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

Acorn Financial Advisory 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
2026 Q2	$251K	Buy	5,735 +68	+1%	+$3.08K	0.03%	189
2026 Q1	$239K	Hold	5,667	–	–	0.03%	187
2025 Q4	$232K	Buy	5,667 +91	+2%	+$3.66K	0.03%	189
2025 Q3	$224K	Buy	+5,576	New	+$216K	0.03%	194
2024 Q4	–	Sell	-6,320	Closed	-$216K	–	210
2024 Q3	$216K	Sell	6,320 -63	-1%	-$2.05K	0.04%	193
2024 Q2	$203K	Buy	6,383 +89	+1%	+$2.85K	0.04%	197
2024 Q1	$204K	Sell	6,294 -1,914	-23%	-$59.8K	0.04%	202
2023 Q4	$261K	Buy	8,208 +92	+1%	+$2.7K	0.05%	210
2023 Q3	$236K	Hold	8,116	–	–	0.04%	220
2023 Q2	$248K	Buy	8,116 +127	+2%	+$3.93K	0.04%	217
2023 Q1	$247K	Sell	7,989 -67	-0.8%	-$2.07K	0.05%	200
2022 Q4	$237K	Buy	8,056 +103	+1%	+$2.92K	0.05%	195
2022 Q3	$207K	Hold	7,953	–	–	0.05%	205
2022 Q2	$230K	Buy	7,953 +81	+1%	+$2.6K	0.05%	194
2022 Q1	$277K	Hold	7,872	–	–	0.06%	191
2021 Q4	$297K	Sell	7,872 -95	-1%	-$3.64K	0.06%	183
2021 Q3	$307K	Sell	7,967 -77	-1%	-$3.01K	0.1%	173
2021 Q2	$311K	Buy	8,044 +48	+0.6%	+$1.86K	0.09%	192
2021 Q1	$299K	Hold	7,996	–	–	0.11%	166
2020 Q4	$283K	Buy	7,996 +700	+10%	+$22.8K	0.11%	178
2020 Q3	$222K	Sell	7,296 -2	-0%	-$59	0.12%	189
2020 Q2	$200K	Buy	+7,298	New	+$188K	0.14%	183
2020 Q1	–	Sell	-7,062	Closed	-$225K	–	166
2019 Q4	$225K	Buy	+7,062	New	+$218K	0.19%	149

Other funds holding GWX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Acorn Financial Advisory Services's GWX Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 1.2% in Q2 2026, buying an estimated $3.08K and bringing the position to 5,735 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #189.

Acorn Financial Advisory Services first reported a position in GWX in Q4 2019 and has held it in 23 quarters since. The position peaked at $311K in Q2 2021. 167 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Acorn Financial Advisory Services held 5,735 shares of State Street SPDR S&P International Small Cap ETF worth $251K as of Q2 2026.
Acorn Financial Advisory Services bought 68 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $3.08K.
State Street SPDR S&P International Small Cap ETF made up 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #189 holding.
Acorn Financial Advisory Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2019 and has held it in 23 quarters since.
Acorn Financial Advisory Services's State Street SPDR S&P International Small Cap ETF position peaked at $311K in Q2 2021.
167 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.