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

Balboa Wealth Partners’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 		$255K Sell
6,039
-361
-6% -$15.7K 0.04% 343
2025
Q4 		$262K Buy
6,400
+149
+2% +$5.99K 0.04% 320
2025
Q3 		$251K Sell
6,251
-249
-4% -$9.64K 0.04% 310
2025
Q2 		$242K Sell
6,500
-616
-9% -$21.1K 0.05% 292
2025
Q1 		$227K Sell
7,116
-123
-2% -$3.94K 0.05% 241
2024
Q4 		$224K Buy
7,239
+374
+5% +$12.1K 0.05% 258
2024
Q3 		$234K Sell
6,865
-74
-1% -$2.41K 0.06% 239
2024
Q2 		$220K Buy
6,939
+228
+3% +$7.31K 0.06% 239
2024
Q1 		$218K Buy
6,711
+371
+6% +$11.6K 0.07% 215
2023
Q4 		$201K Buy
+6,340
New +$186K 0.07% 214

Other funds holding GWX

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return