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

Oakwell Private 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
2021 Q3	–	Sell	-6,530	Closed	-$252K	–	61
2021 Q2	$252K	Sell	6,530 -1,446	-18%	-$56.2K	0.16%	56
2021 Q1	$298K	Sell	7,976 -47	-0.6%	-$1.73K	0.21%	52
2020 Q4	$284K	Buy	+8,023	New	+$261K	0.22%	50

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Oakwell Private Wealth Management's GWX Position: Q3 2021 in Review

Oakwell Private Wealth Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2021, closing a stake of 6,530 shares — an estimated $252K sold.

Oakwell Private Wealth Management first reported a position in GWX in Q4 2020 and held it in 3 quarters. The position peaked at $298K in Q1 2021. 205 funds tracked by Wall St. Rank hold GWX as of Q3 2021.

Oakwell Private Wealth Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2021 after selling out during the quarter.
Oakwell Private Wealth Management sold 6,530 State Street SPDR S&P International Small Cap ETF shares in Q3 2021, an estimated $252K.
Oakwell Private Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2020 and held it in 3 quarters.
Oakwell Private Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $298K in Q1 2021.
205 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2021.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.