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

Sterling 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
2024 Q4	–	Sell	-7,097	Closed	-$242K	–	110
2024 Q3	$242K	Hold	7,097	–	–	0.09%	102
2024 Q2	$225K	Buy	7,097 +50	+0.7%	+$1.6K	0.11%	95
2024 Q1	$229K	Hold	7,047	–	–	0.11%	90
2023 Q4	$224K	Buy	+7,047	New	+$207K	0.13%	87

Other funds holding GWX

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

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Sterling Wealth Management's GWX Position: Q4 2024 in Review

Sterling Wealth Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2024, closing a stake of 7,097 shares — an estimated $242K sold.

Sterling Wealth Management first reported a position in GWX in Q4 2023 and held it in 4 quarters. The position peaked at $242K in Q3 2024. 212 funds tracked by Wall St. Rank hold GWX as of Q4 2024.

Sterling Wealth Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Sterling Wealth Management sold 7,097 State Street SPDR S&P International Small Cap ETF shares in Q4 2024, an estimated $242K.
Sterling Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2023 and held it in 4 quarters.
Sterling Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $242K in Q3 2024.
212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2024.

Based on Sterling Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.