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

Freedom Investment 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	–	Sell	-5,982	Closed	-$244K	–	109
2025 Q4	$244K	Sell	5,982 -4,883	-45%	-$196K	0.07%	104
2025 Q3	$437K	Sell	10,865 -8,288	-43%	-$321K	0.12%	83
2025 Q2	$712K	Buy	19,153 +566	+3%	+$19.4K	0.06%	341
2025 Q1	$594K	Buy	18,587 +3,256	+21%	+$104K	0.05%	377
2024 Q4	$475K	Buy	15,331 +1,284	+9%	+$41.4K	0.04%	447
2024 Q3	$479K	Sell	14,047 -882	-6%	-$28.7K	0.04%	451
2024 Q2	$474K	Buy	14,929 +895	+6%	+$28.7K	0.04%	438
2024 Q1	$456K	Buy	14,034 +343	+3%	+$10.7K	0.04%	466
2023 Q4	$435K	Buy	+13,691	New	+$402K	0.04%	469

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

Freedom Investment Management's GWX Position: Q1 2026 in Review

Freedom Investment Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2026, closing a stake of 5,982 shares — an estimated $244K sold.

Freedom Investment Management first reported a position in GWX in Q4 2023 and held it in 9 quarters. The position peaked at $712K in Q2 2025. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Freedom Investment Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2026 after selling out during the quarter.
Freedom Investment Management sold 5,982 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $244K.
Freedom Investment Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2023 and held it in 9 quarters.
Freedom Investment Management's State Street SPDR S&P International Small Cap ETF position peaked at $712K in Q2 2025.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.