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

Alera Investment Advisors’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
2019
Q2 		– Sell
-4,709
Closed -$143K – 455
2019
Q1 		$143K Sell
4,709
-1,306
-22% -$39K 0.07% 90
2018
Q4 		$168K Buy
+6,015
New +$185K 0.1% 91

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PC
Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Alera Investment Advisors's GWX Position: Q2 2019 in Review

Alera Investment Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2019, closing a stake of 4,709 shares — an estimated $143K sold.

Alera Investment Advisors first reported a position in GWX in Q4 2018 and held it in 2 quarters. The position peaked at $168K in Q4 2018. 169 funds tracked by Wall St. Rank hold GWX as of Q2 2019.

  • Alera Investment Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 4,709 State Street SPDR S&P International Small Cap ETF shares in Q2 2019, an estimated $143K.
  • Alera Investment Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $168K in Q4 2018.
  • 169 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.