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 Q2	–	Sell	-6,039	Closed	-$255K	–	486
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	0.06%	215
2023 Q4	$201K	Buy	+6,340	New	+$186K	0.07%	214

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

Balboa Wealth Partners's GWX Position: Q2 2026 in Review

Balboa Wealth Partners sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026, closing a stake of 6,039 shares — an estimated $255K sold.

Balboa Wealth Partners first reported a position in GWX in Q4 2023 and held it in 10 quarters. The position peaked at $262K in Q4 2025. 266 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Balboa Wealth Partners reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Balboa Wealth Partners sold 6,039 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $255K.
Balboa Wealth Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2023 and held it in 10 quarters.
Balboa Wealth Partners's State Street SPDR S&P International Small Cap ETF position peaked at $262K in Q4 2025.
266 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.