Hoover Financial Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Hoover Financial Advisors’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	$215K	Buy	5,561 +14	+0.3%	+$544	0.04%	127
2021 Q1	$215K	Sell	5,547 -128	-2%	-$4.71K	0.04%	117
2020 Q4	$207K	Sell	5,675 -437	-7%	-$14.2K	0.05%	104
2020 Q3	$186K	Sell	6,112 -844	-12%	-$24.8K	0.06%	96
2020 Q2	$190K	Buy	+6,956	New	+$180K	0.07%	94
2020 Q1	–	Sell	-7,044	Closed	-$224K	–	90
2019 Q4	$224K	Buy	+7,044	New	+$217K	0.11%	81

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

Jane Street New York $777B AUM 61.18% 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

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

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

Hoover Financial Advisors's GWX Position: Q2 2021 in Review

Hoover Financial Advisors increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.25% in Q2 2021, buying an estimated $544 and bringing the position to 5,561 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #127.

Hoover Financial Advisors first reported a position in GWX in Q4 2019 and has held it in 6 quarters since. The position peaked at $224K in Q4 2019. 212 funds tracked by Wall St. Rank hold GWX as of Q2 2021.

Hoover Financial Advisors held 5,561 shares of State Street SPDR S&P International Small Cap ETF worth $215K as of Q2 2021.
Hoover Financial Advisors bought 14 State Street SPDR S&P International Small Cap ETF shares in Q2 2021, an estimated $544.
State Street SPDR S&P International Small Cap ETF made up 0.04% of Hoover Financial Advisors's portfolio in Q2 2021, its #127 holding.
Hoover Financial Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2019 and has held it in 6 quarters since.
Hoover Financial Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $224K in Q4 2019.
212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.