Global Financial Private Client’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Global Financial Private Client’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	$878K	Buy	20,073 +1,496	+8%	+$67.7K	0.24%	121
2026 Q1	$785K	Buy	18,577 +1,090	+6%	+$47.5K	0.26%	117
2025 Q4	$715K	Buy	17,487 +673	+4%	+$27.1K	0.25%	114
2025 Q3	$676K	Buy	16,814 +1,608	+11%	+$62.3K	0.24%	118
2025 Q2	$565K	Buy	15,206 +661	+5%	+$22.7K	0.21%	124
2025 Q1	$465K	Buy	14,545 +470	+3%	+$15.1K	0.18%	132
2024 Q4	$436K	Buy	14,075 +1,082	+8%	+$34.9K	0.16%	141
2024 Q3	$443K	Buy	12,993 +296	+2%	+$9.64K	0.17%	141
2024 Q2	$403K	Buy	12,697 +311	+3%	+$9.97K	0.17%	141
2024 Q1	$401K	Buy	12,386 +10	+0.1%	+$313	0.17%	137
2023 Q4	$393K	Buy	12,376 +4,603	+59%	+$135K	0.18%	132
2023 Q3	$223K	Buy	7,773 +1,259	+19%	+$38.5K	0.12%	159
2023 Q2	$199K	Buy	6,514 +429	+7%	+$13.3K	0.1%	170
2023 Q1	$190K	Buy	6,085 +689	+13%	+$21.3K	0.1%	157
2022 Q4	$159K	Buy	5,396 +2,199	+69%	+$62.2K	0.09%	157
2022 Q3	$84.8K	Buy	3,197 +832	+35%	+$24.4K	0.05%	210
2022 Q2	$68.4K	Buy	2,365 +1,328	+128%	+$42.6K	0.04%	228
2022 Q1	$36.7K	Buy	1,037 +537	+107%	+$19K	0.02%	297
2021 Q4	$18.9K	Buy	+500	New	+$19.2K	0.01%	340
2020 Q3	–	Sell	-3,997	Closed	-$110K	–	485
2020 Q2	$110K	Sell	3,997 -147	-4%	-$3.8K	0.1%	142
2020 Q1	$89.9K	Hold	4,144	–	–	0.1%	152
2019 Q4	$132K	Buy	+4,144	New	+$128K	0.11%	144

Other funds holding GWX

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Global Financial Private Client's GWX Position: Q2 2026 in Review

Global Financial Private Client increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 8.1% in Q2 2026, buying an estimated $67.7K and bringing the position to 20,073 shares worth $878K. The position accounts for 0.24% of the portfolio, ranked #121.

Global Financial Private Client first reported a position in GWX in Q4 2019 and has held it in 22 quarters since. 109 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Global Financial Private Client held 20,073 shares of State Street SPDR S&P International Small Cap ETF worth $878K as of Q2 2026.
Global Financial Private Client bought 1,496 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $67.7K.
State Street SPDR S&P International Small Cap ETF made up 0.24% of Global Financial Private Client's portfolio in Q2 2026, its #121 holding.
Global Financial Private Client first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2019 and has held it in 22 quarters since.
109 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.