Lake Point Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Lake Point Wealth 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
2019 Q2	$33K	Hold	1,090	–	–	0.01%	189
2019 Q1	$33K	Sell	1,090 -23,668	-96%	-$706K	0.01%	189
2018 Q4	$691K	Buy	+24,758	New	+$760K	0.26%	68

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

Lake Point Wealth Management's GWX Position: Q2 2019 in Review

Lake Point Wealth Management held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q2 2019 at 1,090 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #189.

Lake Point Wealth Management first reported a position in GWX in Q4 2018 and has held it in 3 quarters since. The position peaked at $691K in Q4 2018. 169 funds tracked by Wall St. Rank hold GWX as of Q2 2019.

Lake Point Wealth Management held 1,090 shares of State Street SPDR S&P International Small Cap ETF worth $33K as of Q2 2019.
Lake Point Wealth Management left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q2 2019.
State Street SPDR S&P International Small Cap ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #189 holding.
Lake Point Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and has held it in 3 quarters since.
Lake Point Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $691K in Q4 2018.
169 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.