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Advisor OS’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Advisor OS’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 		$711K Buy
+16,258
New +$735K 0.05% 249
2026
Q1 		– Sell
-18,496
Closed -$756K – 599
2025
Q4 		$756K Buy
18,496
+483
+3% +$19.4K 0.06% 203
2025
Q3 		$724K Buy
18,013
+15
+0.1% +$581 0.06% 198
2025
Q2 		$669K Buy
+17,998
New +$617K 0.07% 206
2025
Q1 		– Sell
-19,216
Closed -$595K – 442
2024
Q4 		$595K Buy
19,216
+28
+0.1% +$904 0.07% 195
2024
Q3 		$655K Buy
19,188
+47
+0.2% +$1.53K 0.07% 217
2024
Q2 		$608K Sell
19,141
-276
-1% -$8.85K 0.07% 221
2024
Q1 		$631K Sell
19,417
-78
-0.4% -$2.44K 0.07% 209
2023
Q4 		$619K Sell
19,495
-2,380
-11% -$69.8K 0.08% 188
2023
Q3 		$637K Buy
21,875
+67
+0.3% +$2.05K 0.1% 174
2023
Q2 		$665K Sell
21,808
-1,576
-7% -$48.8K 0.11% 175
2023
Q1 		$724K Buy
+23,384
New +$721K 0.17% 137
2022
Q2 		– Sell
-24,168
Closed -$850K – 205
2022
Q1 		$850K Sell
24,168
-50
-0.2% -$1.77K 0.25% 98
2021
Q4 		$915K Buy
24,218
+719
+3% +$27.6K 0.19% 119
2021
Q3 		$904K Buy
23,499
+180
+0.8% +$7.03K 0.2% 97
2021
Q2 		$902K Sell
23,319
-228
-1% -$8.86K 0.19% 95
2021
Q1 		$880K Buy
+23,547
New +$866K 0.2% 87
2020
Q3 		– Sell
-23,129
Closed -$633K – 120
2020
Q2 		$633K Buy
+23,129
New +$597K 0.38% 56

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisor OS's GWX Position: Q2 2026 in Review

Advisor OS opened a new position in State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026: 16,258 shares worth $711K. The stake represents 0.05% of the portfolio and ranks #249 among its holdings. This is a return to the name: Advisor OS previously reported a position in GWX as recently as Q4 2025.

Advisor OS first reported a position in GWX in Q2 2020 and has held it in 18 quarters since. The position peaked at $915K in Q4 2021. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • Advisor OS held 16,258 shares of State Street SPDR S&P International Small Cap ETF worth $711K as of Q2 2026.
  • State Street SPDR S&P International Small Cap ETF was a new Advisor OS position in Q2 2026.
  • State Street SPDR S&P International Small Cap ETF made up 0.05% of Advisor OS's portfolio in Q2 2026, its #249 holding.
  • Advisor OS first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2020 and has held it in 18 quarters since.
  • Advisor OS's State Street SPDR S&P International Small Cap ETF position peaked at $915K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.