BFC Planning, Inc.’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

BFC Planning, Inc.’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	$235K	Hold	5,379	–	–	0.01%	877
2026 Q1	$227K	Sell	5,379 -796	-13%	-$34.7K	0.01%	829
2025 Q4	$252K	Hold	6,175	–	–	0.01%	780
2025 Q3	$248K	Hold	6,175	–	–	0.02%	600
2025 Q2	$230K	Hold	6,175	–	–	0.02%	585
2025 Q1	$197K	Hold	6,175	–	–	0.02%	616
2024 Q4	$191K	Buy	+6,175	New	+$199K	0.02%	635

Other funds holding GWX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BFC Planning, Inc.'s GWX Position: Q2 2026 in Review

BFC Planning, Inc. held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q2 2026 at 5,379 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #877.

BFC Planning, Inc. first reported a position in GWX in Q4 2024 and has held it in 7 quarters since. The position peaked at $252K in Q4 2025. 269 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

BFC Planning, Inc. held 5,379 shares of State Street SPDR S&P International Small Cap ETF worth $235K as of Q2 2026.
BFC Planning, Inc. left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR S&P International Small Cap ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #877 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street SPDR S&P International Small Cap ETF position peaked at $252K in Q4 2025.
269 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.