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 Q2	$518K	Buy	11,831 +6,676	+130%	+$302K	﹤0.01%	2198
2026 Q1	$218K	Sell	5,155 -10,046	-66%	-$437K	﹤0.01%	2512
2025 Q4	$622K	Buy	15,201 +4,768	+46%	+$192K	﹤0.01%	1754
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 $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

Corient Private Wealth's GWX Position: Q2 2026 in Review

Corient Private Wealth increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 130% in Q2 2026, buying an estimated $302K and bringing the position to 11,831 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Corient Private Wealth first reported a position in GWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $622K in Q4 2025. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Corient Private Wealth held 11,831 shares of State Street SPDR S&P International Small Cap ETF worth $518K as of Q2 2026.
Corient Private Wealth bought 6,676 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $302K.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2198 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 11 quarters since.
Corient Private Wealth's State Street SPDR S&P International Small Cap ETF position peaked at $622K in Q4 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.