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

EverSource 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
2026 Q2	–	Sell	-126	Closed	-$5.32K	–	4466
2026 Q1	$5.32K	Buy	+126	New	+$5.49K	﹤0.01%	3237
2025 Q4	–	Sell	-52	Closed	-$2.09K	–	4330
2025 Q3	$2.09K	Buy	+52	New	+$2.01K	﹤0.01%	3498
2024 Q3	–	Sell	-27	Closed	-$892	–	3075
2024 Q2	$892	Hold	27	–	–	﹤0.01%	2760
2024 Q1	$847	Buy	+27	New	+$844	﹤0.01%	2626

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

EverSource Wealth Advisors's GWX Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026, closing a stake of 126 shares — an estimated $5.32K sold.

EverSource Wealth Advisors first reported a position in GWX in Q1 2024 and held it in 4 quarters. The position peaked at $5.32K in Q1 2026. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

EverSource Wealth Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 126 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $5.32K.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2024 and held it in 4 quarters.
EverSource Wealth Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $5.32K in Q1 2026.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.