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

Institute for 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	$213K	Sell	4,862 -543	-10%	-$24.6K	0.02%	502
2026 Q1	$228K	Hold	5,405	–	–	0.02%	494
2025 Q4	$221K	Hold	5,405	–	–	0.02%	510
2025 Q3	$217K	Hold	5,405	–	–	0.02%	533
2025 Q2	$201K	Buy	+5,405	New	+$185K	0.02%	542
2013 Q4	–	Sell	-100	Closed	-$3K	–	73
2013 Q3	$3K	Sell	100 -734	-88%	-$22.9K	﹤0.01%	63
2013 Q2	$24K	Buy	+834	New	+$25.3K	0.02%	67

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

Institute for Wealth Management's GWX Position: Q2 2026 in Review

Institute for Wealth Management reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 10% in Q2 2026, selling an estimated $24.6K and leaving 4,862 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #502.

Institute for Wealth Management first reported a position in GWX in Q2 2013 and has held it in 7 quarters since. The position peaked at $228K in Q1 2026. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Institute for Wealth Management held 4,862 shares of State Street SPDR S&P International Small Cap ETF worth $213K as of Q2 2026.
Institute for Wealth Management sold 543 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $24.6K.
State Street SPDR S&P International Small Cap ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #502 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2013 and has held it in 7 quarters since.
Institute for Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $228K in Q1 2026.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.