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

Discipline Wealth Solutions’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	-7,906	Closed	-$334K	–	203
2026 Q1	$334K	Sell	7,906 -1,695	-18%	-$73.8K	0.04%	144
2025 Q4	$392K	Buy	9,601 +687	+8%	+$27.6K	0.07%	117
2025 Q3	$358K	Buy	8,914 +784	+10%	+$30.4K	0.09%	115
2025 Q2	$302K	Buy	+8,130	New	+$279K	0.12%	79

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

Discipline Wealth Solutions's GWX Position: Q2 2026 in Review

Discipline Wealth Solutions sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026, closing a stake of 7,906 shares — an estimated $334K sold.

Discipline Wealth Solutions first reported a position in GWX in Q2 2025 and held it in 4 quarters. The position peaked at $392K in Q4 2025. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Discipline Wealth Solutions reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Discipline Wealth Solutions sold 7,906 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $334K.
Discipline Wealth Solutions first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2025 and held it in 4 quarters.
Discipline Wealth Solutions's State Street SPDR S&P International Small Cap ETF position peaked at $392K in Q4 2025.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.