SIS
GWX icon

Sound Income Strategies’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Sound Income Strategies’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
-174
Closed -$5.39K – 1132
2023
Q1 		$5.39K Buy
+174
New +$5.37K ﹤0.01% 688

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 $58.2B AUM 22.78% 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 $10.1B AUM 29.18% 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

Sound Income Strategies's GWX Position: Q2 2023 in Review

Sound Income Strategies sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2023, closing a stake of 174 shares — an estimated $5.39K sold.

Sound Income Strategies first reported a position in GWX in Q1 2023 and held it in 1 quarter. The position peaked at $5.39K in Q1 2023. 212 funds tracked by Wall St. Rank hold GWX as of Q2 2023.

  • Sound Income Strategies reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Sound Income Strategies sold 174 State Street SPDR S&P International Small Cap ETF shares in Q2 2023, an estimated $5.39K.
  • Sound Income Strategies first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2023 and held it in 1 quarter.
  • Sound Income Strategies's State Street SPDR S&P International Small Cap ETF position peaked at $5.39K 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 Sound Income Strategies's 13F filing for Q2 2023, filed 10 Jul 2023.