W
GWX icon

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

Wealthfront’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
2015
Q3 		– Sell
-18
Closed -$1K – 1328
2015
Q2 		$1K Buy
+18
New +$553 ﹤0.01% 1241

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

Wealthfront's GWX Position: Q3 2015 in Review

Wealthfront sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2015, closing a stake of 18 shares — an estimated $1K sold.

Wealthfront first reported a position in GWX in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 88 funds tracked by Wall St. Rank hold GWX as of Q3 2015.

  • Wealthfront reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 18 State Street SPDR S&P International Small Cap ETF shares in Q3 2015, an estimated $1K.
  • Wealthfront first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2015 and held it in 1 quarter.
  • Wealthfront's State Street SPDR S&P International Small Cap ETF position peaked at $1K in Q2 2015.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.