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

Copia Wealth 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	$30.5K	Hold	696	–	–	0.02%	256
2026 Q1	$29.4K	Hold	696	–	–	0.02%	248
2025 Q4	$28.4K	Hold	696	–	–	0.02%	246
2025 Q3	$28K	Hold	696	–	–	0.02%	240
2025 Q2	$25.9K	Hold	696	–	–	0.02%	219
2025 Q1	$22.2K	Hold	696	–	–	0.02%	214
2024 Q4	$21.6K	Buy	+696	New	+$22.5K	0.02%	207

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

Copia Wealth Management's GWX Position: Q2 2026 in Review

Copia Wealth Management held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q2 2026 at 696 shares worth $30.5K. The position accounts for 0.02% of the portfolio, ranked #256.

Copia Wealth Management first reported a position in GWX in Q4 2024 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Copia Wealth Management held 696 shares of State Street SPDR S&P International Small Cap ETF worth $30.5K as of Q2 2026.
Copia Wealth Management left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR S&P International Small Cap ETF made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #256 holding.
Copia Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2024 and has held it in 7 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 Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.