EWM
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Executive Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Executive Wealth Management’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
Q2 		– Sell
-80,987
Closed -$3.03M – 197
2021
Q1 		$3.03M Buy
80,987
+7,679
+10% +$282K 0.36% 75
2020
Q4 		$2.6M Buy
+73,308
New +$2.39M 0.32% 76

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Executive Wealth Management's GWX Position: Q2 2021 in Review

Executive Wealth Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2021, closing a stake of 80,987 shares — an estimated $3.03M sold.

Executive Wealth Management first reported a position in GWX in Q4 2020 and held it in 2 quarters. The position peaked at $3.03M in Q1 2021. 212 funds tracked by Wall St. Rank hold GWX as of Q2 2021.

  • Executive Wealth Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Executive Wealth Management sold 80,987 State Street SPDR S&P International Small Cap ETF shares in Q2 2021, an estimated $3.03M.
  • Executive Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2020 and held it in 2 quarters.
  • Executive Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $3.03M in Q1 2021.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2021.

Based on Executive Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.