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

SVB Wealth’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 Q2	–	Sell	-65	Closed	-$2K	–	790
2022 Q1	$2K	Hold	65	–	–	﹤0.01%	794
2021 Q4	$2K	Hold	65	–	–	﹤0.01%	796
2021 Q3	$2K	Hold	65	–	–	﹤0.01%	996
2021 Q2	$2K	Hold	65	–	–	﹤0.01%	984
2021 Q1	$2K	Hold	65	–	–	﹤0.01%	922
2020 Q4	$2K	Hold	65	–	–	﹤0.01%	857
2020 Q3	$2K	Hold	65	–	–	﹤0.01%	747
2020 Q2	$1K	Hold	65	–	–	﹤0.01%	631
2020 Q1	$1K	Hold	65	–	–	﹤0.01%	582
2019 Q4	$2K	Buy	+65	New	+$2K	﹤0.01%	651

Other funds holding GWX

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SVB Wealth's GWX Position: Q2 2022 in Review

SVB Wealth sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2022, closing a stake of 65 shares — an estimated $2K sold.

SVB Wealth first reported a position in GWX in Q4 2019 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 215 funds tracked by Wall St. Rank hold GWX as of Q2 2022.

SVB Wealth reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2022 after selling out during the quarter.
SVB Wealth sold 65 State Street SPDR S&P International Small Cap ETF shares in Q2 2022, an estimated $2K.
SVB Wealth first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2019 and held it in 10 quarters.
SVB Wealth's State Street SPDR S&P International Small Cap ETF position peaked at $2K in Q1 2022.
215 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.