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

TD Private Client Wealth’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
2020 Q1	–	Sell	-810	Closed	-$25.8K	–	1104
2019 Q4	$25.8K	Buy	+810	New	+$25K	﹤0.01%	679

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

TD Private Client Wealth's GWX Position: Q1 2020 in Review

TD Private Client Wealth sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2020, closing a stake of 810 shares — an estimated $25.8K sold.

TD Private Client Wealth first reported a position in GWX in Q4 2019 and held it in 1 quarter. The position peaked at $25.8K in Q4 2019. 173 funds tracked by Wall St. Rank hold GWX as of Q1 2020.

TD Private Client Wealth reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2020 after selling out during the quarter.
TD Private Client Wealth sold 810 State Street SPDR S&P International Small Cap ETF shares in Q1 2020, an estimated $25.8K.
TD Private Client Wealth first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2019 and held it in 1 quarter.
TD Private Client Wealth's State Street SPDR S&P International Small Cap ETF position peaked at $25.8K in Q4 2019.
173 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2020.

Based on TD Private Client Wealth's 13F filing for Q1 2020, filed 16 Aug 2024.