Parkside Financial Bank & Trust’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Parkside Financial Bank & Trust’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
2024 Q4	–	Sell	-550	Closed	-$18.8K	–	2158
2024 Q3	$18.8K	Hold	550	–	–	﹤0.01%	1078
2024 Q2	$17.5K	Hold	550	–	–	﹤0.01%	1054
2024 Q1	$17.9K	Hold	550	–	–	﹤0.01%	1038
2023 Q4	$17.5K	Hold	550	–	–	﹤0.01%	1017
2023 Q3	$16K	Hold	550	–	–	﹤0.01%	976
2023 Q2	$16.8K	Buy	+550	New	+$17K	﹤0.01%	960

Other funds holding GWX

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

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

NEWAS

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

Parkside Financial Bank & Trust's GWX Position: Q4 2024 in Review

Parkside Financial Bank & Trust sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2024, closing a stake of 550 shares — an estimated $18.8K sold.

Parkside Financial Bank & Trust first reported a position in GWX in Q2 2023 and held it in 6 quarters. The position peaked at $18.8K in Q3 2024. 212 funds tracked by Wall St. Rank hold GWX as of Q4 2024.

Parkside Financial Bank & Trust reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Parkside Financial Bank & Trust sold 550 State Street SPDR S&P International Small Cap ETF shares in Q4 2024, an estimated $18.8K.
Parkside Financial Bank & Trust first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2023 and held it in 6 quarters.
Parkside Financial Bank & Trust's State Street SPDR S&P International Small Cap ETF position peaked at $18.8K in Q3 2024.
212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2024, filed 5 Feb 2025.