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

Fernwood Investment Management’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
2024
Q2 		– Sell
-518
Closed -$16.8K – 398
2024
Q1 		$16.8K Buy
+518
New +$16.2K ﹤0.01% 474

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fernwood Investment Management's GWX Position: Q2 2024 in Review

Fernwood Investment Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2024, closing a stake of 518 shares — an estimated $16.8K sold.

Fernwood Investment Management first reported a position in GWX in Q1 2024 and held it in 1 quarter. The position peaked at $16.8K in Q1 2024. 212 funds tracked by Wall St. Rank hold GWX as of Q2 2024.

  • Fernwood Investment Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 518 State Street SPDR S&P International Small Cap ETF shares in Q2 2024, an estimated $16.8K.
  • Fernwood Investment Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's State Street SPDR S&P International Small Cap ETF position peaked at $16.8K in Q1 2024.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.