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

Reston 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
2024 Q4	–	Sell	-600	Closed	-$20.5K	–	209
2024 Q3	$20.5K	Buy	+600	New	+$19.6K	0.01%	194

Other funds holding GWX

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Reston Wealth Management's GWX Position: Q4 2024 in Review

Reston Wealth Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2024, closing a stake of 600 shares — an estimated $20.5K sold.

Reston Wealth Management first reported a position in GWX in Q3 2024 and held it in 1 quarter. The position peaked at $20.5K in Q3 2024. 212 funds tracked by Wall St. Rank hold GWX as of Q4 2024.

Reston Wealth Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 600 State Street SPDR S&P International Small Cap ETF shares in Q4 2024, an estimated $20.5K.
Reston Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2024 and held it in 1 quarter.
Reston Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $20.5K in Q3 2024.
212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.