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Northwest Investment Counselors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Northwest Investment Counselors’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
-1,246
Closed -$38K – 586
2023
Q2 		$38K Buy
+1,246
New +$38.6K 0.01% 265

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $58.2B AUM 22.78% 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
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

Northwest Investment Counselors's GWX Position: Q3 2023 in Review

Northwest Investment Counselors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2023, closing a stake of 1,246 shares — an estimated $38K sold.

Northwest Investment Counselors first reported a position in GWX in Q2 2023 and held it in 1 quarter. The position peaked at $38K in Q2 2023. 207 funds tracked by Wall St. Rank hold GWX as of Q3 2023.

  • Northwest Investment Counselors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 1,246 State Street SPDR S&P International Small Cap ETF shares in Q3 2023, an estimated $38K.
  • Northwest Investment Counselors first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2023 and held it in 1 quarter.
  • Northwest Investment Counselors's State Street SPDR S&P International Small Cap ETF position peaked at $38K 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 Northwest Investment Counselors's 13F filing for Q3 2023, filed 12 Oct 2023.