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

Affiance 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
2020 Q1	–	Sell	-1,351	Closed	-$43K	–	139
2019 Q4	$43K	Buy	+1,351	New	+$41.7K	0.02%	113
2019 Q3	–	Sell	-8,734	Closed	-$262K	–	96
2019 Q2	$262K	Hold	8,734	–	–	0.16%	83
2019 Q1	$265K	Sell	8,734 -23,177	-73%	-$692K	0.17%	80
2018 Q4	$891K	Buy	+31,911	New	+$980K	0.59%	35

Other funds holding GWX

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Affiance Financial's GWX Position: Q1 2020 in Review

Affiance Financial sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2020, closing a stake of 1,351 shares — an estimated $43K sold.

Affiance Financial first reported a position in GWX in Q4 2018 and held it in 4 quarters. The position peaked at $891K in Q4 2018. 173 funds tracked by Wall St. Rank hold GWX as of Q1 2020.

Affiance Financial reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2020 after selling out during the quarter.
Affiance Financial sold 1,351 State Street SPDR S&P International Small Cap ETF shares in Q1 2020, an estimated $43K.
Affiance Financial first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and held it in 4 quarters.
Affiance Financial's State Street SPDR S&P International Small Cap ETF position peaked at $891K in Q4 2018.
173 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2020.

Based on Affiance Financial's 13F filing for Q1 2020, filed 14 Apr 2020.