Lifeworks Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Lifeworks Advisors’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	$363K	Sell	8,295 -163	-2%	-$7.37K	0.04%	243
2026 Q1	$357K	Sell	8,458 -38	-0.4%	-$1.65K	0.05%	229
2025 Q4	$347K	Sell	8,496 -33	-0.4%	-$1.33K	0.05%	250
2025 Q3	$343K	Sell	8,529 -108	-1%	-$4.18K	0.05%	240
2025 Q2	$321K	Sell	8,637 -516	-6%	-$17.7K	0.05%	244
2025 Q1	$293K	Sell	9,153 -1,044	-10%	-$33.5K	0.05%	248
2024 Q4	$316K	Sell	10,197 -899	-8%	-$29K	0.06%	225
2024 Q3	$379K	Buy	+11,096	New	+$362K	0.07%	200

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

Lifeworks Advisors's GWX Position: Q2 2026 in Review

Lifeworks Advisors reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 1.9% in Q2 2026, selling an estimated $7.37K and leaving 8,295 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #243.

Lifeworks Advisors first reported a position in GWX in Q3 2024 and has held it in 8 quarters since. The position peaked at $379K in Q3 2024. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Lifeworks Advisors held 8,295 shares of State Street SPDR S&P International Small Cap ETF worth $363K as of Q2 2026.
Lifeworks Advisors sold 163 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $7.37K.
State Street SPDR S&P International Small Cap ETF made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #243 holding.
Lifeworks Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
Lifeworks Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $379K in Q3 2024.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.