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

Merit 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	$264K	Sell	6,040 -47	-0.8%	-$2.13K	﹤0.01%	1898
2026 Q1	$257K	Sell	6,087 -203	-3%	-$8.84K	﹤0.01%	1756
2025 Q4	$257K	Sell	6,290 -12,446	-66%	-$501K	﹤0.01%	1655
2025 Q3	$753K	Buy	18,736 +64	+0.3%	+$2.48K	0.01%	984
2025 Q2	$694K	Buy	+18,672	New	+$640K	0.01%	953
2024 Q1	–	Sell	-7,962	Closed	-$253K	–	884
2023 Q4	$253K	Buy	+7,962	New	+$234K	0.01%	666

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

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

Merit Financial Group reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.77% in Q2 2026, selling an estimated $2.13K and leaving 6,040 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Merit Financial Group first reported a position in GWX in Q4 2023 and has held it in 6 quarters since. The position peaked at $753K in Q3 2025. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Merit Financial Group held 6,040 shares of State Street SPDR S&P International Small Cap ETF worth $264K as of Q2 2026.
Merit Financial Group sold 47 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $2.13K.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1898 holding.
Merit Financial Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2023 and has held it in 6 quarters since.
Merit Financial Group's State Street SPDR S&P International Small Cap ETF position peaked at $753K in Q3 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.