Cape Investment Advisory’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Cape Investment Advisory’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	$8.31K	Buy	+190	New	+$8.59K	﹤0.01%	908
2026 Q1	–	Sell	-204	Closed	-$8.34K	–	608
2025 Q4	$8.34K	Buy	+204	New	+$8.2K	﹤0.01%	791

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

Cape Investment Advisory's GWX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026: 190 shares worth $8.31K. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GWX as recently as Q4 2025.

Cape Investment Advisory first reported a position in GWX in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.34K in Q4 2025. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Cape Investment Advisory held 190 shares of State Street SPDR S&P International Small Cap ETF worth $8.31K as of Q2 2026.
State Street SPDR S&P International Small Cap ETF was a new Cape Investment Advisory position in Q2 2026.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #908 holding.
Cape Investment Advisory first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
Cape Investment Advisory's State Street SPDR S&P International Small Cap ETF position peaked at $8.34K in Q4 2025.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.