Mason Investment Advisory Services’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Mason Investment Advisory Services’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	$262K	Sell	5,993 -228	-4%	-$10.3K	0.01%	73
2026 Q1	$263K	Hold	6,221	–	–	0.01%	66
2025 Q4	$254K	Buy	6,221 +72	+1%	+$2.9K	0.01%	70
2025 Q3	$247K	Hold	6,149	–	–	0.01%	72
2025 Q2	$229K	Sell	6,149 -1,187	-16%	-$40.7K	0.01%	73
2025 Q1	$234K	Hold	7,336	–	–	0.01%	73
2024 Q4	$227K	Sell	7,336 -374	-5%	-$12.1K	0.01%	68
2024 Q3	$263K	Sell	7,710 -9	-0.1%	-$293	0.02%	61
2024 Q2	$245K	Sell	7,719 -5	-0.1%	-$160	0.02%	63
2024 Q1	$251K	Hold	7,724	–	–	0.02%	57
2023 Q4	$245K	Hold	7,724	–	–	0.02%	58
2023 Q3	$225K	Sell	7,724 -611	-7%	-$18.7K	0.02%	61
2023 Q2	$254K	Sell	8,335 -157	-2%	-$4.86K	0.02%	57
2023 Q1	$263K	Hold	8,492	–	–	0.02%	52
2022 Q4	$250K	Hold	8,492	–	–	0.03%	74
2022 Q3	$221K	Sell	8,492 -1,264	-13%	-$37K	0.03%	81
2022 Q2	$282K	Buy	9,756 +14	+0.1%	+$449	0.03%	62
2022 Q1	$343K	Sell	9,742 -4,120	-30%	-$146K	0.03%	79
2021 Q4	$524K	Buy	13,862 +3,094	+29%	+$119K	0.04%	66
2021 Q3	$414K	Hold	10,768	–	–	0.04%	72
2021 Q2	$416K	Hold	10,768	–	–	0.04%	69
2021 Q1	$402K	Hold	10,768	–	–	0.04%	67
2020 Q4	$381K	Sell	10,768 -468	-4%	-$15.2K	0.05%	67
2020 Q3	$341K	Sell	11,236 -3,959	-26%	-$116K	0.05%	65
2020 Q2	$416K	Sell	15,195 -15,736	-51%	-$406K	0.06%	62
2020 Q1	$704K	Sell	30,931 -210,215	-87%	-$5.89M	0.12%	48
2019 Q4	$7.68M	Hold	241,146	–	–	1.13%	6
2019 Q3	$7.09M	Sell	241,146 -401	-0.2%	-$11.7K	1.14%	6
2019 Q2	$7.23M	Sell	241,547 -238	-0.1%	-$7.18K	1.2%	6
2019 Q1	$7.33M	Buy	+241,785	New	+$7.22M	2.03%	5

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

Mason Investment Advisory Services's GWX Position: Q2 2026 in Review

Mason Investment Advisory Services reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 3.7% in Q2 2026, selling an estimated $10.3K and leaving 5,993 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #73.

Mason Investment Advisory Services first reported a position in GWX in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.68M in Q4 2019. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Mason Investment Advisory Services held 5,993 shares of State Street SPDR S&P International Small Cap ETF worth $262K as of Q2 2026.
Mason Investment Advisory Services sold 228 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $10.3K.
State Street SPDR S&P International Small Cap ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q2 2026, its #73 holding.
Mason Investment Advisory Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2019 and has held it in 30 quarters since.
Mason Investment Advisory Services's State Street SPDR S&P International Small Cap ETF position peaked at $7.68M in Q4 2019.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.