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

Kestra Investment 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
2025 Q1	–	Sell	-38	Closed	-$1.18K	–	1125
2024 Q4	$1.18K	Buy	+38	New	+$1.23K	﹤0.01%	1074

Other funds holding GWX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Kestra Investment Management's GWX Position: Q1 2025 in Review

Kestra Investment Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2025, closing a stake of 38 shares — an estimated $1.18K sold.

Kestra Investment Management first reported a position in GWX in Q4 2024 and held it in 1 quarter. The position peaked at $1.18K in Q4 2024. 208 funds tracked by Wall St. Rank hold GWX as of Q1 2025.

Kestra Investment Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2025 after selling out during the quarter.
Kestra Investment Management sold 38 State Street SPDR S&P International Small Cap ETF shares in Q1 2025, an estimated $1.18K.
Kestra Investment Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2024 and held it in 1 quarter.
Kestra Investment Management's State Street SPDR S&P International Small Cap ETF position peaked at $1.18K in Q4 2024.
208 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.