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

Mather 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 Q3	$1.16M	Sell	25,448 -1,712	-6%	-$77.3K	0.01%	348
2026 Q2	$1.19M	Sell	27,160 -2,793	-9%	-$126K	0.01%	344
2026 Q1	$1.26M	Sell	29,953 -424	-1%	-$18.5K	0.01%	294
2025 Q4	$1.24M	Sell	30,377 -8	-0%	-$322	0.01%	255
2025 Q3	$1.22M	Sell	30,385 -556	-2%	-$21.5K	0.01%	255
2025 Q2	$1.15M	Sell	30,941 -936	-3%	-$32.1K	0.01%	251
2025 Q1	$1.02M	Sell	31,877 -30	-0.1%	-$961	0.01%	255
2024 Q4	$989K	Buy	31,907 +1,164	+4%	+$37.6K	0.01%	245
2024 Q3	$1.05M	Sell	30,743 -2,819	-8%	-$91.9K	0.01%	238
2024 Q2	$1.09M	Sell	33,562 -14	-0%	-$449	0.01%	254
2024 Q1	$1.07M	Sell	33,576 -437	-1%	-$13.7K	0.02%	215
2023 Q4	$1.08M	Sell	34,013 -315	-0.9%	-$9.24K	0.02%	220
2023 Q3	$1M	Sell	34,328 -94	-0.3%	-$2.87K	0.02%	217
2023 Q2	$1.05M	Sell	34,422 -2,640	-7%	-$81.7K	0.02%	225
2023 Q1	$1.15M	Sell	37,062 -2,066	-5%	-$63.7K	0.02%	200
2022 Q4	$1.15M	Sell	39,128 -30,614	-44%	-$866K	0.02%	189
2022 Q3	$1.82M	Sell	69,742 -3,998	-5%	-$117K	0.04%	138
2022 Q2	$2.13M	Buy	+73,740	New	+$2.37M	0.05%	122

Other funds holding GWX

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Mather Group's GWX Position: Q3 2026 in Review

Mather Group reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 6.3% in Q3 2026, selling an estimated $77.3K and leaving 25,448 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #348.

Mather Group first reported a position in GWX in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.13M in Q2 2022. 39 funds tracked by Wall St. Rank hold GWX as of Q3 2026.

Mather Group held 25,448 shares of State Street SPDR S&P International Small Cap ETF worth $1.16M as of Q3 2026.
Mather Group sold 1,712 State Street SPDR S&P International Small Cap ETF shares in Q3 2026, an estimated $77.3K.
State Street SPDR S&P International Small Cap ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #348 holding.
Mather Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2022 and has held it in 18 quarters since.
Mather Group's State Street SPDR S&P International Small Cap ETF position peaked at $2.13M in Q2 2022.
39 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.