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

Professional 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
2022
Q4 		– Sell
-2,079
Closed -$54K – 234
2022
Q3 		$54K Hold
2,079
– – 0.03% 134
2022
Q2 		$60K Buy
2,079
+950
+84% +$30.5K 0.03% 134
2022
Q1 		$40K Sell
1,129
-69
-6% -$2.44K 0.02% 158
2021
Q4 		$45K Buy
1,198
+41
+4% +$1.57K 0.02% 177
2021
Q3 		$45K Buy
1,157
+57
+5% +$2.23K 0.03% 145
2021
Q2 		$43K Buy
1,100
+10
+0.9% +$389 0.02% 153
2021
Q1 		$41K Buy
1,090
+21
+2% +$772 0.03% 140
2020
Q4 		$38K Buy
1,069
+373
+54% +$12.1K 0.03% 140
2020
Q3 		$21K Buy
+696
New +$20.5K 0.02% 163

Other funds holding GWX

State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return