+$233K	0.21%	27
2022 Q4	$577K	Buy	19,612 +1,300	+7%	+$36.8K	0.15%	34
2022 Q3	$477K	Buy	18,312 +2,741	+18%	+$80.3K	0.14%	36
2022 Q2	$450K	Buy	15,571 +3,176	+26%	+$102K	0.13%	36
2022 Q1	$436K	Buy	12,395 +2,082	+20%	+$73.6K	0.12%	36
2021 Q4	$390K	Buy	10,313 +1,503	+17%	+$57.6K	0.1%	39
2021 Q3	$339K	Buy	8,810 +1,441	+20%	+$56.3K	0.09%	45
2021 Q2	$285K	Buy	+7,369	New	+$286K	0.08%	48

Other funds holding GWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

McNamara Financial Services's GWX Position: Q3 2023 in Review

McNamara Financial Services sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2023, closing a stake of 32,072 shares — an estimated $993K sold.

McNamara Financial Services first reported a position in GWX in Q2 2021 and held it in 9 quarters. The position peaked at $993K in Q2 2023. 207 funds tracked by Wall St. Rank hold GWX as of Q3 2023.

McNamara Financial Services reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2023 after selling out during the quarter.
McNamara Financial Services sold 32,072 State Street SPDR S&P International Small Cap ETF shares in Q3 2023, an estimated $993K.
McNamara Financial Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2021 and held it in 9 quarters.
McNamara Financial Services's State Street SPDR S&P International Small Cap ETF position peaked at $993K in Q2 2023.
207 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2023.

Based on McNamara Financial Services's 13F filing for Q3 2023, filed 10 Oct 2023.