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

West Coast 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
2022 Q3	–	Sell	-12,807	Closed	-$371K	–	123
2022 Q2	$371K	Sell	12,807 -856	-6%	-$27.5K	0.07%	91
2022 Q1	$480K	Sell	13,663 -2,500	-15%	-$88.4K	0.07%	86
2021 Q4	$610K	Sell	16,163 -270	-2%	-$10.4K	0.09%	82
2021 Q3	$632K	Buy	16,433 +787	+5%	+$30.7K	0.1%	83
2021 Q2	$605K	Buy	15,646 +5,185	+50%	+$201K	0.1%	84
2021 Q1	$391K	Buy	10,461 +4,296	+70%	+$158K	0.07%	95
2020 Q4	$218K	Buy	+6,165	New	+$201K	0.04%	109
2014 Q4	–	Sell	-6,660	Closed	-$218K	–	90
2014 Q3	$218K	Sell	6,660 -430	-6%	-$14.9K	0.12%	79
2014 Q2	$250K	Sell	7,090 -700	-9%	-$23.9K	0.13%	79
2014 Q1	$264K	Sell	7,790 -4,990	-39%	-$167K	0.13%	85
2013 Q4	$429K	Hold	12,780	–	–	0.22%	72
2013 Q3	$418K	Buy	12,780 +15	+0.1%	+$468	0.23%	73
2013 Q2	$368K	Buy	+12,765	New	+$387K	0.2%	78

Other funds holding GWX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

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

West Coast Financial's GWX Position: Q3 2022 in Review

West Coast Financial sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2022, closing a stake of 12,807 shares — an estimated $371K sold.

West Coast Financial first reported a position in GWX in Q2 2013 and held it in 13 quarters. The position peaked at $632K in Q3 2021. 205 funds tracked by Wall St. Rank hold GWX as of Q3 2022.

West Coast Financial reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2022 after selling out during the quarter.
West Coast Financial sold 12,807 State Street SPDR S&P International Small Cap ETF shares in Q3 2022, an estimated $371K.
West Coast Financial first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2013 and held it in 13 quarters.
West Coast Financial's State Street SPDR S&P International Small Cap ETF position peaked at $632K in Q3 2021.
205 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2022.

Based on West Coast Financial's 13F filing for Q3 2022, filed 1 Nov 2022.