Founders Financial Securities’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Founders Financial Securities’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
2024 Q4	–	Sell	-6,452	Closed	-$220K	–	451
2024 Q3	$220K	Hold	6,452	–	–	0.02%	403
2024 Q2	$205K	Sell	6,452 -41	-0.6%	-$1.31K	0.02%	403
2024 Q1	$211K	Hold	6,493	–	–	0.02%	359
2023 Q4	$206K	Buy	+6,493	New	+$191K	0.02%	347
2023 Q3	–	Sell	-6,593	Closed	-$201K	–	340
2023 Q2	$201K	Buy	+6,593	New	+$204K	0.03%	303

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Founders Financial Securities's GWX Position: Q4 2024 in Review

Founders Financial Securities sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2024, closing a stake of 6,452 shares — an estimated $220K sold.

Founders Financial Securities first reported a position in GWX in Q2 2023 and held it in 5 quarters. The position peaked at $220K in Q3 2024. 212 funds tracked by Wall St. Rank hold GWX as of Q4 2024.

Founders Financial Securities reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Founders Financial Securities sold 6,452 State Street SPDR S&P International Small Cap ETF shares in Q4 2024, an estimated $220K.
Founders Financial Securities first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2023 and held it in 5 quarters.
Founders Financial Securities's State Street SPDR S&P International Small Cap ETF position peaked at $220K in Q3 2024.
212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2024.

Based on Founders Financial Securities's 13F filing for Q4 2024, filed 10 Feb 2025.