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

Able Wealth Management’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
Q1 		– Sell
-9
Closed -$275 – 285
2023
Q4 		$275 Buy
+9
New +$264 ﹤0.01% 574

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Able Wealth Management's GWX Position: Q1 2024 in Review

Able Wealth Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2024, closing a stake of 9 shares — an estimated $275 sold.

Able Wealth Management first reported a position in GWX in Q4 2023 and held it in 1 quarter. The position peaked at $275 in Q4 2023. 214 funds tracked by Wall St. Rank hold GWX as of Q1 2024.

  • Able Wealth Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 9 State Street SPDR S&P International Small Cap ETF shares in Q1 2024, an estimated $275.
  • Able Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $275 in Q4 2023.
  • 214 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.