Lockerman Financial Group’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Lockerman Financial Group’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	$584K	Buy	13,350 +1,093	+9%	+$49.4K	0.89%	29
2026 Q1	$518K	Buy	12,257 +327	+3%	+$14.2K	0.93%	31
2025 Q4	$487K	Buy	11,930 +239	+2%	+$9.61K	0.94%	34
2025 Q3	$470K	Sell	11,691 -78	-0.7%	-$3.02K	0.59%	45
2025 Q2	$438K	Buy	11,769 +519	+5%	+$17.8K	0.59%	48
2025 Q1	$360K	Buy	+11,250	New	+$360K	0.54%	59

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

Lockerman Financial Group's GWX Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 8.9% in Q2 2026, buying an estimated $49.4K and bringing the position to 13,350 shares worth $584K. The position accounts for 0.89% of the portfolio, ranked #29.

Lockerman Financial Group first reported a position in GWX in Q1 2025 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Lockerman Financial Group held 13,350 shares of State Street SPDR S&P International Small Cap ETF worth $584K as of Q2 2026.
Lockerman Financial Group bought 1,093 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $49.4K.
State Street SPDR S&P International Small Cap ETF made up 0.89% of Lockerman Financial Group's portfolio in Q2 2026, its #29 holding.
Lockerman Financial Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.