Running Point Capital Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Running Point Capital 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
2021 Q4	–	Sell	-659	Closed	-$25K	–	136
2021 Q3	$25K	Hold	659	–	–	0.01%	143
2021 Q2	$25K	Hold	659	–	–	0.01%	131
2021 Q1	$25K	Hold	659	–	–	0.01%	113
2020 Q4	$23K	Buy	+659	New	+$21.5K	0.01%	106

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

Running Point Capital Advisors's GWX Position: Q4 2021 in Review

Running Point Capital Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2021, closing a stake of 659 shares — an estimated $25K sold.

Running Point Capital Advisors first reported a position in GWX in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q3 2021. 226 funds tracked by Wall St. Rank hold GWX as of Q4 2021.

Running Point Capital Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2021 after selling out during the quarter.
Running Point Capital Advisors sold 659 State Street SPDR S&P International Small Cap ETF shares in Q4 2021, an estimated $25K.
Running Point Capital Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2020 and held it in 4 quarters.
Running Point Capital Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $25K in Q3 2021.
226 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.