Carroll Financial Associates’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Carroll Financial Associates’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
2021 Q4	$4K	Buy	+115	New	+$4.41K	﹤0.01%	1379

Other funds holding GWX

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Carroll Financial Associates's GWX Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2021: 115 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings.

226 funds tracked by Wall St. Rank hold GWX as of Q4 2021.

Carroll Financial Associates held 115 shares of State Street SPDR S&P International Small Cap ETF worth $4K as of Q4 2021.
State Street SPDR S&P International Small Cap ETF was a new Carroll Financial Associates position in Q4 2021.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1379 holding.
226 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.