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

Newbridge Financial Services Group’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	-84	Closed	-$3K	–	1420
2022 Q1	$3K	Hold	84	–	–	﹤0.01%	1202
2021 Q4	$3K	Sell	84 -15	-15%	-$575	﹤0.01%	1160
2021 Q3	$4K	Sell	99 -6	-6%	-$234	﹤0.01%	1060
2021 Q2	$4K	Buy	105 +1	+1%	+$39	﹤0.01%	1160
2021 Q1	$4K	Hold	104	–	–	﹤0.01%	1069
2020 Q4	$4K	Hold	104	–	–	﹤0.01%	882
2020 Q3	$3K	Buy	+104	New	+$3.06K	﹤0.01%	873

Other funds holding GWX

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Newbridge Financial Services Group's GWX Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2022, closing a stake of 84 shares — an estimated $3K sold.

Newbridge Financial Services Group first reported a position in GWX in Q3 2020 and held it in 7 quarters. The position peaked at $4K in Q3 2021. 215 funds tracked by Wall St. Rank hold GWX as of Q2 2022.

Newbridge Financial Services Group reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 84 State Street SPDR S&P International Small Cap ETF shares in Q2 2022, an estimated $3K.
Newbridge Financial Services Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's State Street SPDR S&P International Small Cap ETF position peaked at $4K 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 Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.