Syverson Strege & Co’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-550	Closed	-$17K	–	297
2023 Q1	$17K	Hold	550	–	–	0.01%	201
2022 Q4	$16.2K	Buy	550 +2	+0.4%	+$57	0.01%	180
2022 Q3	$14K	Sell	548 -197	-26%	-$5.77K	0.01%	174
2022 Q2	$22K	Sell	745 -184	-20%	-$5.91K	0.01%	180
2022 Q1	$33K	Hold	929	–	–	0.04%	145
2021 Q4	$35K	Sell	929 -121	-12%	-$4.64K	0.03%	153
2021 Q3	$40K	Sell	1,050 -371	-26%	-$14.5K	0.03%	152
2021 Q2	$55K	Sell	1,421 -17,001	-92%	-$661K	0.05%	124
2021 Q1	$688K	Sell	18,422 -1,526	-8%	-$56.1K	0.72%	25
2020 Q4	$706K	Buy	+19,948	New	+$650K	0.67%	22

Other funds holding GWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

CFB

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

NEWAS

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Syverson Strege & Co's GWX Position: Q2 2023 in Review

Syverson Strege & Co sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2023, closing a stake of 550 shares — an estimated $17K sold.

Syverson Strege & Co first reported a position in GWX in Q4 2020 and held it in 10 quarters. The position peaked at $706K in Q4 2020. 212 funds tracked by Wall St. Rank hold GWX as of Q2 2023.

Syverson Strege & Co reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 550 State Street SPDR S&P International Small Cap ETF shares in Q2 2023, an estimated $17K.
Syverson Strege & Co first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's State Street SPDR S&P International Small Cap ETF position peaked at $706K in Q4 2020.
212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.