Financial Architects (New Jersey)’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-1,000	Closed	-$23K	–	869
2020 Q1	$23K	Hold	1,000	–	–	0.01%	482
2019 Q4	$32K	Hold	1,000	–	–	0.01%	488
2019 Q3	$29K	Hold	1,000	–	–	0.01%	522
2019 Q2	$30K	Hold	1,000	–	–	0.01%	615
2019 Q1	$30K	Hold	1,000	–	–	0.01%	758
2018 Q4	$28K	Hold	1,000	–	–	0.01%	709
2018 Q3	$34K	Hold	1,000	–	–	0.01%	761
2018 Q2	$34K	Hold	1,000	–	–	0.01%	664
2018 Q1	$35K	Hold	1,000	–	–	0.01%	718
2017 Q4	$35K	Hold	1,000	–	–	0.01%	781
2017 Q3	$35K	Hold	1,000	–	–	0.01%	797
2017 Q2	$33K	Hold	1,000	–	–	0.01%	811
2017 Q1	$32K	Hold	1,000	–	–	0.01%	796
2016 Q4	$29K	Sell	1,000 -4,133	-81%	-$124K	0.01%	731
2016 Q3	$161K	Hold	5,133	–	–	0.04%	303
2016 Q2	$149K	Sell	5,133 -57	-1%	-$1.67K	0.04%	300
2016 Q1	$148K	Buy	+5,190	New	+$139K	0.05%	227
2015 Q3	–	Sell	-1,000	Closed	-$31K	–	502
2015 Q2	$31K	Hold	1,000	–	–	0.01%	532
2015 Q1	$29K	Hold	1,000	–	–	0.01%	491
2014 Q4	$27K	Hold	1,000	–	–	0.01%	457
2014 Q3	$33K	Buy	+1,000	New	+$34.5K	0.02%	375

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

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Financial Architects (New Jersey)'s GWX Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2020, closing a stake of 1,000 shares — an estimated $23K sold.

Financial Architects (New Jersey) first reported a position in GWX in Q3 2014 and held it in 21 quarters. The position peaked at $161K in Q3 2016. 168 funds tracked by Wall St. Rank hold GWX as of Q2 2020.

Financial Architects (New Jersey) reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,000 State Street SPDR S&P International Small Cap ETF shares in Q2 2020, an estimated $23K.
Financial Architects (New Jersey) first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2014 and held it in 21 quarters.
Financial Architects (New Jersey)'s State Street SPDR S&P International Small Cap ETF position peaked at $161K in Q3 2016.
168 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.