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

Atria Wealth Solutions’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 Q2	$225K	Sell	6,064 -625	-9%	-$21.4K	0.01%	1316
2025 Q1	$214K	Sell	6,689 -44,318	-87%	-$1.42M	﹤0.01%	1679
2024 Q4	$1.58M	Sell	51,007 -5,597	-10%	-$181K	0.02%	732
2024 Q3	$1.93M	Buy	56,604 +210	+0.4%	+$6.84K	0.02%	650
2024 Q2	$1.79M	Buy	56,394 +40,681	+259%	+$1.3M	0.02%	660
2024 Q1	$510K	Sell	15,713 -221	-1%	-$6.91K	0.01%	1252
2023 Q4	$506K	Buy	15,934 +7,635	+92%	+$224K	0.01%	1202
2023 Q3	$242K	Buy	8,299 +732	+10%	+$22.4K	﹤0.01%	1558
2023 Q2	$231K	Buy	7,567 +1,047	+16%	+$32.4K	﹤0.01%	1605
2023 Q1	$202K	Buy	+6,520	New	+$201K	﹤0.01%	1674

Other funds holding GWX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

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

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