TS Financial Group (TSFG)’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

TS Financial Group (TSFG)’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	-70	Closed	-$2K	–	866
2020 Q1	$2K	Hold	70	–	–	﹤0.01%	587
2019 Q4	$2K	Hold	70	–	–	﹤0.01%	615
2019 Q3	$2K	Hold	70	–	–	﹤0.01%	634
2019 Q2	$2K	Hold	70	–	–	﹤0.01%	610
2019 Q1	$2K	Buy	+70	New	+$2.09K	﹤0.01%	582

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

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

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

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

TS Financial Group (TSFG)'s GWX Position: Q2 2020 in Review

TS Financial Group (TSFG) sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2020, closing a stake of 70 shares — an estimated $2K sold.

TS Financial Group (TSFG) first reported a position in GWX in Q1 2019 and held it in 5 quarters. The position peaked at $2K in Q1 2020. 168 funds tracked by Wall St. Rank hold GWX as of Q2 2020.

TS Financial Group (TSFG) reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2020 after selling out during the quarter.
TS Financial Group (TSFG) sold 70 State Street SPDR S&P International Small Cap ETF shares in Q2 2020, an estimated $2K.
TS Financial Group (TSFG) first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2019 and held it in 5 quarters.
TS Financial Group (TSFG)'s State Street SPDR S&P International Small Cap ETF position peaked at $2K 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 TS Financial Group (TSFG)'s 13F filing for Q2 2020, filed 7 Jul 2020.