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GPS Wealth Strategies Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

GPS Wealth Strategies Group’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,473
Closed -$136K – 1260
2023
Q3 		$136K Hold
5,473
– – 0.03% 296
2023
Q2 		$143K Hold
5,473
– – 0.03% 292
2023
Q1 		$141K Buy
+5,473
New +$139K 0.03% 284

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

GPS Wealth Strategies Group's CWI Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2023, closing a stake of 5,473 shares — an estimated $136K sold.

GPS Wealth Strategies Group first reported a position in CWI in Q1 2023 and held it in 3 quarters. The position peaked at $143K in Q2 2023. 205 funds tracked by Wall St. Rank hold CWI as of Q4 2023.

  • GPS Wealth Strategies Group reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 5,473 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2023, an estimated $136K.
  • GPS Wealth Strategies Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2023 and held it in 3 quarters.
  • GPS Wealth Strategies Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $143K in Q2 2023.
  • 205 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.