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

Legacy Wealth Management (Idaho)’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 Q4	–	Sell	-98	Closed	-$3.94K	–	943
2025 Q3	$3.94K	Sell	98 -28	-22%	-$1.08K	﹤0.01%	462
2025 Q2	$4.69K	Buy	+126	New	+$4.32K	﹤0.01%	409

Other funds holding GWX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s GWX Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2025, closing a stake of 98 shares — an estimated $3.94K sold.

Legacy Wealth Management (Idaho) first reported a position in GWX in Q2 2025 and held it in 2 quarters. The position peaked at $4.69K in Q2 2025. 250 funds tracked by Wall St. Rank hold GWX as of Q4 2025.

Legacy Wealth Management (Idaho) reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2025 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 98 State Street SPDR S&P International Small Cap ETF shares in Q4 2025, an estimated $3.94K.
Legacy Wealth Management (Idaho) first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2025 and held it in 2 quarters.
Legacy Wealth Management (Idaho)'s State Street SPDR S&P International Small Cap ETF position peaked at $4.69K in Q2 2025.
250 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.