Howe & Rusling’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Howe & Rusling’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 Q2	–	Sell	-1,336	Closed	-$41K	–	844
2019 Q1	$41K	Buy	+1,336	New	+$39.9K	0.01%	303
2018 Q3	–	Sell	-1,919	Closed	-$66K	–	876
2018 Q2	$66K	Buy	1,919 +4	+0.2%	+$142	0.01%	230
2018 Q1	$68K	Buy	+1,915	New	+$68.9K	0.01%	248

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

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

BWM

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

NAS

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

LFG

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

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

Howe & Rusling's GWX Position: Q2 2019 in Review

Howe & Rusling sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2019, closing a stake of 1,336 shares — an estimated $41K sold.

Howe & Rusling first reported a position in GWX in Q1 2018 and held it in 3 quarters. The position peaked at $68K in Q1 2018. 169 funds tracked by Wall St. Rank hold GWX as of Q2 2019.

Howe & Rusling reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2019 after selling out during the quarter.
Howe & Rusling sold 1,336 State Street SPDR S&P International Small Cap ETF shares in Q2 2019, an estimated $41K.
Howe & Rusling first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2018 and held it in 3 quarters.
Howe & Rusling's State Street SPDR S&P International Small Cap ETF position peaked at $68K in Q1 2018.
169 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2019.

Based on Howe & Rusling's 13F filing for Q2 2019, filed 12 Aug 2019.