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Wealthspire Advisors (Maryland)’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,950
Closed -$59K – 1092
2019
Q1 		$59K Hold
1,950
– – ﹤0.01% 838
2018
Q4 		$54K Hold
1,950
– – ﹤0.01% 829
2018
Q3 		$67K Hold
1,950
– – 0.01% 853
2018
Q2 		$67K Hold
1,950
– – 0.01% 871
2018
Q1 		$69K Hold
1,950
– – 0.01% 866
2017
Q4 		$69K Hold
1,950
– – 0.01% 873
2017
Q3 		$68K Hold
1,950
– – 0.01% 859
2017
Q2 		$65K Hold
1,950
– – 0.01% 848
2017
Q1 		$61K Hold
1,950
– – 0.01% 750
2016
Q4 		$57K Hold
1,950
– – 0.01% 734
2016
Q3 		$61K Hold
1,950
– – 0.01% 722
2016
Q2 		$57K Hold
1,950
– – 0.01% 705
2016
Q1 		$56K Hold
1,950
– – 0.01% 677
2015
Q4 		$55K Buy
+1,950
New +$56.1K 0.01% 690

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PC
Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $3.13B AUM 22.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GWX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2019, closing a stake of 1,950 shares — an estimated $59K sold.

Wealthspire Advisors (Maryland) first reported a position in GWX in Q4 2015 and held it in 14 quarters. The position peaked at $69K in Q1 2018. 169 funds tracked by Wall St. Rank hold GWX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,950 State Street SPDR S&P International Small Cap ETF shares in Q2 2019, an estimated $59K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR S&P International Small Cap ETF position peaked at $69K in Q1 2018.
  • 169 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.