GRP
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Global Retirement Partners’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Global Retirement Partners’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 		$442K Buy
+10,091
New +$456K 0.01% 1096
2025
Q4 		$452K Buy
11,070
+1,288
+13% +$51.8K 0.01% 1003
2025
Q3 		$393K Sell
9,782
-547
-5% -$21.2K 0.01% 861
2025
Q2 		$384K Buy
+10,329
New +$354K 0.01% 827
2024
Q4 		$3.52M Buy
113,517
+12,424
+12% +$401K 0.1% 194
2024
Q3 		$3.45M Buy
101,093
+21,991
+28% +$717K 0.1% 185
2024
Q2 		$2.51M Buy
79,102
+25,828
+48% +$828K 0.08% 236
2024
Q1 		$1.73M Buy
53,274
+11,308
+27% +$353K 0.06% 253
2023
Q4 		$1.28M Buy
41,966
+8,438
+25% +$248K 0.05% 293
2023
Q3 		$939K Buy
33,528
+4,280
+15% +$131K 0.05% 316
2023
Q2 		$892K Sell
29,248
-312
-1% -$9.66K 0.04% 332
2023
Q1 		$914K Buy
29,560
+6,955
+31% +$215K 0.05% 316
2022
Q4 		$665K Buy
22,605
+8,790
+64% +$249K 0.05% 326
2022
Q3 		$371K Buy
13,815
+3,581
+35% +$105K 0.03% 411
2022
Q2 		$296K Sell
10,234
-559
-5% -$17.9K 0.02% 463
2022
Q1 		$345K Buy
+10,793
New +$382K 0.03% 431
2021
Q4 		– Sell
-300
Closed -$12K – 876
2021
Q3 		$12K Sell
300
-290
-49% -$11.3K ﹤0.01% 1366
2021
Q2 		$23K Buy
590
+96
+19% +$3.73K ﹤0.01% 1143
2021
Q1 		$18K Buy
494
+88
+22% +$3.24K ﹤0.01% 1141
2020
Q4 		$14K Buy
406
+16
+4% +$521 ﹤0.01% 1156
2020
Q3 		$12K Hold
390
– – ﹤0.01% 1086
2020
Q2 		$11K Buy
+390
New +$10.1K ﹤0.01% 1082
2019
Q2 		– Sell
-42
Closed -$1K – 1642
2019
Q1 		$1K Hold
42
– – ﹤0.01% 1459
2018
Q4 		$1K Hold
42
– – ﹤0.01% 1396
2018
Q3 		$1K Hold
42
– – ﹤0.01% 1473
2018
Q2 		$1K Hold
42
– – ﹤0.01% 1464
2018
Q1 		$1K Hold
42
– – ﹤0.01% 1417
2017
Q4 		$1K Buy
42
+2
+5% +$71 ﹤0.01% 1382
2017
Q3 		$1K Hold
40
– – ﹤0.01% 1174
2017
Q2 		$1K Hold
40
– – ﹤0.01% 1102
2017
Q1 		$1K Hold
40
– – ﹤0.01% 1058
2016
Q4 		$1K Buy
+40
New +$1.21K ﹤0.01% 1004

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

Global Retirement Partners's GWX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026: 10,091 shares worth $442K. The stake represents 0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GWX as recently as Q4 2025.

Global Retirement Partners first reported a position in GWX in Q4 2016 and has held it in 32 quarters since. The position peaked at $3.52M in Q4 2024. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • Global Retirement Partners held 10,091 shares of State Street SPDR S&P International Small Cap ETF worth $442K as of Q2 2026.
  • State Street SPDR S&P International Small Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR S&P International Small Cap ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1096 holding.
  • Global Retirement Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2016 and has held it in 32 quarters since.
  • Global Retirement Partners's State Street SPDR S&P International Small Cap ETF position peaked at $3.52M in Q4 2024.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.