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Strengthening Families & Communities LLC’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Strengthening Families & Communities LLC’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
2022
Q3 		– Sell
-124
Closed -$4K – 506
2022
Q2 		$4K Hold
124
– – ﹤0.01% 288
2022
Q1 		$4K Buy
+124
New +$4.38K ﹤0.01% 286

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Strengthening Families & Communities LLC's GWX Position: Q3 2022 in Review

Strengthening Families & Communities LLC sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2022, closing a stake of 124 shares — an estimated $4K sold.

Strengthening Families & Communities LLC first reported a position in GWX in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 205 funds tracked by Wall St. Rank hold GWX as of Q3 2022.

  • Strengthening Families & Communities LLC reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 124 State Street SPDR S&P International Small Cap ETF shares in Q3 2022, an estimated $4K.
  • Strengthening Families & Communities LLC first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2022 and held it in 2 quarters.
  • Strengthening Families & Communities LLC's State Street SPDR S&P International Small Cap ETF position peaked at $4K in Q2 2022.
  • 205 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2022.

Based on Strengthening Families & Communities LLC's 13F filing for Q3 2022, filed 3 Nov 2022.