Plante Moran Financial Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Plante Moran Financial 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 Q4	–	Sell	-8	Closed	–	–	909
2022 Q3	$0	Sell	8 -550	-99%	-$16.1K	﹤0.01%	937
2022 Q2	$16K	Buy	+558	New	+$17.9K	﹤0.01%	513
2016 Q1	–	Sell	-1,297	Closed	-$37K	–	929
2015 Q4	$37K	Buy	+1,297	New	+$37.3K	0.03%	344

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFB

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

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

Plante Moran Financial Advisors's GWX Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2022, closing a stake of 8 shares.

Plante Moran Financial Advisors first reported a position in GWX in Q4 2015 and held it in 3 quarters. The position peaked at $37K in Q4 2015. 221 funds tracked by Wall St. Rank hold GWX as of Q4 2022.

Plante Moran Financial Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 8 State Street SPDR S&P International Small Cap ETF shares in Q4 2022.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2015 and held it in 3 quarters.
Plante Moran Financial Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $37K in Q4 2015.
221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.