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

Sonora Investment 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
2021
Q3 		$24K Hold
635
– – ﹤0.01% 586
2021
Q2 		$25K Hold
635
– – ﹤0.01% 527
2021
Q1 		$24K Buy
+635
New +$23.3K ﹤0.01% 887
2019
Q2 		– Sell
-164
Closed -$5K – 1698
2019
Q1 		$5K Buy
+164
New +$4.89K ﹤0.01% 1237

Other funds holding GWX

State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Sonora Investment Management's GWX Position: Q3 2021 in Review

Sonora Investment Management held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q3 2021 at 635 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Sonora Investment Management first reported a position in GWX in Q1 2019 and has held it in 4 quarters since. The position peaked at $25K in Q2 2021. 205 funds tracked by Wall St. Rank hold GWX as of Q3 2021.

  • Sonora Investment Management held 635 shares of State Street SPDR S&P International Small Cap ETF worth $24K as of Q3 2021.
  • Sonora Investment Management left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q3 2021.
  • State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #586 holding.
  • Sonora Investment Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2019 and has held it in 4 quarters since.
  • Sonora Investment Management's State Street SPDR S&P International Small Cap ETF position peaked at $25K in Q2 2021.
  • 205 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.