Betterment LLC’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Betterment LLC’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	$579K	Buy	13,229 +2,278	+21%	+$103K	﹤0.01%	446
2026 Q1	$462K	Buy	10,951 +164	+2%	+$7.14K	﹤0.01%	457
2025 Q4	$441K	Buy	10,787 +884	+9%	+$35.5K	﹤0.01%	433
2025 Q3	$398K	Buy	9,903 +987	+11%	+$38.2K	﹤0.01%	419
2025 Q2	$331K	Sell	8,916 -3,819	-30%	-$131K	﹤0.01%	419
2025 Q1	$407K	Buy	12,735 +2,095	+20%	+$67.1K	﹤0.01%	362
2024 Q4	$330K	Buy	10,640 +1,744	+20%	+$56.3K	﹤0.01%	370
2024 Q3	$304K	Buy	8,896 +804	+10%	+$26.2K	﹤0.01%	365
2024 Q2	$257K	Buy	8,092 +1,308	+19%	+$42K	﹤0.01%	359
2024 Q1	$220K	Buy	+6,784	New	+$212K	﹤0.01%	347

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

Betterment LLC's GWX Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 21% in Q2 2026, buying an estimated $103K and bringing the position to 13,229 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Betterment LLC first reported a position in GWX in Q1 2024 and has held it in 10 quarters since. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Betterment LLC held 13,229 shares of State Street SPDR S&P International Small Cap ETF worth $579K as of Q2 2026.
Betterment LLC bought 2,278 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $103K.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #446 holding.
Betterment LLC first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.