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

Corient Private Wealth’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 Q1	$218K	Sell	5,155 -25,247	-83%	-$1.1M	﹤0.01%	2512
2025 Q4	$1.24M	Buy	30,402 +19,969	+191%	+$803K	﹤0.01%	1772
2025 Q3	$419K	Sell	10,433 -445	-4%	-$17.2K	﹤0.01%	1909
2025 Q2	$404K	Sell	10,878 -75	-0.7%	-$2.57K	﹤0.01%	1817
2025 Q1	$350K	Hold	10,953	–	–	﹤0.01%	1774
2024 Q4	$339K	Buy	10,953 +400	+4%	+$12.9K	﹤0.01%	1828
2024 Q3	$360K	Sell	10,553 -30	-0.3%	-$977	﹤0.01%	1926
2024 Q2	$336K	Hold	10,583	–	–	﹤0.01%	1840
2024 Q1	$344K	Sell	10,583 -2,373	-18%	-$74.2K	﹤0.01%	1820
2023 Q4	$411K	Buy	+12,956	New	+$380K	﹤0.01%	1710

Other funds holding GWX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Corient Private Wealth's GWX Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 83% in Q1 2026, selling an estimated $1.1M and leaving 5,155 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

Corient Private Wealth first reported a position in GWX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2025. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Corient Private Wealth held 5,155 shares of State Street SPDR S&P International Small Cap ETF worth $218K as of Q1 2026.
Corient Private Wealth sold 25,247 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $1.1M.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2512 holding.
Corient Private Wealth first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
Corient Private Wealth's State Street SPDR S&P International Small Cap ETF position peaked at $1.24M in Q4 2025.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.