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

WealthOne’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
2019
Q1 		– Sell
-574
Closed -$16K – 260
2018
Q4 		$16K Buy
+574
New +$17.6K 0.01% 313

Other funds holding GWX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthOne's GWX Position: Q1 2019 in Review

WealthOne sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2019, closing a stake of 574 shares — an estimated $16K sold.

WealthOne first reported a position in GWX in Q4 2018 and held it in 1 quarter. The position peaked at $16K in Q4 2018. 180 funds tracked by Wall St. Rank hold GWX as of Q1 2019.

  • WealthOne reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 574 State Street SPDR S&P International Small Cap ETF shares in Q1 2019, an estimated $16K.
  • WealthOne first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's State Street SPDR S&P International Small Cap ETF position peaked at $16K in Q4 2018.
  • 180 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.