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 Q2	$222K	Buy	+5,079	New	+$230K	0.06%	98
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 $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

Freedom Investment Management's GWX Position: Q2 2026 in Review

Freedom Investment Management opened a new position in State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026: 5,079 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings. This is a return to the name: Freedom Investment Management previously reported a position in GWX as recently as Q4 2025.

Freedom Investment Management first reported a position in GWX in Q4 2023 and has held it in 10 quarters since. The position peaked at $712K in Q2 2025. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Freedom Investment Management held 5,079 shares of State Street SPDR S&P International Small Cap ETF worth $222K as of Q2 2026.
State Street SPDR S&P International Small Cap ETF was a new Freedom Investment Management position in Q2 2026.
State Street SPDR S&P International Small Cap ETF made up 0.06% of Freedom Investment Management's portfolio in Q2 2026, its #98 holding.
Freedom Investment Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
Freedom Investment Management's State Street SPDR S&P International Small Cap ETF position peaked at $712K in Q2 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.