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

Kelly Financial Services’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 Q4	–	Sell	-6,863	Closed	-$234K	–	117
2024 Q3	$234K	Sell	6,863 -246	-3%	-$8.02K	0.09%	104
2024 Q2	$226K	Buy	7,109 +350	+5%	+$11.2K	0.08%	101
2024 Q1	$220K	Sell	6,759 -887	-12%	-$27.7K	0.08%	100
2023 Q4	$243K	Sell	7,646 -98	-1%	-$2.88K	0.1%	89
2023 Q3	$226K	Buy	7,744 +718	+10%	+$21.9K	0.1%	85
2023 Q2	$214K	Buy	7,026 +543	+8%	+$16.8K	0.1%	85
2023 Q1	$201K	Buy	6,483 +1,951	+43%	+$60.2K	0.1%	80
2022 Q4	$133K	Buy	4,532 +1,958	+76%	+$55.4K	0.07%	106
2022 Q3	$67.1K	Buy	2,574 +554	+27%	+$16.2K	0.04%	134
2022 Q2	$58.4K	Buy	2,020 +692	+52%	+$22.2K	0.03%	146
2022 Q1	$46.7K	Buy	1,328 +54	+4%	+$1.91K	0.02%	184
2021 Q4	$48.1K	Buy	1,274 +265	+26%	+$10.2K	0.02%	177
2021 Q3	$38.8K	Sell	1,009 -8,269	-89%	-$323K	0.02%	191
2021 Q2	$240K	Buy	+9,278	New	+$360K	0.01%	278

Other funds holding GWX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Kelly Financial Services's GWX Position: Q4 2024 in Review

Kelly Financial Services sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2024, closing a stake of 6,863 shares — an estimated $234K sold.

Kelly Financial Services first reported a position in GWX in Q2 2021 and held it in 14 quarters. The position peaked at $243K in Q4 2023. 212 funds tracked by Wall St. Rank hold GWX as of Q4 2024.

Kelly Financial Services reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Kelly Financial Services sold 6,863 State Street SPDR S&P International Small Cap ETF shares in Q4 2024, an estimated $234K.
Kelly Financial Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2021 and held it in 14 quarters.
Kelly Financial Services's State Street SPDR S&P International Small Cap ETF position peaked at $243K in Q4 2023.
212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2024.

Based on Kelly Financial Services's 13F filing for Q4 2024, filed 14 Jan 2025.