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

CFS Investment Advisory Services’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	$305K	Buy	+6,962	New	+$315K	0.02%	317
2022 Q4	–	Sell	-28,547	Closed	-$1K	–	179
2022 Q3	$1K	Buy	+28,547	New	+$837K	﹤0.01%	193
2022 Q2	–	Sell	-55,367	Closed	-$20K	–	342
2022 Q1	$20K	Buy	+55,367	New	+$1.96M	0.09%	113

Other funds holding GWX

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

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CFS Investment Advisory Services's GWX Position: Q2 2026 in Review

CFS Investment Advisory Services opened a new position in State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026: 6,962 shares worth $305K. The stake represents 0.02% of the portfolio and ranks #317 among its holdings. This is a return to the name: CFS Investment Advisory Services previously reported a position in GWX as recently as Q3 2022.

CFS Investment Advisory Services first reported a position in GWX in Q1 2022 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

CFS Investment Advisory Services held 6,962 shares of State Street SPDR S&P International Small Cap ETF worth $305K as of Q2 2026.
State Street SPDR S&P International Small Cap ETF was a new CFS Investment Advisory Services position in Q2 2026.
State Street SPDR S&P International Small Cap ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #317 holding.
CFS Investment Advisory Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2022 and has held it in 3 quarters since.
50 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.