Creative Financial Designs’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Creative Financial Designs’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	$107K	Buy	2,544 +36	+1%	+$1.57K	0.01%	667
2025 Q4	$102K	Buy	2,508 +231	+10%	+$9.29K	0.01%	654
2025 Q3	$91.5K	Buy	2,277 +1,625	+249%	+$62.9K	0.01%	671
2025 Q2	$24.2K	Buy	652 +170	+35%	+$5.83K	﹤0.01%	1074
2025 Q1	$15.4K	Buy	482 +343	+247%	+$11K	﹤0.01%	1163
2024 Q4	$4.31K	Hold	139	–	–	﹤0.01%	1457
2024 Q3	$4.74K	Hold	139	–	–	﹤0.01%	1390
2024 Q2	$4.41K	Hold	139	–	–	﹤0.01%	1344
2024 Q1	$4.51K	Hold	139	–	–	﹤0.01%	1329
2023 Q4	$4.42K	Hold	139	–	–	﹤0.01%	1283
2023 Q3	$4.05K	Buy	+139	New	+$4.25K	﹤0.01%	1223
2020 Q4	–	Sell	-240	Closed	-$7K	–	1260
2020 Q3	$7K	Hold	240	–	–	﹤0.01%	871
2020 Q2	$7K	Sell	240 -1,482	-86%	-$38.3K	﹤0.01%	816
2020 Q1	$39K	Sell	1,722 -12,274	-88%	-$344K	0.02%	245
2019 Q4	$449K	Buy	13,996 +1,296	+10%	+$40K	0.2%	103
2019 Q3	$367K	Buy	12,700 +2,044	+19%	+$59.8K	0.2%	93
2019 Q2	$320K	Buy	10,656 +2,288	+27%	+$69K	0.17%	98
2019 Q1	$254K	Buy	+8,368	New	+$250K	0.15%	104

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

Creative Financial Designs's GWX Position: Q1 2026 in Review

Creative Financial Designs increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 1.4% in Q1 2026, buying an estimated $1.57K and bringing the position to 2,544 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #667.

Creative Financial Designs first reported a position in GWX in Q1 2019 and has held it in 18 quarters since. The position peaked at $449K in Q4 2019. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Creative Financial Designs held 2,544 shares of State Street SPDR S&P International Small Cap ETF worth $107K as of Q1 2026.
Creative Financial Designs bought 36 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $1.57K.
State Street SPDR S&P International Small Cap ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #667 holding.
Creative Financial Designs first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2019 and has held it in 18 quarters since.
Creative Financial Designs's State Street SPDR S&P International Small Cap ETF position peaked at $449K in Q4 2019.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.