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

Stifel Financial’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
-310,032
Closed -$7.07M – 2888
2020
Q1 		$7.07M Sell
310,032
-14,133
-4% -$396K 0.02% 539
2019
Q4 		$10.3M Buy
324,165
+8,192
+3% +$253K 0.02% 592
2019
Q3 		$9.28M Buy
315,973
+14,760
+5% +$432K 0.02% 590
2019
Q2 		$9.03M Buy
301,213
+10,068
+3% +$304K 0.02% 611
2019
Q1 		$8.83M Buy
291,145
+571
+0.2% +$17K 0.02% 581
2018
Q4 		$8.12M Sell
290,574
-22,646
-7% -$695K 0.03% 555
2018
Q3 		$10.8M Buy
313,220
+4,867
+2% +$166K 0.03% 508
2018
Q2 		$10.6M Buy
308,353
+14,558
+5% +$518K 0.03% 521
2018
Q1 		$10.4M Buy
293,795
+21,439
+8% +$772K 0.03% 519
2017
Q4 		$9.67M Buy
272,356
+265,345
+3,785% +$9.42M 0.03% 546
2017
Q3 		$245K Buy
+7,011
New +$240K ﹤0.01% 2262
2017
Q1 		– Sell
-15,084
Closed -$436K – 2564
2016
Q4 		$436K Buy
15,084
+2,670
+22% +$80.4K ﹤0.01% 1850
2016
Q3 		$388K Sell
12,414
-337
-3% -$10.3K ﹤0.01% 1856
2016
Q2 		$370K Sell
12,751
-144,165
-92% -$4.22M ﹤0.01% 1924
2016
Q1 		$4.48M Sell
156,916
-11,894
-7% -$318K 0.02% 584
2015
Q4 		$4.77M Buy
+168,810
New +$4.86M 0.02% 581

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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Stifel Financial's GWX Position: Q2 2020 in Review

Stifel Financial sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2020, closing a stake of 310,032 shares — an estimated $7.07M sold.

Stifel Financial first reported a position in GWX in Q4 2015 and held it in 16 quarters. The position peaked at $10.8M in Q3 2018. 168 funds tracked by Wall St. Rank hold GWX as of Q2 2020.

  • Stifel Financial reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Stifel Financial sold 310,032 State Street SPDR S&P International Small Cap ETF shares in Q2 2020, an estimated $7.07M.
  • Stifel Financial first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2015 and held it in 16 quarters.
  • Stifel Financial's State Street SPDR S&P International Small Cap ETF position peaked at $10.8M in Q3 2018.
  • 168 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2020.

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