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

New England Capital 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
2023
Q2 		– Sell
-188
Closed -$5.82K – 412
2023
Q1 		$5.82K Hold
188
– – ﹤0.01% 282
2022
Q4 		$5.92K Buy
+188
New +$5.32K ﹤0.01% 282

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

New England Capital Financial Advisors's GWX Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2023, closing a stake of 188 shares — an estimated $5.82K sold.

New England Capital Financial Advisors first reported a position in GWX in Q4 2022 and held it in 2 quarters. The position peaked at $5.92K in Q4 2022. 212 funds tracked by Wall St. Rank hold GWX as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 188 State Street SPDR S&P International Small Cap ETF shares in Q2 2023, an estimated $5.82K.
  • New England Capital Financial Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $5.92K in Q4 2022.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.