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 Q2	$4.7M	Buy	107,412 +7,764	+8%	+$351K	0.13%	119
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 $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

BIP Wealth's GWX Position: Q2 2026 in Review

BIP Wealth increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 7.8% in Q2 2026, buying an estimated $351K and bringing the position to 107,412 shares worth $4.7M. The position accounts for 0.13% of the portfolio, ranked #119.

BIP Wealth first reported a position in GWX in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.75M in Q4 2025. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

BIP Wealth held 107,412 shares of State Street SPDR S&P International Small Cap ETF worth $4.7M as of Q2 2026.
BIP Wealth bought 7,764 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $351K.
State Street SPDR S&P International Small Cap ETF made up 0.13% of BIP Wealth's portfolio in Q2 2026, its #119 holding.
BIP Wealth first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
BIP Wealth's State Street SPDR S&P International Small Cap ETF position peaked at $4.75M in Q4 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.