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

OneDigital Investment Advisors’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	-6,346	Closed	-$223K	–	750
2022 Q1	$223K	Buy	6,346 +267	+4%	+$9.44K	0.01%	676
2021 Q4	$230K	Buy	+6,079	New	+$233K	0.01%	683
2018 Q3	–	Sell	-464	Closed	-$16K	–	1091
2018 Q2	$16K	Buy	464 +42	+10%	+$1.5K	﹤0.01%	893
2018 Q1	$15K	Buy	422 +264	+167%	+$9.5K	﹤0.01%	906
2017 Q4	$6K	Buy	+158	New	+$5.61K	﹤0.01%	1063
2017 Q3	–	Sell	-158	Closed	-$5K	–	1084
2017 Q2	$5K	Buy	+158	New	+$5.14K	﹤0.01%	1054

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 $2.31B AUM 33.7% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $10.1B AUM 29.18% 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

OneDigital Investment Advisors's GWX Position: Q2 2022 in Review

OneDigital Investment Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2022, closing a stake of 6,346 shares — an estimated $223K sold.

OneDigital Investment Advisors first reported a position in GWX in Q2 2017 and held it in 6 quarters. The position peaked at $230K in Q4 2021. 215 funds tracked by Wall St. Rank hold GWX as of Q2 2022.

OneDigital Investment Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 6,346 State Street SPDR S&P International Small Cap ETF shares in Q2 2022, an estimated $223K.
OneDigital Investment Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2017 and held it in 6 quarters.
OneDigital Investment Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $230K in Q4 2021.
215 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2022.

Based on OneDigital Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.