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

Midwest Financial Network’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	–	Sell	-10,224	Closed	-$432K	–	106
2026 Q1	$432K	Sell	10,224 -9,852	-49%	-$429K	0.34%	61
2025 Q4	$820K	Buy	20,076 +9,743	+94%	+$392K	0.63%	46
2025 Q3	$415K	Buy	10,333 +2,444	+31%	+$94.6K	0.34%	52
2025 Q2	$293K	Sell	7,889 -1,905	-19%	-$65.3K	0.29%	53
2025 Q1	$313K	Buy	9,794 +839	+9%	+$26.9K	0.31%	50
2024 Q4	$277K	Buy	+8,955	New	+$289K	0.29%	51

Other funds holding GWX

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Midwest Financial Network's GWX Position: Q2 2026 in Review

Midwest Financial Network sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026, closing a stake of 10,224 shares — an estimated $432K sold.

Midwest Financial Network first reported a position in GWX in Q4 2024 and held it in 6 quarters. The position peaked at $820K in Q4 2025. 74 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Midwest Financial Network reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Midwest Financial Network sold 10,224 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $432K.
Midwest Financial Network first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2024 and held it in 6 quarters.
Midwest Financial Network's State Street SPDR S&P International Small Cap ETF position peaked at $820K in Q4 2025.
74 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.