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True Link Financial Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

True Link Financial 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
Q1 		– Sell
-2,929
Closed -$104K – 699
2020
Q4 		$104K Buy
+2,929
New +$95.4K 0.02% 408

Other funds holding GWX

State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

True Link Financial Advisors's GWX Position: Q1 2021 in Review

True Link Financial Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2021, closing a stake of 2,929 shares — an estimated $104K sold.

True Link Financial Advisors first reported a position in GWX in Q4 2020 and held it in 1 quarter. The position peaked at $104K in Q4 2020. 208 funds tracked by Wall St. Rank hold GWX as of Q1 2021.

  • True Link Financial Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 2,929 State Street SPDR S&P International Small Cap ETF shares in Q1 2021, an estimated $104K.
  • True Link Financial Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2020 and held it in 1 quarter.
  • True Link Financial Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $104K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2021.

Based on True Link Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.