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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Atria Wealth Solutions's GWX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 9.3% in Q2 2025, selling an estimated $21.4K and leaving 6,064 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #1316.

Atria Wealth Solutions first reported a position in GWX in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.93M in Q3 2024. 221 funds tracked by Wall St. Rank hold GWX as of Q2 2025.

Atria Wealth Solutions held 6,064 shares of State Street SPDR S&P International Small Cap ETF worth $225K as of Q2 2025.
Atria Wealth Solutions sold 625 State Street SPDR S&P International Small Cap ETF shares in Q2 2025, an estimated $21.4K.
State Street SPDR S&P International Small Cap ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1316 holding.
Atria Wealth Solutions first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's State Street SPDR S&P International Small Cap ETF position peaked at $1.93M in Q3 2024.
221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.