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

Aperio Group’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 Q4	$237K	Hold	6,704	–	–	﹤0.01%	2261
2020 Q3	$204K	Buy	+6,704	New	+$197K	﹤0.01%	2224
2020 Q1	–	Sell	-6,704	Closed	-$214K	–	2366
2019 Q4	$214K	Buy	+6,704	New	+$207K	﹤0.01%	2183
2019 Q3	–	Sell	-6,704	Closed	-$201K	–	2502
2019 Q2	$201K	Hold	6,704	–	–	﹤0.01%	2172
2019 Q1	$203K	Buy	+6,704	New	+$200K	﹤0.01%	2160

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aperio Group's GWX Position: Q4 2020 in Review

Aperio Group held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q4 2020 at 6,704 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Aperio Group first reported a position in GWX in Q1 2019 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold GWX as of Q4 2020.

Aperio Group held 6,704 shares of State Street SPDR S&P International Small Cap ETF worth $237K as of Q4 2020.
Aperio Group left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q4 2020.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2261 holding.
Aperio Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2019 and has held it in 5 quarters since.
189 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.