AC
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Apella Capital’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Apella Capital’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 		$222K Sell
5,089
-1,241
-20% -$56.1K ﹤0.01% 649
2026
Q1 		$291K Sell
6,330
-143
-2% -$6.22K ﹤0.01% 561
2025
Q4 		$265K Buy
6,473
+2
+0% +$80 0.01% 468
2025
Q3 		$260K Sell
6,471
-6
-0.1% -$232 0.01% 417
2025
Q2 		$239K Buy
+6,477
New +$222K 0.01% 388
2025
Q1 		– Sell
-6,665
Closed -$207K – 390
2024
Q4 		$207K Buy
6,665
+33
+0.5% +$1.06K 0.01% 334
2024
Q3 		$223K Sell
6,632
-12
-0.2% -$391 0.01% 304
2024
Q2 		$213K Sell
6,644
-184
-3% -$5.9K 0.01% 293
2024
Q1 		$221K Hold
6,828
– – 0.01% 277
2023
Q4 		$212K Buy
+6,828
New +$200K 0.01% 274
2023
Q3 		– Sell
-6,830
Closed -$208K – 261
2023
Q2 		$208K Buy
+6,830
New +$211K 0.01% 243
2022
Q4 		$215K Sell
7,317
-637
-8% -$18K 0.02% 219
2022
Q3 		$207K Sell
7,954
-6
-0.1% -$176 0.02% 202
2022
Q2 		$230K Sell
7,960
-1,264
-14% -$40.6K 0.03% 197
2022
Q1 		$324K Sell
9,224
-305
-3% -$10.8K 0.05% 162
2021
Q4 		$360K Sell
9,529
-8,791
-48% -$337K 0.05% 149
2021
Q3 		$705K Buy
18,320
+1,761
+11% +$68.8K 0.1% 109
2021
Q2 		$640K Buy
+16,559
New +$643K 0.11% 122

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APC
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PWG
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Wealth Enhancement Advisory Services
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ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return