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

TRUADVICE’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
2023
Q3 		– Sell
-13,363
Closed -$412K – 258
2023
Q2 		$412K Buy
13,363
+547
+4% +$16.9K 0.15% 152
2023
Q1 		$399K Buy
12,816
+1,026
+9% +$31.7K 0.16% 143
2022
Q4 		$368K Sell
11,790
-698
-6% -$19.8K 0.19% 107
2022
Q3 		$338K Buy
12,488
+412
+3% +$12.1K 0.19% 98
2022
Q2 		$372K Buy
12,076
+626
+5% +$20.1K 0.2% 98
2022
Q1 		$370K Buy
11,450
+95
+0.8% +$3.36K 0.21% 93
2021
Q4 		$404K Buy
11,355
+758
+7% +$29.1K 0.38% 77
2021
Q3 		$422K Sell
10,597
-1,786
-14% -$69.7K 0.39% 72
2021
Q2 		$477K Buy
12,383
+862
+7% +$33.5K 0.1% 175
2021
Q1 		$448K Sell
11,521
-933
-7% -$34.3K 0.13% 149
2020
Q4 		$442K Sell
12,454
-1,123
-8% -$36.6K 0.13% 152
2020
Q3 		$421K Buy
+13,577
New +$399K 0.17% 119

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

TRUADVICE's GWX Position: Q3 2023 in Review

TRUADVICE sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2023, closing a stake of 13,363 shares — an estimated $412K sold.

TRUADVICE first reported a position in GWX in Q3 2020 and held it in 12 quarters. The position peaked at $477K in Q2 2021. 207 funds tracked by Wall St. Rank hold GWX as of Q3 2023.

  • TRUADVICE reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2023 after selling out during the quarter.
  • TRUADVICE sold 13,363 State Street SPDR S&P International Small Cap ETF shares in Q3 2023, an estimated $412K.
  • TRUADVICE first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2020 and held it in 12 quarters.
  • TRUADVICE's State Street SPDR S&P International Small Cap ETF position peaked at $477K in Q2 2021.
  • 207 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.