United Capital Financial Advisors’s SPDR S&P International Small Cap ETF GWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Hold |
13,723
| – | – | ﹤0.01% | 763 |
|
|
2025
Q1 | $439K | Hold |
13,723
| – | – | ﹤0.01% | 777 |
|
|
2024
Q4 | $425K | Hold |
13,723
| – | – | ﹤0.01% | 770 |
|
|
2024
Q3 | $468K | Sell |
13,723
-544
| -4% | -$18.6K | ﹤0.01% | 744 |
|
|
2024
Q2 | $453K | Sell |
14,267
-600
| -4% | -$19K | ﹤0.01% | 726 |
|
|
2024
Q1 | $483K | Sell |
14,867
-900
| -6% | -$29.2K | ﹤0.01% | 739 |
|
|
2023
Q4 | $501K | Sell |
15,767
-2,719
| -15% | -$86.4K | ﹤0.01% | 723 |
|
|
2023
Q3 | $539K | Hold |
18,486
| – | – | ﹤0.01% | 631 |
|
|
2023
Q2 | $564K | Sell |
18,486
-934
| -5% | -$28.5K | ﹤0.01% | 664 |
|
|
2023
Q1 | $601K | Buy |
19,420
+3,652
| +23% | +$113K | ﹤0.01% | 688 |
|
|
2022
Q4 | $464K | Sell |
15,768
-1,077
| -6% | -$31.7K | ﹤0.01% | 775 |
|
|
2022
Q3 | $439K | Sell |
16,845
-470
| -3% | -$12.2K | ﹤0.01% | 790 |
|
|
2022
Q2 | $501K | Sell |
17,315
-500
| -3% | -$14.5K | ﹤0.01% | 797 |
|
|
2022
Q1 | $626K | Hold |
17,815
| – | – | ﹤0.01% | 782 |
|
|
2021
Q4 | $673K | Hold |
17,815
| – | – | ﹤0.01% | 781 |
|
|
2021
Q3 | $686K | Hold |
17,815
| – | – | ﹤0.01% | 775 |
|
|
2021
Q2 | $689K | Hold |
17,815
| – | – | ﹤0.01% | 785 |
|
|
2021
Q1 | $666K | Sell |
17,815
-172
| -1% | -$6.43K | ﹤0.01% | 767 |
|
|
2020
Q4 | $637K | Sell |
17,987
-7,903
| -31% | -$280K | ﹤0.01% | 784 |
|
|
2020
Q3 | $786K | Sell |
25,890
-872
| -3% | -$26.5K | 0.01% | 718 |
|
|
2020
Q2 | $732K | Sell |
26,762
-937
| -3% | -$25.6K | 0.01% | 744 |
|
|
2020
Q1 | $631K | Sell |
27,699
-2,987
| -10% | -$68K | 0.01% | 736 |
|
|
2019
Q4 | $978K | Sell |
30,686
-761
| -2% | -$24.3K | 0.01% | 787 |
|
|
2019
Q3 | $924K | Sell |
31,447
-2,786
| -8% | -$81.9K | 0.01% | 765 |
|
|
2019
Q2 | $1.03M | Sell |
34,233
-3,254
| -9% | -$97.4K | 0.01% | 796 |
|
|
2019
Q1 | $1.14M | Sell |
37,487
-7,691
| -17% | -$233K | 0.01% | 736 |
|
|
2018
Q4 | $1.26M | Buy |
45,178
+16,608
| +58% | +$464K | 0.01% | 653 |
|
|
2018
Q3 | $982K | Sell |
28,570
-39
| -0.1% | -$1.34K | 0.01% | 787 |
|
|
2018
Q2 | $982K | Sell |
28,609
-1,120
| -4% | -$38.4K | 0.01% | 771 |
|
|
2018
Q1 | $1.05M | Sell |
29,729
-680
| -2% | -$24.1K | 0.01% | 766 |
|
|
2017
Q4 | $1.08M | Sell |
30,409
-3,719
| -11% | -$132K | 0.01% | 762 |
|
|
2017
Q3 | $1.2M | Sell |
34,128
-1,813
| -5% | -$63.5K | 0.01% | 724 |
|
|
2017
Q2 | $1.2M | Sell |
35,941
-1,152
| -3% | -$38.4K | 0.01% | 715 |
|
|
2017
Q1 | $1.17M | Sell |
37,093
-4,349
| -10% | -$137K | 0.01% | 705 |
|
|
2016
Q4 | $1.2M | Sell |
41,442
-20,265
| -33% | -$588K | 0.01% | 695 |
|
|
2016
Q3 | $1.94M | Sell |
61,707
-10,661
| -15% | -$334K | 0.02% | 598 |
|
|
2016
Q2 | $2.1M | Sell |
72,368
-10,011
| -12% | -$290K | 0.02% | 539 |
|
|
2016
Q1 | $2.35M | Sell |
82,379
-7,745
| -9% | -$221K | 0.03% | 494 |
|
|
2015
Q4 | $2.54M | Buy |
90,124
+3,324
| +4% | +$93.8K | 0.03% | 502 |
|
|
2015
Q3 | $2.39M | Sell |
86,800
-2,649
| -3% | -$72.9K | 0.03% | 494 |
|
|
2015
Q2 | $2.73M | Sell |
89,449
-6,990
| -7% | -$213K | 0.03% | 507 |
|
|
2015
Q1 | $2.95M | Buy |
96,439
+79,375
| +465% | +$2.43M | 0.04% | 467 |
|
|
2014
Q4 | $466K | Hold |
17,064
| – | – | 0.01% | 846 |
|
|
2014
Q3 | $558K | Buy |
17,064
+47
| +0.3% | +$1.54K | 0.01% | 761 |
|
|
2014
Q2 | $600K | Sell |
17,017
-33
| -0.2% | -$1.16K | 0.01% | 656 |
|
|
2014
Q1 | $578K | Buy |
17,050
+33
| +0.2% | +$1.12K | 0.01% | 610 |
|
|
2013
Q4 | $571K | Sell |
17,017
-33
| -0.2% | -$1.11K | 0.02% | 414 |
|
|
2013
Q3 | $557K | Hold |
17,050
| – | – | 0.02% | 423 |
|
|
2013
Q2 | $492K | Buy |
+17,050
| New | +$492K | 0.01% | 506 |
|