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BW
BIP Wealth’s
State Street SPDR S&P International Small Cap ETF
GWX
Stock Holding History
BIP Wealth’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
$4.21M
Sell
99,648
-16,498
-14%
-$718K
0.17%
88
2025
Q4
$4.75M
Buy
116,146
+148
+0.1%
+$5.95K
0.17%
88
2025
Q3
$4.66M
Buy
115,998
+1,783
+2%
+$69K
0.23%
60
2025
Q2
$4.25M
Buy
114,215
+1,327
+1%
+$45.5K
0.26%
50
2025
Q1
$3.61M
Buy
112,888
+3,502
+3%
+$112K
0.24%
49
2024
Q4
$3.39M
Buy
109,386
+8,793
+9%
+$284K
0.23%
52
2024
Q3
$3.43M
Buy
100,593
+9,197
+10%
+$300K
0.23%
47
2024
Q2
$2.9M
Sell
91,396
-2,868
-3%
-$92K
0.24%
47
2024
Q1
$3.06M
Buy
94,264
+1,880
+2%
+$58.8K
0.22%
48
2023
Q4
$2.93M
Buy
92,384
+9,541
+12%
+$280K
0.23%
47
2023
Q3
$2.41M
Buy
82,843
+5,006
+6%
+$153K
0.22%
48
2023
Q2
$2.37M
Buy
77,837
+6,737
+9%
+$209K
0.19%
52
2023
Q1
$2.2M
Buy
+71,100
New
+$2.19M
0.24%
56
Other funds holding GWX
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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