Coppell Advisory Solutions’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Coppell Advisory Solutions’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	-136	Closed	-$4.22K	–	968
2024 Q4	$4.22K	Hold	136	–	–	﹤0.01%	1368
2024 Q3	$4.63K	Hold	136	–	–	﹤0.01%	1275
2024 Q2	$4.32K	Buy	+136	New	+$4.36K	﹤0.01%	1226
2023 Q4	$4.32K	Buy	+136	New	+$3.99K	﹤0.01%	1131

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

Coppell Advisory Solutions's GWX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2025, closing a stake of 136 shares — an estimated $4.22K sold.

Coppell Advisory Solutions first reported a position in GWX in Q4 2023 and held it in 4 quarters. The position peaked at $4.63K in Q3 2024. 208 funds tracked by Wall St. Rank hold GWX as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 136 State Street SPDR S&P International Small Cap ETF shares in Q1 2025, an estimated $4.22K.
Coppell Advisory Solutions first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2023 and held it in 4 quarters.
Coppell Advisory Solutions's State Street SPDR S&P International Small Cap ETF position peaked at $4.63K 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 Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.