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

Rothschild Investment LLC’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
Q3 		– Sell
-77
Closed -$2.45K – 2935
2024
Q2 		$2.45K Buy
+77
New +$2.47K ﹤0.01% 1334

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Rothschild Investment LLC's GWX Position: Q3 2024 in Review

Rothschild Investment LLC sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2024, closing a stake of 77 shares — an estimated $2.45K sold.

Rothschild Investment LLC first reported a position in GWX in Q2 2024 and held it in 1 quarter. The position peaked at $2.45K in Q2 2024. 219 funds tracked by Wall St. Rank hold GWX as of Q3 2024.

  • Rothschild Investment LLC reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 77 State Street SPDR S&P International Small Cap ETF shares in Q3 2024, an estimated $2.45K.
  • Rothschild Investment LLC first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2024 and held it in 1 quarter.
  • Rothschild Investment LLC's State Street SPDR S&P International Small Cap ETF position peaked at $2.45K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2024.

Based on Rothschild Investment LLC's 13F filing for Q3 2024, filed 18 Oct 2024.