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Next Capital Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Next Capital 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
Q4 		– Sell
-30
Closed -$1K – 135
2019
Q3 		$1K Hold
30
– – ﹤0.01% 253
2019
Q2 		$1K Hold
30
– – ﹤0.01% 797
2019
Q1 		$1K Hold
30
– – ﹤0.01% 247
2018
Q4 		$1K Buy
+30
New +$921 ﹤0.01% 226

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Next Capital Management's GWX Position: Q4 2019 in Review

Next Capital Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2019, closing a stake of 30 shares — an estimated $1K sold.

Next Capital Management first reported a position in GWX in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 190 funds tracked by Wall St. Rank hold GWX as of Q4 2019.

  • Next Capital Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Next Capital Management sold 30 State Street SPDR S&P International Small Cap ETF shares in Q4 2019, an estimated $1K.
  • Next Capital Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and held it in 4 quarters.
  • Next Capital Management's State Street SPDR S&P International Small Cap ETF position peaked at $1K in Q3 2019.
  • 190 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2019.

Based on Next Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.