Landmark Wealth Management (New York)’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Landmark Wealth Management (New York)’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 Q1	$403K	Sell	9,544 -397	-4%	-$17.3K	0.11%	122
2025 Q4	$406K	Buy	9,941 +35	+0.4%	+$1.41K	0.16%	67
2025 Q3	$398K	Sell	9,906 -345	-3%	-$13.4K	0.16%	68
2025 Q2	$381K	Buy	10,251 +214	+2%	+$7.34K	0.16%	67
2025 Q1	$321K	Sell	10,037 -1,012	-9%	-$32.4K	0.14%	64
2024 Q4	$342K	Buy	11,049 +605	+6%	+$19.5K	0.15%	60
2024 Q3	$356K	Sell	10,444 -314	-3%	-$10.2K	0.16%	59
2024 Q2	$341K	Sell	10,758 -143	-1%	-$4.59K	0.27%	36
2024 Q1	$354K	Buy	10,901 +32	+0.3%	+$1K	0.16%	56
2023 Q4	$345K	Buy	10,869 +792	+8%	+$23.2K	0.17%	55
2023 Q3	$294K	Sell	10,077 -6	-0.1%	-$183	0.17%	56
2023 Q2	$308K	Sell	10,083 -41	-0.4%	-$1.27K	0.27%	32
2023 Q1	$314K	Buy	10,124 +522	+5%	+$16.1K	0.17%	59
2022 Q4	$282K	Buy	9,602 +356	+4%	+$10.1K	0.2%	54
2022 Q3	$241K	Sell	9,246 -622	-6%	-$18.2K	0.18%	55
2022 Q2	$285K	Sell	9,868 -7,656	-44%	-$246K	0.36%	29
2022 Q1	$317K	Buy	+17,524	New	+$620K	0.17%	58

Other funds holding GWX

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Landmark Wealth Management (New York)'s GWX Position: Q1 2026 in Review

Landmark Wealth Management (New York) reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 4% in Q1 2026, selling an estimated $17.3K and leaving 9,544 shares worth $403K. The position accounts for 0.11% of the portfolio, ranked #122.

Landmark Wealth Management (New York) first reported a position in GWX in Q1 2022 and has held it in 17 quarters since. The position peaked at $406K in Q4 2025. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Landmark Wealth Management (New York) held 9,544 shares of State Street SPDR S&P International Small Cap ETF worth $403K as of Q1 2026.
Landmark Wealth Management (New York) sold 397 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $17.3K.
State Street SPDR S&P International Small Cap ETF made up 0.11% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #122 holding.
Landmark Wealth Management (New York) first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2022 and has held it in 17 quarters since.
Landmark Wealth Management (New York)'s State Street SPDR S&P International Small Cap ETF position peaked at $406K in Q4 2025.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.