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

EP Wealth Advisors’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
2025
Q2 		– Sell
-12,113
Closed -$387K – 1445
2025
Q1 		$387K Hold
12,113
– – ﹤0.01% 800
2024
Q4 		$375K Hold
12,113
– – ﹤0.01% 780
2024
Q3 		$413K Buy
+12,113
New +$395K ﹤0.01% 749

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EP Wealth Advisors's GWX Position: Q2 2025 in Review

EP Wealth Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2025, closing a stake of 12,113 shares — an estimated $387K sold.

EP Wealth Advisors first reported a position in GWX in Q3 2024 and held it in 3 quarters. The position peaked at $413K in Q3 2024. 221 funds tracked by Wall St. Rank hold GWX as of Q2 2025.

  • EP Wealth Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 12,113 State Street SPDR S&P International Small Cap ETF shares in Q2 2025, an estimated $387K.
  • EP Wealth Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2024 and held it in 3 quarters.
  • EP Wealth Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $413K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.