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

Prestige Wealth Management 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	–	Sell	-53	Closed	-$2K	–	1014
2021 Q3	$2K	Hold	53	–	–	﹤0.01%	793
2021 Q2	$2K	Hold	53	–	–	﹤0.01%	788
2021 Q1	$2K	Hold	53	–	–	﹤0.01%	781
2020 Q4	$2K	Hold	53	–	–	﹤0.01%	751
2020 Q3	$2K	Hold	53	–	–	﹤0.01%	679
2020 Q2	$1K	Hold	53	–	–	﹤0.01%	773
2020 Q1	$1K	Sell	53 -5,640	-99%	-$158K	﹤0.01%	753
2019 Q4	$181K	Buy	5,693 +460	+9%	+$14.2K	0.1%	122
2019 Q3	$154K	Buy	5,233 +59	+1%	+$1.73K	0.09%	125
2019 Q2	$155K	Sell	5,174 -2,426	-32%	-$73.2K	0.09%	119
2019 Q1	$230K	Buy	7,600 +468	+7%	+$14K	0.14%	106
2018 Q4	$199K	Buy	+7,132	New	+$219K	0.15%	110

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

Prestige Wealth Management Group's GWX Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2021, closing a stake of 53 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in GWX in Q4 2018 and held it in 12 quarters. The position peaked at $230K in Q1 2019. 226 funds tracked by Wall St. Rank hold GWX as of Q4 2021.

Prestige Wealth Management Group reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2021 after selling out during the quarter.
Prestige Wealth Management Group sold 53 State Street SPDR S&P International Small Cap ETF shares in Q4 2021, an estimated $2K.
Prestige Wealth Management Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and held it in 12 quarters.
Prestige Wealth Management Group's State Street SPDR S&P International Small Cap ETF position peaked at $230K in Q1 2019.
226 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.