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

Aveo Capital Partners’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
2025
Q1 		– Sell
-21,757
Closed -$674K – 237
2024
Q4 		$674K Sell
21,757
-126
-0.6% -$4.07K 0.07% 163
2024
Q3 		$747K Buy
21,883
+1,086
+5% +$35.4K 0.08% 157
2024
Q2 		$660K Buy
20,797
+1,155
+6% +$37K 0.07% 160
2024
Q1 		$631K Sell
19,642
-1,438
-7% -$45K 0.07% 185
2023
Q4 		$670K Sell
21,080
-558
-3% -$16.4K 0.08% 170
2023
Q3 		$631K Buy
21,638
+539
+3% +$16.5K 0.08% 170
2023
Q2 		$644K Sell
21,099
-34
-0.2% -$1.05K 0.08% 170
2023
Q1 		$654K Buy
21,133
+2,365
+13% +$73K 0.09% 155
2022
Q4 		$552K Buy
18,768
+1,002
+6% +$28.4K 0.08% 175
2022
Q3 		$463K Buy
17,766
+807
+5% +$23.7K 0.08% 174
2022
Q2 		$491K Buy
16,959
+2,929
+21% +$94K 0.08% 177
2022
Q1 		$493K Sell
14,030
-244
-2% -$8.63K 0.09% 179
2021
Q4 		$539K Buy
14,274
+1,636
+13% +$62.7K 0.1% 166
2021
Q3 		$486K Buy
12,638
+286
+2% +$11.2K 0.1% 162
2021
Q2 		$478K Buy
12,352
+296
+2% +$11.5K 0.11% 168
2021
Q1 		$451K Buy
+12,056
New +$443K 0.11% 150
2020
Q4 		– Sell
-12,248
Closed -$372K – 100
2020
Q3 		$372K Buy
+12,248
New +$360K 0.13% 136
2020
Q2 		– Sell
-13,013
Closed -$296K – 88
2020
Q1 		$296K Buy
13,013
+1,586
+14% +$44.5K 0.14% 118
2019
Q4 		$364K Buy
11,427
+356
+3% +$11K 0.14% 123
2019
Q3 		$345K Buy
11,071
+2,079
+23% +$60.9K 0.14% 118
2019
Q2 		$271K Buy
8,992
+1,747
+24% +$52.7K 0.12% 144
2019
Q1 		$220K Buy
+7,245
New +$216K 0.1% 147

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 $58.2B AUM 22.78% 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 $4.48B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aveo Capital Partners's GWX Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2025, closing a stake of 21,757 shares — an estimated $674K sold.

Aveo Capital Partners first reported a position in GWX in Q1 2019 and held it in 22 quarters. The position peaked at $747K in Q3 2024. 208 funds tracked by Wall St. Rank hold GWX as of Q1 2025.

  • Aveo Capital Partners reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 21,757 State Street SPDR S&P International Small Cap ETF shares in Q1 2025, an estimated $674K.
  • Aveo Capital Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2019 and held it in 22 quarters.
  • Aveo Capital Partners's State Street SPDR S&P International Small Cap ETF position peaked at $747K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.