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

WR Wealth Planners’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	-465	Closed	-$15.9K	–	1141
2024 Q3	$15.9K	Hold	465	–	–	﹤0.01%	551
2024 Q2	$14.8K	Hold	465	–	–	﹤0.01%	506
2024 Q1	$15.1K	Buy	+465	New	+$14.5K	﹤0.01%	511
2023 Q4	–	Sell	-465	Closed	-$13.6K	–	466
2023 Q3	$13.6K	Hold	465	–	–	0.01%	492
2023 Q2	$14.2K	Hold	465	–	–	0.01%	486
2023 Q1	$14.4K	Hold	465	–	–	0.01%	474
2022 Q4	$13.7K	Hold	465	–	–	0.01%	241
2022 Q3	$12.1K	Hold	465	–	–	0.01%	240
2022 Q2	$13.5K	Hold	465	–	–	0.01%	259
2022 Q1	$16.3K	Buy	+465	New	+$16.4K	0.01%	252

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 $58.2B AUM 22.78% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

WR Wealth Planners's GWX Position: Q4 2024 in Review

WR Wealth Planners sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2024, closing a stake of 465 shares — an estimated $15.9K sold.

WR Wealth Planners first reported a position in GWX in Q1 2022 and held it in 10 quarters. The position peaked at $16.3K in Q1 2022. 212 funds tracked by Wall St. Rank hold GWX as of Q4 2024.

WR Wealth Planners reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 465 State Street SPDR S&P International Small Cap ETF shares in Q4 2024, an estimated $15.9K.
WR Wealth Planners first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2022 and held it in 10 quarters.
WR Wealth Planners's State Street SPDR S&P International Small Cap ETF position peaked at $16.3K 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 WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.