Independent Advisor Alliance’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Independent Advisor Alliance’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	$1.14M	Buy	26,152 +388	+2%	+$17.6K	0.03%	424
2026 Q1	$1.09M	Sell	25,764 -29	-0.1%	-$1.26K	0.01%	790
2025 Q4	$1.05M	Buy	25,793 +2,731	+12%	+$110K	0.03%	455
2025 Q3	$927K	Buy	23,062 +456	+2%	+$17.7K	0.02%	457
2025 Q2	$840K	Buy	22,606 +2,392	+12%	+$82K	0.02%	449
2025 Q1	$646K	Buy	20,214 +2,349	+13%	+$75.3K	0.02%	465
2024 Q4	$554K	Buy	+17,865	New	+$577K	0.01%	932

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

Independent Advisor Alliance's GWX Position: Q2 2026 in Review

Independent Advisor Alliance increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 1.5% in Q2 2026, buying an estimated $17.6K and bringing the position to 26,152 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #424.

Independent Advisor Alliance first reported a position in GWX in Q4 2024 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Independent Advisor Alliance held 26,152 shares of State Street SPDR S&P International Small Cap ETF worth $1.14M as of Q2 2026.
Independent Advisor Alliance bought 388 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $17.6K.
State Street SPDR S&P International Small Cap ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #424 holding.
Independent Advisor Alliance 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.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.