Eclectic Associates’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Eclectic Associates’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 Q3	$326K	Hold	7,148	–	–	0.04%	119
2026 Q2	$313K	Sell	7,148 -653	-8%	-$29.5K	0.04%	128
2026 Q1	$329K	Sell	7,801 -563	-7%	-$24.5K	0.04%	118
2025 Q4	$342K	Hold	8,364	–	–	0.05%	112
2025 Q3	$336K	Hold	8,364	–	–	0.06%	96
2025 Q2	$311K	Sell	8,364 -1,673	-17%	-$57.4K	0.07%	104
2025 Q1	$321K	Hold	10,037	–	–	0.09%	98
2024 Q4	$311K	Sell	10,037 -1,545	-13%	-$49.9K	0.09%	101
2024 Q3	$395K	Hold	11,582	–	–	0.16%	74
2024 Q2	$368K	Sell	11,582 -2,164	-16%	-$69.4K	0.16%	67
2024 Q1	$446K	Sell	13,746 -221	-2%	-$6.91K	0.2%	59
2023 Q4	$444K	Sell	13,967 -418	-3%	-$12.3K	0.21%	55
2023 Q3	$419K	Sell	14,385 -1,243	-8%	-$38K	0.21%	54
2023 Q2	$477K	Hold	15,628	–	–	0.23%	52
2023 Q1	$484K	Sell	15,628 -1,342	-8%	-$41.4K	0.25%	53
2022 Q4	$499K	Hold	16,970	–	–	0.24%	54
2022 Q3	$442K	Hold	16,970	–	–	0.29%	46
2022 Q2	$491K	Sell	16,970 -2,981	-15%	-$95.7K	0.33%	46
2022 Q1	$701K	Sell	19,951 -3,660	-16%	-$129K	0.45%	42
2021 Q4	$892K	Buy	23,611 +3,660	+18%	+$140K	0.57%	35
2021 Q3	$768K	Hold	19,951	–	–	0.56%	36
2021 Q2	$771K	Hold	19,951	–	–	0.58%	34
2021 Q1	$746K	Sell	19,951 -1,337	-6%	-$49.2K	0.62%	33
2020 Q4	$754K	Buy	+21,288	New	+$693K	0.71%	33

Other funds holding GWX

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Eclectic Associates's GWX Position: Q3 2026 in Review

Eclectic Associates held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q3 2026 at 7,148 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #119.

Eclectic Associates first reported a position in GWX in Q4 2020 and has held it in 24 quarters since. The position peaked at $892K in Q4 2021. 64 funds tracked by Wall St. Rank hold GWX as of Q3 2026.

Eclectic Associates held 7,148 shares of State Street SPDR S&P International Small Cap ETF worth $326K as of Q3 2026.
Eclectic Associates left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR S&P International Small Cap ETF made up 0.04% of Eclectic Associates's portfolio in Q3 2026, its #119 holding.
Eclectic Associates first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2020 and has held it in 24 quarters since.
Eclectic Associates's State Street SPDR S&P International Small Cap ETF position peaked at $892K in Q4 2021.
64 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.