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

MGO Private Wealth’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
Q1 		– Sell
-44,900
Closed -$1.32M – 86
2022
Q4 		$1.32M Buy
44,900
+35,056
+356% +$992K 0.6% 39
2022
Q3 		$257K Buy
+9,844
New +$289K 0.12% 107

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MGO Private Wealth's GWX Position: Q1 2023 in Review

MGO Private Wealth sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2023, closing a stake of 44,900 shares — an estimated $1.32M sold.

MGO Private Wealth first reported a position in GWX in Q3 2022 and held it in 2 quarters. The position peaked at $1.32M in Q4 2022. 221 funds tracked by Wall St. Rank hold GWX as of Q1 2023.

  • MGO Private Wealth reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 44,900 State Street SPDR S&P International Small Cap ETF shares in Q1 2023, an estimated $1.32M.
  • MGO Private Wealth first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's State Street SPDR S&P International Small Cap ETF position peaked at $1.32M in Q4 2022.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.