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

Axxcess Wealth Management’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 		$476K Buy
+10,878
New +$492K 0.01% 732
2026
Q1 		– Sell
-17,233
Closed -$704K – 648
2025
Q4 		$704K Buy
17,233
+3,012
+21% +$121K 0.01% 595
2025
Q3 		$571K Sell
14,221
-2,041
-13% -$79K 0.01% 587
2025
Q2 		$605K Sell
16,262
-2,108
-11% -$72.3K 0.01% 541
2025
Q1 		$587K Sell
18,370
-1,129
-6% -$36.2K 0.02% 512
2024
Q4 		$604K Sell
19,499
-460
-2% -$14.8K 0.01% 501
2024
Q3 		$681K Sell
19,959
-2,650
-12% -$86.3K 0.02% 485
2024
Q2 		$718K Buy
22,609
+373
+2% +$12K 0.02% 445
2024
Q1 		$722K Buy
22,236
+5,880
+36% +$184K 0.02% 448
2023
Q4 		$519K Buy
16,356
+738
+5% +$21.7K 0.02% 505
2023
Q3 		$455K Buy
15,618
+1,242
+9% +$37.9K 0.02% 493
2023
Q2 		$439K Buy
14,376
+1,486
+12% +$46K 0.03% 378
2023
Q1 		$399K Buy
12,890
+2,465
+24% +$76K 0.03% 421
2022
Q4 		$307K Buy
10,425
+1,559
+18% +$44.1K 0.03% 441
2022
Q3 		$231K Buy
+8,866
New +$260K 0.02% 464
2022
Q2 		– Sell
-6,265
Closed -$220K – 591
2022
Q1 		$220K Sell
6,265
-4
-0.1% -$141 0.02% 555
2021
Q4 		$237K Buy
+6,269
New +$240K 0.02% 541

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Axxcess Wealth Management's GWX Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026: 10,878 shares worth $476K. The stake represents 0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in GWX as recently as Q4 2025.

Axxcess Wealth Management first reported a position in GWX in Q4 2021 and has held it in 17 quarters since. The position peaked at $722K in Q1 2024. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • Axxcess Wealth Management held 10,878 shares of State Street SPDR S&P International Small Cap ETF worth $476K as of Q2 2026.
  • State Street SPDR S&P International Small Cap ETF was a new Axxcess Wealth Management position in Q2 2026.
  • State Street SPDR S&P International Small Cap ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #732 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Axxcess Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $722K in Q1 2024.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.