AAS
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Avantax Advisory Services’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Avantax Advisory Services’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 		– Sell
-8,845
Closed -$271K – 1106
2020
Q3 		$271K Buy
+8,845
New +$260K ﹤0.01% 1078

Other funds holding GWX

State Street
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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avantax Advisory Services's GWX Position: Q4 2020 in Review

Avantax Advisory Services sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2020, closing a stake of 8,845 shares — an estimated $271K sold.

Avantax Advisory Services first reported a position in GWX in Q3 2020 and held it in 1 quarter. The position peaked at $271K in Q3 2020. 189 funds tracked by Wall St. Rank hold GWX as of Q4 2020.

  • Avantax Advisory Services reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 8,845 State Street SPDR S&P International Small Cap ETF shares in Q4 2020, an estimated $271K.
  • Avantax Advisory Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's State Street SPDR S&P International Small Cap ETF position peaked at $271K in Q3 2020.
  • 189 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.