Global Wealth Management Investment Advisory’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Global Wealth Management Investment Advisory’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
2019 Q3	–	Sell	-128	Closed	-$4K	–	678
2019 Q2	$4K	Sell	128 -161	-56%	-$4.86K	﹤0.01%	462
2019 Q1	$9K	Sell	289 -756	-72%	-$22.6K	﹤0.01%	395
2018 Q4	$29K	Buy	+1,045	New	+$32.1K	0.02%	259

Other funds holding GWX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Global Wealth Management Investment Advisory's GWX Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2019, closing a stake of 128 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in GWX in Q4 2018 and held it in 3 quarters. The position peaked at $29K in Q4 2018. 165 funds tracked by Wall St. Rank hold GWX as of Q3 2019.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2019 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 128 State Street SPDR S&P International Small Cap ETF shares in Q3 2019, an estimated $4K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and held it in 3 quarters.
Global Wealth Management Investment Advisory's State Street SPDR S&P International Small Cap ETF position peaked at $29K in Q4 2018.
165 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.