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

Evolution 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 		$116K Buy
2,748
+2
+0.1% +$87 0.08% 159
2025
Q4 		$112K Buy
2,746
+1,580
+136% +$63.5K 0.09% 158
2025
Q3 		$46.9K Hold
1,166
– – 0.05% 211
2025
Q2 		$43.4K Buy
+1,166
New +$40K 0.05% 198

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Evolution Wealth Management's GWX Position: Q1 2026 in Review

Evolution Wealth Management increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.07% in Q1 2026, buying an estimated $87 and bringing the position to 2,748 shares worth $116K. The position accounts for 0.08% of the portfolio, ranked #159.

Evolution Wealth Management first reported a position in GWX in Q2 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

  • Evolution Wealth Management held 2,748 shares of State Street SPDR S&P International Small Cap ETF worth $116K as of Q1 2026.
  • Evolution Wealth Management bought 2 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $87.
  • State Street SPDR S&P International Small Cap ETF made up 0.08% of Evolution Wealth Management's portfolio in Q1 2026, its #159 holding.
  • Evolution Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.