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

Valeo 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
Q2 		– Sell
-1,125
Closed -$42K – 1052
2021
Q1 		$42K Buy
+1,125
New +$41.4K ﹤0.01% 936

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Valeo Financial Advisors's GWX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2021, closing a stake of 1,125 shares — an estimated $42K sold.

Valeo Financial Advisors first reported a position in GWX in Q1 2021 and held it in 1 quarter. The position peaked at $42K in Q1 2021. 212 funds tracked by Wall St. Rank hold GWX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,125 State Street SPDR S&P International Small Cap ETF shares in Q2 2021, an estimated $42K.
  • Valeo Financial Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $42K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.