CI
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CX Institutional’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

CX Institutional’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 		– Sell
-180,319
Closed -$7.62M – 1604
2026
Q1 		$7.62M Hold
180,319
– – 0.23% 101
2025
Q4 		$7.37M Buy
180,319
+2,893
+2% +$116K 0.22% 122
2025
Q3 		$7.13M Buy
177,426
+6
+0% +$232 0.22% 112
2025
Q2 		$6.6M Hold
177,420
– – 0.23% 99
2025
Q1 		$5.67M Hold
177,420
– – 0.21% 109
2024
Q4 		$5.5M Hold
177,420
– – 0.22% 112
2024
Q3 		$6.06M Hold
177,420
– – 0.27% 105
2024
Q2 		$5.63M Hold
177,420
– – 0.26% 94
2024
Q1 		$5.76M Hold
177,420
– – 0.28% 90
2023
Q4 		$5.63M Buy
177,420
+4,133
+2% +$121K 0.3% 92
2023
Q3 		$5.05M Hold
173,287
– – 0.28% 98
2023
Q2 		$5.29M Buy
173,287
+93
+0.1% +$2.88K 0.27% 105
2023
Q1 		$5.41M Hold
173,194
– – 0.29% 98
2022
Q4 		$5.09M Buy
+173,194
New +$4.9M 0.31% 79

Other funds holding GWX

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return