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American Capital Advisory’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

American Capital Advisory’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
Q2 		– Sell
-25
Closed -$775 – 467
2024
Q1 		$775 Buy
+25
New +$781 ﹤0.01% 400

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

American Capital Advisory's GWX Position: Q2 2024 in Review

American Capital Advisory sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2024, closing a stake of 25 shares — an estimated $775 sold.

American Capital Advisory first reported a position in GWX in Q1 2024 and held it in 1 quarter. The position peaked at $775 in Q1 2024. 212 funds tracked by Wall St. Rank hold GWX as of Q2 2024.

  • American Capital Advisory reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • American Capital Advisory sold 25 State Street SPDR S&P International Small Cap ETF shares in Q2 2024, an estimated $775.
  • American Capital Advisory first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2024 and held it in 1 quarter.
  • American Capital Advisory's State Street SPDR S&P International Small Cap ETF position peaked at $775 in Q1 2024.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2024.

Based on American Capital Advisory's 13F filing for Q2 2024, filed 29 Jul 2024.