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Stearns Financial Services Group’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Stearns Financial Services Group’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
2020
Q2 		– Sell
-713
Closed -$16K – 204
2020
Q1 		$16K Buy
+713
New +$20K ﹤0.01% 181
2019
Q1 		– Sell
-1,402
Closed -$39K – 174
2018
Q4 		$39K Buy
+1,402
New +$43K 0.01% 149

Other funds holding GWX

State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Stearns Financial Services Group's GWX Position: Q2 2020 in Review

Stearns Financial Services Group sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2020, closing a stake of 713 shares — an estimated $16K sold.

Stearns Financial Services Group first reported a position in GWX in Q4 2018 and held it in 2 quarters. The position peaked at $39K in Q4 2018. 168 funds tracked by Wall St. Rank hold GWX as of Q2 2020.

  • Stearns Financial Services Group reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Stearns Financial Services Group sold 713 State Street SPDR S&P International Small Cap ETF shares in Q2 2020, an estimated $16K.
  • Stearns Financial Services Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and held it in 2 quarters.
  • Stearns Financial Services Group's State Street SPDR S&P International Small Cap ETF position peaked at $39K in Q4 2018.
  • 168 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2020.

Based on Stearns Financial Services Group's 13F filing for Q2 2020, filed 14 Aug 2020.