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

Archford Capital Strategies’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
Q4 		– Sell
-18,045
Closed -$530K – 219
2019
Q3 		$530K Sell
18,045
-1,101
-6% -$32.2K 0.2% 143
2019
Q2 		$573K Buy
19,146
+279
+1% +$8.42K 0.21% 134
2019
Q1 		$572K Buy
+18,867
New +$563K 0.21% 135

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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Archford Capital Strategies's GWX Position: Q4 2019 in Review

Archford Capital Strategies sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2019, closing a stake of 18,045 shares — an estimated $530K sold.

Archford Capital Strategies first reported a position in GWX in Q1 2019 and held it in 3 quarters. The position peaked at $573K in Q2 2019. 190 funds tracked by Wall St. Rank hold GWX as of Q4 2019.

  • Archford Capital Strategies reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 18,045 State Street SPDR S&P International Small Cap ETF shares in Q4 2019, an estimated $530K.
  • Archford Capital Strategies first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2019 and held it in 3 quarters.
  • Archford Capital Strategies's State Street SPDR S&P International Small Cap ETF position peaked at $573K in Q2 2019.
  • 190 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2019.

Based on Archford Capital Strategies's 13F filing for Q4 2019, filed 15 Jan 2020.