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

Janney Montgomery Scott’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
Q1 		– Sell
-9,437
Closed -$300K – 2765
2023
Q4 		$300K Sell
9,437
-6,851
-42% -$201K ﹤0.01% 2219
2023
Q3 		$475K Sell
16,288
-513
-3% -$15.7K ﹤0.01% 1796
2023
Q2 		$513K Sell
16,801
-1,421
-8% -$44K ﹤0.01% 1842
2023
Q1 		$564K Sell
18,222
-901
-5% -$27.8K ﹤0.01% 1648
2022
Q4 		$562K Buy
+19,123
New +$541K ﹤0.01% 1699
2022
Q3 		– Sell
-7,050
Closed -$207K – 2538
2022
Q2 		$207K Buy
7,050
+88
+1% +$2.82K ﹤0.01% 2131
2022
Q1 		$245K Buy
6,962
+203
+3% +$7.18K ﹤0.01% 1985
2021
Q4 		$255K Buy
6,759
+125
+2% +$4.79K ﹤0.01% 2097
2021
Q3 		$255K Buy
6,634
+47
+0.7% +$1.83K ﹤0.01% 2046
2021
Q2 		$255K Sell
6,587
-7
-0.1% -$272 ﹤0.01% 2004
2021
Q1 		$246K Sell
6,594
-726
-10% -$26.7K ﹤0.01% 1960
2020
Q4 		$259K Sell
7,320
-637
-8% -$20.7K ﹤0.01% 1973
2020
Q3 		$242K Sell
7,957
-73
-0.9% -$2.15K ﹤0.01% 1811
2020
Q2 		$220K Buy
+8,030
New +$207K ﹤0.01% 1787
2020
Q1 		– Sell
-6,719
Closed -$214K – 1969
2019
Q4 		$214K Buy
+6,719
New +$207K ﹤0.01% 1897
2019
Q3 		– Sell
-6,780
Closed -$203K – 2083
2019
Q2 		$203K Buy
+6,780
New +$205K ﹤0.01% 1897
2015
Q1 		– Sell
-8,337
Closed -$228K – 2410
2014
Q4 		$228K Buy
+8,337
New +$257K ﹤0.01% 1915

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 $4.2B AUM 18.37% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Janney Montgomery Scott's GWX Position: Q1 2024 in Review

Janney Montgomery Scott sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2024, closing a stake of 9,437 shares — an estimated $300K sold.

Janney Montgomery Scott first reported a position in GWX in Q4 2014 and held it in 17 quarters. The position peaked at $564K in Q1 2023. 214 funds tracked by Wall St. Rank hold GWX as of Q1 2024.

  • Janney Montgomery Scott reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,437 State Street SPDR S&P International Small Cap ETF shares in Q1 2024, an estimated $300K.
  • Janney Montgomery Scott first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2014 and held it in 17 quarters.
  • Janney Montgomery Scott's State Street SPDR S&P International Small Cap ETF position peaked at $564K in Q1 2023.
  • 214 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.