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EBWM
Eagle Bluffs Wealth Management’s
State Street SPDR S&P International Small Cap ETF
GWX
Stock Holding History
Eagle Bluffs Wealth Management’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
$4.46M
Buy
105,668
+1,042
+1%
+$45.4K
1.74%
17
2025
Q4
$4.28M
Buy
104,626
+3,051
+3%
+$123K
1.73%
18
2025
Q3
$4.08M
Buy
101,575
+1,680
+2%
+$65K
1.76%
17
2025
Q2
$3.71M
Buy
99,895
+19
+0%
+$651
1.77%
17
2025
Q1
$3.19M
Sell
99,876
-527
-0.5%
-$16.9K
1.69%
16
2024
Q4
$3.11M
Buy
100,403
+5,272
+6%
+$170K
1.67%
18
2024
Q3
$3.25M
Buy
95,131
+1,188
+1%
+$38.7K
1.75%
19
2024
Q2
$2.98M
Buy
93,943
+1,027
+1%
+$32.9K
1.73%
18
2024
Q1
$3.02M
Buy
92,916
+1,877
+2%
+$58.7K
1.87%
15
2023
Q4
$2.89M
Buy
91,039
+1,286
+1%
+$37.7K
1.97%
14
2023
Q3
$2.62M
Buy
89,753
+10,968
+14%
+$335K
2.01%
14
2023
Q2
$2.4M
Buy
78,785
+1,057
+1%
+$32.7K
1.85%
18
2023
Q1
$2.41M
Buy
77,728
+8,973
+13%
+$277K
1.97%
14
2022
Q4
$2.02M
Sell
68,755
-2,484
-3%
-$70.3K
2.12%
13
2022
Q3
$1.86M
Sell
71,239
-187
-0.3%
-$5.48K
2.14%
12
2022
Q2
$2.07M
Buy
71,426
+3,180
+5%
+$102K
2.23%
11
2022
Q1
$2.4M
Buy
68,246
+3,074
+5%
+$109K
2.32%
10
2021
Q4
$2.46M
Buy
+65,172
New
+$2.5M
2.57%
8
Other funds holding GWX
LPL Financial
San Diego, California
$376B 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
$18.1B AUM
15%
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
$70.5B AUM
21.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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