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

Golden State Wealth Management’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	$1.84K	Hold	42	–	–	﹤0.01%	1397
2026 Q1	$1.77K	Hold	42	–	–	﹤0.01%	1368
2025 Q4	$1.72K	Hold	42	–	–	﹤0.01%	1413
2025 Q3	$1.69K	Hold	42	–	–	﹤0.01%	1417
2025 Q2	$1.56K	Hold	42	–	–	﹤0.01%	1386
2025 Q1	$1.34K	Hold	42	–	–	﹤0.01%	1383
2024 Q4	$1.3K	Buy	+42	New	+$1.36K	﹤0.01%	1319
2020 Q4	–	Sell	-1,321	Closed	-$40K	–	312
2020 Q3	$40K	Buy	+1,321	New	+$38.8K	0.01%	346
2020 Q2	–	Sell	-1,354	Closed	-$31K	–	540
2020 Q1	$31K	Buy	+1,354	New	+$37.9K	0.01%	436
2019 Q4	–	Sell	-1,105	Closed	-$32K	–	418
2019 Q3	$32K	Sell	1,105 -165	-13%	-$4.83K	0.01%	531
2019 Q2	$38K	Buy	1,270 +109	+9%	+$3.29K	0.01%	508
2019 Q1	$35K	Buy	+1,161	New	+$34.6K	0.01%	521

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 Wealth Management's GWX Position: Q2 2026 in Review

Golden State Wealth Management held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q2 2026 at 42 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Golden State Wealth Management first reported a position in GWX in Q1 2019 and has held it in 12 quarters since. The position peaked at $40K in Q3 2020. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Golden State Wealth Management held 42 shares of State Street SPDR S&P International Small Cap ETF worth $1.84K as of Q2 2026.
Golden State Wealth Management 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 Golden State Wealth Management's portfolio in Q2 2026, its #1397 holding.
Golden State Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $40K in Q3 2020.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.