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tru Independence’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

tru Independence’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
Q2 		– Sell
-293
Closed -$9K – 895
2020
Q1 		$9K Buy
293
+93
+47% +$2.61K ﹤0.01% 446
2019
Q4 		$5K Buy
+200
New +$6.17K ﹤0.01% 673

Other funds holding GWX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

tru Independence's GWX Position: Q2 2020 in Review

tru Independence sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2020, closing a stake of 293 shares — an estimated $9K sold.

tru Independence first reported a position in GWX in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q1 2020. 168 funds tracked by Wall St. Rank hold GWX as of Q2 2020.

  • tru Independence reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2020 after selling out during the quarter.
  • tru Independence sold 293 State Street SPDR S&P International Small Cap ETF shares in Q2 2020, an estimated $9K.
  • tru Independence first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's State Street SPDR S&P International Small Cap ETF position peaked at $9K in Q1 2020.
  • 168 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2020.

Based on tru Independence's 13F filing for Q2 2020, filed 19 Aug 2020.