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

Dowling & Yahnke’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
2020
Q1 		– Sell
-5,228
Closed -$167K – 323
2019
Q4 		$167K Buy
+5,228
New +$161K 0.01% 300

Other funds holding GWX

State Street
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Dowling & Yahnke's GWX Position: Q1 2020 in Review

Dowling & Yahnke sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2020, closing a stake of 5,228 shares — an estimated $167K sold.

Dowling & Yahnke first reported a position in GWX in Q4 2019 and held it in 1 quarter. The position peaked at $167K in Q4 2019. 173 funds tracked by Wall St. Rank hold GWX as of Q1 2020.

  • Dowling & Yahnke reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 5,228 State Street SPDR S&P International Small Cap ETF shares in Q1 2020, an estimated $167K.
  • Dowling & Yahnke first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's State Street SPDR S&P International Small Cap ETF position peaked at $167K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.