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

Wealth Management Solutions’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
Q1 		– Sell
-9,018
Closed -$265K – 94
2022
Q4 		$265K Buy
+9,018
New +$255K 0.14% 74

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wealth Management Solutions's GWX Position: Q1 2023 in Review

Wealth Management Solutions sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2023, closing a stake of 9,018 shares — an estimated $265K sold.

Wealth Management Solutions first reported a position in GWX in Q4 2022 and held it in 1 quarter. The position peaked at $265K in Q4 2022. 221 funds tracked by Wall St. Rank hold GWX as of Q1 2023.

  • Wealth Management Solutions reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth Management Solutions sold 9,018 State Street SPDR S&P International Small Cap ETF shares in Q1 2023, an estimated $265K.
  • Wealth Management Solutions first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2022 and held it in 1 quarter.
  • Wealth Management Solutions's State Street SPDR S&P International Small Cap ETF position peaked at $265K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2023.

Based on Wealth Management Solutions's 13F filing for Q1 2023, filed 5 May 2023.