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

Focus Partners Wealth’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	$696K	Sell	16,484 -24	-0.1%	-$1.04K	﹤0.01%	1773
2025 Q4	$675K	Sell	16,508 -43	-0.3%	-$1.73K	﹤0.01%	1814
2025 Q3	$665K	Buy	16,551 +4,180	+34%	+$162K	﹤0.01%	1471
2025 Q2	$460K	Buy	12,371 +154	+1%	+$5.28K	﹤0.01%	1481
2025 Q1	$390K	Sell	12,217 -4,784	-28%	-$153K	﹤0.01%	1454
2024 Q4	$527K	Sell	17,001 -2,380	-12%	-$76.8K	﹤0.01%	1300
2024 Q3	$661K	Buy	+19,381	New	+$631K	﹤0.01%	1061

Other funds holding GWX

LPL Financial San Diego, California $377B 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 $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth's GWX Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.15% in Q1 2026, selling an estimated $1.04K and leaving 16,484 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Focus Partners Wealth first reported a position in GWX in Q3 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Focus Partners Wealth held 16,484 shares of State Street SPDR S&P International Small Cap ETF worth $696K as of Q1 2026.
Focus Partners Wealth sold 24 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $1.04K.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1773 holding.
Focus Partners Wealth first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2024 and has held it in 7 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.