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

TrueWealth LLC’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 		$11K Sell
393
-261
-40% -$6.74K ﹤0.01% 456
2020
Q1 		$15K Buy
+654
New +$18.3K 0.01% 401

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 $58.2B AUM 22.78% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

TrueWealth LLC's GWX Position: Q2 2020 in Review

TrueWealth LLC reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 40% in Q2 2020, selling an estimated $6.74K and leaving 393 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

TrueWealth LLC first reported a position in GWX in Q1 2020 and has held it in 2 quarters since. The position peaked at $15K in Q1 2020. 168 funds tracked by Wall St. Rank hold GWX as of Q2 2020.

  • TrueWealth LLC held 393 shares of State Street SPDR S&P International Small Cap ETF worth $11K as of Q2 2020.
  • TrueWealth LLC sold 261 State Street SPDR S&P International Small Cap ETF shares in Q2 2020, an estimated $6.74K.
  • State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #456 holding.
  • TrueWealth LLC first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2020 and has held it in 2 quarters since.
  • TrueWealth LLC's State Street SPDR S&P International Small Cap ETF position peaked at $15K 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 TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.