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 Q2	$410K	Buy	9,372 +993	+12%	+$44.9K	﹤0.01%	1636
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 $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

Atria Investments's GWX Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 12% in Q2 2026, buying an estimated $44.9K and bringing the position to 9,372 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Atria Investments first reported a position in GWX in Q3 2017 and has held it in 15 quarters since. The position peaked at $2.56M in Q2 2018. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Atria Investments held 9,372 shares of State Street SPDR S&P International Small Cap ETF worth $410K as of Q2 2026.
Atria Investments bought 993 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $44.9K.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1636 holding.
Atria Investments first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2017 and has held it in 15 quarters since.
Atria Investments's State Street SPDR S&P International Small Cap ETF position peaked at $2.56M in Q2 2018.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.