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Pointe Capital Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Pointe Capital Management’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
Q2 		– Sell
-2,200
Closed -$68.1K – 254
2023
Q1 		$68.1K Buy
+2,200
New +$67.9K 0.05% 211

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 $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Pointe Capital Management's GWX Position: Q2 2023 in Review

Pointe Capital Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2023, closing a stake of 2,200 shares — an estimated $68.1K sold.

Pointe Capital Management first reported a position in GWX in Q1 2023 and held it in 1 quarter. The position peaked at $68.1K in Q1 2023. 212 funds tracked by Wall St. Rank hold GWX as of Q2 2023.

  • Pointe Capital Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 2,200 State Street SPDR S&P International Small Cap ETF shares in Q2 2023, an estimated $68.1K.
  • Pointe Capital Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2023 and held it in 1 quarter.
  • Pointe Capital Management's State Street SPDR S&P International Small Cap ETF position peaked at $68.1K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.