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

Rockwood Wealth 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
2022 Q2	–	Sell	-9,922	Closed	-$349K	–	77
2022 Q1	$349K	Sell	9,922 -1,624	-14%	-$57.4K	0.17%	51
2021 Q4	$436K	Buy	+11,546	New	+$443K	0.19%	60

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 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

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

CFB

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

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

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

Rockwood Wealth Management's GWX Position: Q2 2022 in Review

Rockwood Wealth Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2022, closing a stake of 9,922 shares — an estimated $349K sold.

Rockwood Wealth Management first reported a position in GWX in Q4 2021 and held it in 2 quarters. The position peaked at $436K in Q4 2021. 215 funds tracked by Wall St. Rank hold GWX as of Q2 2022.

Rockwood Wealth Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2022 after selling out during the quarter.
Rockwood Wealth Management sold 9,922 State Street SPDR S&P International Small Cap ETF shares in Q2 2022, an estimated $349K.
Rockwood Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2021 and held it in 2 quarters.
Rockwood Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $436K in Q4 2021.
215 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2022.

Based on Rockwood Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2023.