FWG Investments’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

FWG Investments’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
2025 Q3	–	Sell	-6,082	Closed	-$226K	–	111
2025 Q2	$226K	Buy	+6,082	New	+$209K	0.17%	97
2025 Q1	–	Sell	-8,843	Closed	-$274K	–	74
2024 Q4	$274K	Buy	8,843 +43	+0.5%	+$1.39K	0.21%	102
2024 Q3	$300K	Buy	8,800 +1,133	+15%	+$36.9K	0.26%	89
2024 Q2	$243K	Buy	7,667 +613	+9%	+$19.7K	0.25%	91
2024 Q1	$229K	Buy	+7,054	New	+$221K	0.25%	97

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FWG Investments's GWX Position: Q3 2025 in Review

FWG Investments sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2025, closing a stake of 6,082 shares — an estimated $226K sold.

FWG Investments first reported a position in GWX in Q1 2024 and held it in 5 quarters. The position peaked at $300K in Q3 2024. 231 funds tracked by Wall St. Rank hold GWX as of Q3 2025.

FWG Investments reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2025 after selling out during the quarter.
FWG Investments sold 6,082 State Street SPDR S&P International Small Cap ETF shares in Q3 2025, an estimated $226K.
FWG Investments first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2024 and held it in 5 quarters.
FWG Investments's State Street SPDR S&P International Small Cap ETF position peaked at $300K in Q3 2024.
231 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2025.

Based on FWG Investments's 13F filing for Q3 2025, filed 29 Oct 2025.