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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Apella Capital's GWX Position: Q2 2026 in Review

Apella Capital reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 20% in Q2 2026, selling an estimated $56.1K and leaving 5,089 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Apella Capital first reported a position in GWX in Q2 2021 and has held it in 18 quarters since. The position peaked at $705K in Q3 2021. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Apella Capital held 5,089 shares of State Street SPDR S&P International Small Cap ETF worth $222K as of Q2 2026.
Apella Capital sold 1,241 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $56.1K.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #649 holding.
Apella Capital first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2021 and has held it in 18 quarters since.
Apella Capital's State Street SPDR S&P International Small Cap ETF position peaked at $705K in Q3 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.