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

Capital Investment 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
2025 Q1	–	Sell	-889	Closed	-$27.5K	–	1013
2024 Q4	$27.5K	Hold	889	–	–	﹤0.01%	726
2024 Q3	$30.3K	Hold	889	–	–	﹤0.01%	755
2024 Q2	$28.2K	Hold	889	–	–	﹤0.01%	734
2024 Q1	$28.9K	Hold	889	–	–	﹤0.01%	724
2023 Q4	$28.2K	Hold	889	–	–	﹤0.01%	739
2023 Q3	$25.9K	Hold	889	–	–	﹤0.01%	703
2023 Q2	$27.1K	Hold	889	–	–	﹤0.01%	671
2023 Q1	$27.5K	Hold	889	–	–	﹤0.01%	660
2022 Q4	$26.1K	Hold	889	–	–	﹤0.01%	678
2022 Q3	$23K	Sell	889 -45	-5%	-$1.32K	﹤0.01%	637
2022 Q2	$27K	Buy	934 +749	+405%	+$24K	﹤0.01%	648
2022 Q1	$7K	Hold	185	–	–	﹤0.01%	764
2021 Q4	$7K	Buy	185 +140	+311%	+$5.37K	﹤0.01%	745
2021 Q3	$2K	Hold	45	–	–	﹤0.01%	739
2021 Q2	$2K	Hold	45	–	–	﹤0.01%	763
2021 Q1	$2K	Hold	45	–	–	﹤0.01%	711
2020 Q4	$2K	Hold	45	–	–	﹤0.01%	683
2020 Q3	$1K	Hold	45	–	–	﹤0.01%	615
2020 Q2	$1K	Hold	45	–	–	﹤0.01%	557
2020 Q1	$1K	Hold	45	–	–	﹤0.01%	551
2019 Q4	$1K	Hold	45	–	–	﹤0.01%	539
2019 Q3	$1K	Hold	45	–	–	﹤0.01%	1327
2019 Q2	$1K	Buy	45 +30	+200%	+$905	﹤0.01%	1342
2019 Q1	$0	Hold	15	–	–	﹤0.01%	1231
2018 Q4	$0	Buy	+15	New	+$460	﹤0.01%	1200

Other funds holding GWX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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 Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Capital Investment Advisory Services's GWX Position: Q1 2025 in Review

Capital Investment Advisory Services sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2025, closing a stake of 889 shares — an estimated $27.5K sold.

Capital Investment Advisory Services first reported a position in GWX in Q4 2018 and held it in 25 quarters. The position peaked at $30.3K in Q3 2024. 208 funds tracked by Wall St. Rank hold GWX as of Q1 2025.

Capital Investment Advisory Services reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 889 State Street SPDR S&P International Small Cap ETF shares in Q1 2025, an estimated $27.5K.
Capital Investment Advisory Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and held it in 25 quarters.
Capital Investment Advisory Services's State Street SPDR S&P International Small Cap ETF position peaked at $30.3K 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 Capital Investment Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.