People's United Financial’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

People's United Financial’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 Q1	$1.42M	Sell	40,403 -3,604	-8%	-$127K	0.04%	266
2021 Q4	$1.66M	Sell	44,007 -12,029	-21%	-$461K	0.04%	266
2021 Q3	$2.16M	Sell	56,036 -975	-2%	-$38.1K	0.05%	242
2021 Q2	$2.2M	Sell	57,011 -24,100	-30%	-$936K	0.05%	236
2021 Q1	$3.03M	Sell	81,111 -6,671	-8%	-$245K	0.07%	195
2020 Q4	$3.11M	Sell	87,782 -9,581	-10%	-$312K	0.08%	178
2020 Q3	$2.96M	Sell	97,363 -5,057	-5%	-$149K	0.08%	164
2020 Q2	$2.8M	Buy	102,420 +69,197	+208%	+$1.79M	0.08%	163
2020 Q1	$756K	Buy	+33,223	New	+$931K	0.03%	307

Other funds holding GWX

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

People's United Financial's GWX Position: Q1 2022 in Review

People's United Financial reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 8.2% in Q1 2022, selling an estimated $127K and leaving 40,403 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #266.

People's United Financial first reported a position in GWX in Q1 2020 and has held it in 9 quarters since. The position peaked at $3.11M in Q4 2020. 224 funds tracked by Wall St. Rank hold GWX as of Q1 2022.

People's United Financial held 40,403 shares of State Street SPDR S&P International Small Cap ETF worth $1.42M as of Q1 2022.
People's United Financial sold 3,604 State Street SPDR S&P International Small Cap ETF shares in Q1 2022, an estimated $127K.
State Street SPDR S&P International Small Cap ETF made up 0.04% of People's United Financial's portfolio in Q1 2022, its #266 holding.
People's United Financial first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2020 and has held it in 9 quarters since.
People's United Financial's State Street SPDR S&P International Small Cap ETF position peaked at $3.11M in Q4 2020.
224 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.