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

Next Financial Group’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 Q4	$34K	Buy	887 +546	+160%	+$20.9K	﹤0.01%	1651
2021 Q3	$13K	Hold	341	–	–	﹤0.01%	1954
2021 Q2	$13K	Hold	341	–	–	﹤0.01%	1892
2021 Q1	$13K	Sell	341 -14	-4%	-$515	﹤0.01%	1797
2020 Q4	$13K	Hold	355	–	–	﹤0.01%	1685
2020 Q3	$11K	Buy	+355	New	+$10.4K	﹤0.01%	1598
2020 Q2	–	Sell	-580	Closed	-$13K	–	1123
2020 Q1	$13K	Buy	580 +110	+23%	+$3.08K	﹤0.01%	1431
2019 Q4	$15K	Hold	470	–	–	﹤0.01%	1620
2019 Q3	$14K	Sell	470 -17	-3%	-$498	﹤0.01%	1573
2019 Q2	$15K	Buy	+487	New	+$14.7K	﹤0.01%	1558
2019 Q1	–	Sell	-408	Closed	-$11K	–	1830
2018 Q4	$11K	Buy	+408	New	+$12.5K	﹤0.01%	1308
2017 Q3	–	Sell	-392	Closed	-$13K	–	1833
2017 Q2	$13K	Buy	+392	New	+$12.8K	﹤0.01%	1228

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Next Financial Group's GWX Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 160% in Q4 2021, buying an estimated $20.9K and bringing the position to 887 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Next Financial Group first reported a position in GWX in Q2 2017 and has held it in 12 quarters since. 226 funds tracked by Wall St. Rank hold GWX as of Q4 2021.

Next Financial Group held 887 shares of State Street SPDR S&P International Small Cap ETF worth $34K as of Q4 2021.
Next Financial Group bought 546 State Street SPDR S&P International Small Cap ETF shares in Q4 2021, an estimated $20.9K.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1651 holding.
Next Financial Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2017 and has held it in 12 quarters since.
226 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.