FPWM
GWX icon

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

FSB Premier 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
Q2 		$866K Sell
19,783
-418
-2% -$18.9K 0.24% 107
2026
Q1 		$853K Sell
20,201
-1,387
-6% -$60.4K 0.27% 94
2025
Q4 		$882K Sell
21,588
-200
-0.9% -$8.04K 0.28% 90
2025
Q3 		$875K Sell
21,788
-867
-4% -$33.6K 0.29% 93
2025
Q2 		$842K Sell
22,655
-312
-1% -$10.7K 0.3% 89
2025
Q1 		$734K Sell
22,967
-344
-1% -$11K 0.29% 98
2024
Q4 		$722K Sell
23,311
-15
-0.1% -$484 0.29% 89
2024
Q3 		$796K Buy
23,326
+1,125
+5% +$36.7K 0.33% 80
2024
Q2 		$705K Buy
22,201
+93
+0.4% +$2.98K 0.32% 76
2024
Q1 		$718K Sell
22,108
-257
-1% -$8.03K 0.33% 69
2023
Q4 		$710K Buy
22,365
+238
+1% +$6.98K 0.36% 63
2023
Q3 		$645K Buy
22,127
+351
+2% +$10.7K 0.36% 65
2023
Q2 		$664K Buy
21,776
+101
+0.5% +$3.13K 0.36% 60
2023
Q1 		$671K Buy
21,675
+738
+4% +$22.8K 0.37% 58
2022
Q4 		$616K Sell
20,937
-57
-0.3% -$1.61K 0.34% 64
2022
Q3 		$547K Buy
20,994
+1,562
+8% +$45.8K 0.32% 65
2022
Q2 		$562K Sell
19,432
-169
-0.9% -$5.42K 0.31% 67
2022
Q1 		$643K Sell
19,601
-124
-0.6% -$4.38K 0.32% 63
2021
Q4 		$745K Buy
19,725
+362
+2% +$13.9K 0.31% 56
2021
Q3 		$745K Buy
19,363
+17
+0.1% +$664 0.37% 47
2021
Q2 		$747K Sell
19,346
-668
-3% -$26K 0.38% 43
2021
Q1 		$747K Sell
20,014
-5,620
-22% -$207K 0.4% 47
2020
Q4 		$907K Buy
+25,634
New +$835K 0.49% 43

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FSB Premier Wealth Management's GWX Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 2.1% in Q2 2026, selling an estimated $18.9K and leaving 19,783 shares worth $866K. The position accounts for 0.24% of the portfolio, ranked #107.

FSB Premier Wealth Management first reported a position in GWX in Q4 2020 and has held it in 23 quarters since. The position peaked at $907K in Q4 2020. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • FSB Premier Wealth Management held 19,783 shares of State Street SPDR S&P International Small Cap ETF worth $866K as of Q2 2026.
  • FSB Premier Wealth Management sold 418 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $18.9K.
  • State Street SPDR S&P International Small Cap ETF made up 0.24% of FSB Premier Wealth Management's portfolio in Q2 2026, its #107 holding.
  • FSB Premier Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $907K in Q4 2020.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.