Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AI
Atria Investments’s
State Street SPDR S&P International Small Cap ETF
GWX
Stock Holding History
Atria Investments’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
Q1
$354K
Buy
8,379
+1,089
+15%
+$47.4K
﹤0.01%
1650
2025
Q4
$298K
Buy
7,290
+1,747
+32%
+$70.3K
﹤0.01%
1741
2025
Q3
$223K
Buy
+5,543
New
+$215K
﹤0.01%
1887
2020
Q2
–
Sell
-26,126
Closed
-$595K
–
643
2020
Q1
$595K
Sell
26,126
-7,472
-22%
-$209K
0.05%
314
2019
Q4
$1.07M
Buy
33,598
+5,298
+19%
+$163K
0.03%
501
2019
Q3
$832K
Buy
28,300
+511
+2%
+$15K
0.03%
475
2019
Q2
$781K
Sell
27,789
-1,719
-6%
-$51.9K
0.03%
470
2019
Q1
$895K
Buy
29,508
+3,029
+11%
+$90.4K
0.04%
388
2018
Q4
$739K
Buy
26,479
+4,564
+21%
+$140K
0.03%
384
2018
Q3
$753K
Sell
21,915
-52,801
-71%
-$1.8M
0.03%
478
2018
Q2
$2.56M
Buy
74,716
+56,623
+313%
+$2.01M
0.11%
179
2018
Q1
$640K
Sell
18,093
-33,773
-65%
-$1.22M
0.03%
458
2017
Q4
$1.84M
Buy
51,866
+27,124
+110%
+$963K
0.09%
230
2017
Q3
$866K
Buy
+24,742
New
+$846K
0.05%
343
Other funds holding GWX
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
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
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close