Golden State Equity Partners’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Golden State Equity 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	–	Sell	-1,606	Closed	-$67.8K	–	915
2026 Q1	$67.8K	Sell	1,606 -5,687	-78%	-$248K	0.01%	821
2025 Q4	$298K	Buy	+7,293	New	+$293K	0.05%	394
2024 Q4	–	Sell	-104	Closed	-$3.55K	–	624
2024 Q3	$3.55K	Buy	+104	New	+$3.39K	﹤0.01%	781

Other funds holding GWX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

Golden State Equity Partners's GWX Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026, closing a stake of 1,606 shares — an estimated $67.8K sold.

Golden State Equity Partners first reported a position in GWX in Q3 2024 and held it in 3 quarters. The position peaked at $298K in Q4 2025. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Golden State Equity Partners reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 1,606 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $67.8K.
Golden State Equity Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2024 and held it in 3 quarters.
Golden State Equity Partners's State Street SPDR S&P International Small Cap ETF position peaked at $298K in Q4 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.