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Private Portfolio Partners’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Private Portfolio Partners’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
Q1 		– Sell
-13,399
Closed -$394K – 257
2022
Q4 		$394K Buy
13,399
+513
+4% +$14.5K 0.1% 174
2022
Q3 		$336K Buy
+12,886
New +$378K 0.1% 177

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Private Portfolio Partners's GWX Position: Q1 2023 in Review

Private Portfolio Partners sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2023, closing a stake of 13,399 shares — an estimated $394K sold.

Private Portfolio Partners first reported a position in GWX in Q3 2022 and held it in 2 quarters. The position peaked at $394K in Q4 2022. 221 funds tracked by Wall St. Rank hold GWX as of Q1 2023.

  • Private Portfolio Partners reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Private Portfolio Partners sold 13,399 State Street SPDR S&P International Small Cap ETF shares in Q1 2023, an estimated $394K.
  • Private Portfolio Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2022 and held it in 2 quarters.
  • Private Portfolio Partners's State Street SPDR S&P International Small Cap ETF position peaked at $394K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2023.

Based on Private Portfolio Partners's 13F filing for Q1 2023, filed 12 May 2023.