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Financial Gravity Asset Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Financial Gravity Asset 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
2020
Q1 		– Sell
-91
Closed -$3K – 1214
2019
Q4 		$3K Buy
+91
New +$2.81K ﹤0.01% 1311

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

Financial Gravity Asset Management's GWX Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2020, closing a stake of 91 shares — an estimated $3K sold.

Financial Gravity Asset Management first reported a position in GWX in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 173 funds tracked by Wall St. Rank hold GWX as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 91 State Street SPDR S&P International Small Cap ETF shares in Q1 2020, an estimated $3K.
  • Financial Gravity Asset Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2019 and held it in 1 quarter.
  • Financial Gravity Asset Management's State Street SPDR S&P International Small Cap ETF position peaked at $3K 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 Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.