AWM
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Avior Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Avior Wealth Management’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
-767
Closed -$23.8K – 1414
2024
Q4 		$23.8K Buy
767
+6
+0.8% +$194 ﹤0.01% 1373
2024
Q3 		$26K Hold
761
– – ﹤0.01% 1320
2024
Q2 		$24.2K Sell
761
-567
-43% -$18.2K ﹤0.01% 1306
2024
Q1 		$43.1K Sell
1,328
-1,336
-50% -$41.8K ﹤0.01% 1286
2023
Q4 		$84.6K Sell
2,664
-249
-9% -$7.31K 0.01% 639
2023
Q3 		$84.9K Buy
2,913
+38
+1% +$1.16K 0.01% 661
2023
Q2 		$87.7K Buy
2,875
+263
+10% +$8.14K 0.01% 652
2023
Q1 		$80.9K Sell
2,612
-143
-5% -$4.41K 0.01% 671
2022
Q4 		$81.1K Sell
2,755
-97
-3% -$2.75K 0.01% 557
2022
Q3 		$74K Hold
2,852
– – 0.01% 551
2022
Q2 		$82K Sell
2,852
-23
-0.8% -$738 0.01% 514
2022
Q1 		$101K Sell
2,875
-170
-6% -$6.01K 0.01% 512
2021
Q4 		$115K Sell
3,045
-45
-1% -$1.73K 0.01% 486
2021
Q3 		$118K Sell
3,090
-915
-23% -$35.7K 0.01% 471
2021
Q2 		$168K Sell
4,005
-438
-10% -$17K 0.02% 416
2021
Q1 		$166K Sell
4,443
-206
-4% -$7.58K 0.02% 413
2020
Q4 		$164K Buy
4,649
+610
+15% +$19.9K 0.02% 395
2020
Q3 		$122K Sell
4,039
-138
-3% -$4.05K 0.02% 427
2020
Q2 		$114K Buy
4,177
+433
+12% +$11.2K 0.02% 429
2020
Q1 		$85K Buy
3,744
+449
+14% +$12.6K 0.02% 424
2019
Q4 		$104K Buy
3,295
+267
+9% +$8.24K 0.02% 424
2019
Q3 		$88K Buy
3,028
+1,613
+114% +$47.2K 0.02% 425
2019
Q2 		$42K Buy
1,415
+229
+19% +$6.91K 0.01% 460
2019
Q1 		$35K Buy
1,186
+950
+403% +$28.4K 0.01% 451
2018
Q4 		$6K Hold
236
– – ﹤0.01% 603
2018
Q3 		$8K Hold
236
– – ﹤0.01% 598
2018
Q2 		$8K Buy
236
+107
+83% +$3.81K ﹤0.01% 605
2018
Q1 		$5K Buy
+129
New +$4.64K ﹤0.01% 630

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

Avior Wealth Management's GWX Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2025, closing a stake of 767 shares — an estimated $23.8K sold.

Avior Wealth Management first reported a position in GWX in Q1 2018 and held it in 28 quarters. The position peaked at $168K in Q2 2021. 208 funds tracked by Wall St. Rank hold GWX as of Q1 2025.

  • Avior Wealth Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 767 State Street SPDR S&P International Small Cap ETF shares in Q1 2025, an estimated $23.8K.
  • Avior Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2018 and held it in 28 quarters.
  • Avior Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $168K in Q2 2021.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.