AllSquare Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$18.7K	Hold	465	–	–	0.01%	329
2025 Q2	$17.3K	Hold	465	–	–	0.01%	330
2025 Q1	$14.9K	Hold	465	–	–	0.01%	339
2024 Q4	$14.4K	Hold	465	–	–	0.01%	341
2024 Q3	$15.9K	Hold	465	–	–	0.01%	334
2024 Q2	$14.8K	Hold	465	–	–	0.01%	336
2024 Q1	$15.1K	Hold	465	–	–	0.01%	340
2023 Q4	$14.8K	Hold	465	–	–	0.01%	333
2023 Q3	$13.6K	Hold	465	–	–	0.01%	340
2023 Q2	$14.1K	Hold	465	–	–	0.01%	342
2023 Q1	$14.4K	Hold	465	–	–	0.01%	333
2022 Q4	$13.7K	Hold	465	–	–	0.01%	326
2022 Q3	$12K	Hold	465	–	–	0.01%	334
2022 Q2	$13K	Hold	465	–	–	0.01%	337
2022 Q1	$16K	Hold	465	–	–	0.01%	335
2021 Q4	$18K	Hold	465	–	–	0.01%	333
2021 Q3	$18K	Hold	465	–	–	0.01%	314
2021 Q2	$18K	Hold	465	–	–	0.01%	330
2021 Q1	$17K	Hold	465	–	–	0.01%	326
2020 Q4	$16K	Hold	465	–	–	0.01%	304
2020 Q3	$14K	Hold	465	–	–	0.01%	301
2020 Q2	$13K	Buy	465 +130	+39%	+$3.36K	0.01%	303
2020 Q1	$8K	Hold	335	–	–	0.01%	331
2019 Q4	$11K	Hold	335	–	–	0.01%	318
2019 Q3	$10K	Hold	335	–	–	0.01%	321
2019 Q2	$10K	Hold	335	–	–	0.01%	335
2019 Q1	$10K	Hold	335	–	–	0.01%	327
2018 Q4	$9K	Hold	335	–	–	0.01%	325
2018 Q3	$12K	Hold	335	–	–	0.01%	323
2018 Q2	$11K	Hold	335	–	–	0.01%	328
2018 Q1	$12K	Sell	335 -165	-33%	-$5.94K	0.01%	265
2017 Q4	$18K	Hold	500	–	–	0.01%	243
2017 Q3	$18K	Hold	500	–	–	0.01%	231
2017 Q2	$17K	Hold	500	–	–	0.02%	119
2017 Q1	$16K	Hold	500	–	–	0.01%	230
2016 Q4	$14K	Hold	500	–	–	0.01%	212
2016 Q3	$16K	Hold	500	–	–	0.02%	191
2016 Q2	$15K	Hold	500	–	–	0.01%	188
2016 Q1	$14K	Hold	500	–	–	0.01%	195
2015 Q4	$14K	Hold	500	–	–	0.01%	194
2015 Q3	$14K	Hold	500	–	–	0.01%	196
2015 Q2	$15K	Sell	500 -735	-60%	-$22.6K	0.01%	197
2015 Q1	$36K	Hold	1,235	–	–	0.03%	140
2014 Q4	$34K	Buy	+1,235	New	+$38.1K	0.03%	145

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

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

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

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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllSquare Wealth Management's GWX Position: Q3 2025 in Review

AllSquare Wealth Management held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q3 2025 at 465 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #329.

AllSquare Wealth Management first reported a position in GWX in Q4 2014 and has held it in 44 quarters since. The position peaked at $36K in Q1 2015. 231 funds tracked by Wall St. Rank hold GWX as of Q3 2025.

AllSquare Wealth Management held 465 shares of State Street SPDR S&P International Small Cap ETF worth $18.7K as of Q3 2025.
AllSquare Wealth Management left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q3 2025.
State Street SPDR S&P International Small Cap ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #329 holding.
AllSquare Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2014 and has held it in 44 quarters since.
AllSquare Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $36K in Q1 2015.
231 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.