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

Tompkins 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
2024 Q4	–	Sell	-1,400	Closed	-$47.8K	–	553
2024 Q3	$47.8K	Hold	1,400	–	–	﹤0.01%	341
2024 Q2	$44.4K	Hold	1,400	–	–	﹤0.01%	353
2024 Q1	$45.5K	Hold	1,400	–	–	0.01%	360
2023 Q4	$44.5K	Hold	1,400	–	–	0.01%	352
2023 Q3	$40.8K	Sell	1,400 -400	-22%	-$12.2K	0.01%	335
2023 Q2	$54.9K	Hold	1,800	–	–	0.01%	323
2023 Q1	$55.7K	Hold	1,800	–	–	0.01%	325
2022 Q4	$53K	Hold	1,800	–	–	0.01%	330
2022 Q3	$47K	Hold	1,800	–	–	0.01%	334
2022 Q2	$52K	Hold	1,800	–	–	0.01%	324
2022 Q1	$63K	Buy	+1,800	New	+$63.6K	0.01%	329

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 $18.1B AUM 15% 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

Tompkins Financial's GWX Position: Q4 2024 in Review

Tompkins Financial sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2024, closing a stake of 1,400 shares — an estimated $47.8K sold.

Tompkins Financial first reported a position in GWX in Q1 2022 and held it in 11 quarters. The position peaked at $63K in Q1 2022. 212 funds tracked by Wall St. Rank hold GWX as of Q4 2024.

Tompkins Financial reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Tompkins Financial sold 1,400 State Street SPDR S&P International Small Cap ETF shares in Q4 2024, an estimated $47.8K.
Tompkins Financial first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2022 and held it in 11 quarters.
Tompkins Financial's State Street SPDR S&P International Small Cap ETF position peaked at $63K in Q1 2022.
212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.