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Zullo Investment Group’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Zullo Investment Group’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
-189
Closed -$5.56K – 380
2022
Q4 		$5.56K Hold
189
– – ﹤0.01% 584
2022
Q3 		$5K Buy
189
+32
+20% +$938 ﹤0.01% 593
2022
Q2 		$5K Buy
157
+3
+2% +$96 ﹤0.01% 615
2022
Q1 		$5K Buy
154
+7
+5% +$248 ﹤0.01% 651
2021
Q4 		$6K Buy
+147
New +$5.63K ﹤0.01% 623

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

Zullo Investment Group's GWX Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2023, closing a stake of 189 shares — an estimated $5.56K sold.

Zullo Investment Group first reported a position in GWX in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 221 funds tracked by Wall St. Rank hold GWX as of Q1 2023.

  • Zullo Investment Group reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 189 State Street SPDR S&P International Small Cap ETF shares in Q1 2023, an estimated $5.56K.
  • Zullo Investment Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's State Street SPDR S&P International Small Cap ETF position peaked at $6K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.