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

Cerity Partners’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 		$14.8M Buy
338,835
+474
+0.1% +$21.4K 0.02% 582
2026
Q1 		$14.3M Buy
338,361
+161,099
+91% +$7.01M 0.02% 550
2025
Q4 		$7.24M Buy
177,262
+10
+0% +$402 0.01% 783
2025
Q3 		$7.12M Sell
177,252
-56,053
-24% -$2.17M 0.01% 723
2025
Q2 		$8.69M Buy
233,305
+50,373
+28% +$1.73M 0.02% 583
2025
Q1 		$5.85M Sell
182,932
-2,002
-1% -$64.1K 0.01% 675
2024
Q4 		$5.73M Sell
184,934
-3,470
-2% -$112K 0.01% 660
2024
Q3 		$6.43M Buy
188,404
+1,249
+0.7% +$40.7K 0.01% 622
2024
Q2 		$5.94M Sell
187,155
-2,044
-1% -$65.6K 0.02% 562
2024
Q1 		$6.15M Sell
189,199
-296,675
-61% -$9.27M 0.02% 595
2023
Q4 		$6.42M Buy
485,874
+279,111
+135% +$8.19M 0.02% 476
2023
Q3 		$6.03M Sell
206,763
-18,540
-8% -$566K 0.03% 385
2023
Q2 		$6.87M Buy
225,303
+212,901
+1,717% +$6.59M 0.03% 433
2023
Q1 		$384K Sell
12,402
-138
-1% -$4.26K ﹤0.01% 1416
2022
Q4 		$369K Buy
12,540
+143
+1% +$4.05K ﹤0.01% 1071
2022
Q3 		$323K Sell
12,397
-600
-5% -$17.6K ﹤0.01% 859
2022
Q2 		$376K Buy
12,997
+605
+5% +$19.4K ﹤0.01% 833
2022
Q1 		$436K Sell
12,392
-1,550
-11% -$54.8K 0.01% 621
2021
Q4 		$527K Buy
13,942
+757
+6% +$29K 0.01% 578
2021
Q3 		$507K Hold
13,185
– – 0.01% 463
2021
Q2 		$510K Buy
13,185
+3
+0% +$117 0.01% 465
2021
Q1 		$493K Hold
13,182
– – 0.01% 452
2020
Q4 		$467K Buy
13,182
+803
+6% +$26.2K 0.02% 427
2020
Q3 		$376K Hold
12,379
– – 0.02% 365
2020
Q2 		$339K Buy
12,379
+4
+0% +$103 0.02% 335
2020
Q1 		$282K Buy
12,375
+1,210
+11% +$33.9K 0.02% 351
2019
Q4 		$356K Buy
11,165
+686
+7% +$21.2K 0.02% 393
2019
Q3 		$308K Buy
+10,479
New +$307K 0.02% 388

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cerity Partners's GWX Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.14% in Q2 2026, buying an estimated $21.4K and bringing the position to 338,835 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #582.

Cerity Partners first reported a position in GWX in Q3 2019 and has held it in 28 quarters since. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • Cerity Partners held 338,835 shares of State Street SPDR S&P International Small Cap ETF worth $14.8M as of Q2 2026.
  • Cerity Partners bought 474 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $21.4K.
  • State Street SPDR S&P International Small Cap ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #582 holding.
  • Cerity Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2019 and has held it in 28 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 Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.