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Advisor Resource Council’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Advisor Resource Council’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
2021
Q3 		– Sell
-34,551
Closed -$1.34M – 320
2021
Q2 		$1.34M Buy
+34,551
New +$1.34M 0.14% 163

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 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
Creative Planning
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Advisor Resource Council's GWX Position: Q3 2021 in Review

Advisor Resource Council sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2021, closing a stake of 34,551 shares — an estimated $1.34M sold.

Advisor Resource Council first reported a position in GWX in Q2 2021 and held it in 1 quarter. The position peaked at $1.34M in Q2 2021. 205 funds tracked by Wall St. Rank hold GWX as of Q3 2021.

  • Advisor Resource Council reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Advisor Resource Council sold 34,551 State Street SPDR S&P International Small Cap ETF shares in Q3 2021, an estimated $1.34M.
  • Advisor Resource Council first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2021 and held it in 1 quarter.
  • Advisor Resource Council's State Street SPDR S&P International Small Cap ETF position peaked at $1.34M in Q2 2021.
  • 205 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2021.

Based on Advisor Resource Council's 13F filing for Q3 2021, filed 16 Nov 2021.