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Cetera Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Cetera Advisors’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
2024
Q1 		$520K Sell
16,024
-2,775
-15% -$86.7K ﹤0.01% 1574
2023
Q4 		$597K Sell
18,799
-646
-3% -$19K 0.01% 1029
2023
Q3 		$567K Buy
+19,445
New +$594K 0.01% 988
2019
Q2 		– Sell
-4,951
Closed -$150K – 1070
2019
Q1 		$150K Buy
+4,951
New +$148K 0.01% 831

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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

Cetera Advisors's GWX Position: Q1 2024 in Review

Cetera Advisors reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 15% in Q1 2024, selling an estimated $86.7K and leaving 16,024 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Cetera Advisors first reported a position in GWX in Q1 2019 and has held it in 4 quarters since. The position peaked at $597K in Q4 2023. 214 funds tracked by Wall St. Rank hold GWX as of Q1 2024.

  • Cetera Advisors held 16,024 shares of State Street SPDR S&P International Small Cap ETF worth $520K as of Q1 2024.
  • Cetera Advisors sold 2,775 State Street SPDR S&P International Small Cap ETF shares in Q1 2024, an estimated $86.7K.
  • State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1574 holding.
  • Cetera Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2019 and has held it in 4 quarters since.
  • Cetera Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $597K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.