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

Capital Investment Management’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 		$2.67M Buy
61,018
+879
+1% +$39.8K 0.82% 27
2026
Q1 		$2.54M Sell
60,139
-9,790
-14% -$426K 0.87% 26
2025
Q4 		$2.86M Buy
+69,929
New +$2.81M 1% 22

Other funds holding GWX

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Capital Investment Management's GWX Position: Q2 2026 in Review

Capital Investment Management increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 1.5% in Q2 2026, buying an estimated $39.8K and bringing the position to 61,018 shares worth $2.67M. The position accounts for 0.82% of the portfolio, ranked #27.

Capital Investment Management first reported a position in GWX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.86M in Q4 2025. 74 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • Capital Investment Management held 61,018 shares of State Street SPDR S&P International Small Cap ETF worth $2.67M as of Q2 2026.
  • Capital Investment Management bought 879 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $39.8K.
  • State Street SPDR S&P International Small Cap ETF made up 0.82% of Capital Investment Management's portfolio in Q2 2026, its #27 holding.
  • Capital Investment Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Management's State Street SPDR S&P International Small Cap ETF position peaked at $2.86M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.