MWM
GWX icon

Mission Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Mission Wealth Management’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
Q1 		$3.09M Sell
73,137
-2,156
-3% -$93.9K 0.06% 161
2025
Q4 		$3.08M Sell
75,293
-277
-0.4% -$11.1K 0.06% 168
2025
Q3 		$3.04M Sell
75,570
-68
-0.1% -$2.63K 0.06% 165
2025
Q2 		$2.81M Sell
75,638
-728
-1% -$25K 0.06% 173
2025
Q1 		$2.44M Sell
76,366
-1,115
-1% -$35.7K 0.06% 174
2024
Q4 		$2.4M Buy
77,481
+33,551
+76% +$1.08M 0.06% 164
2024
Q3 		$1.5M Sell
43,930
-83
-0.2% -$2.7K 0.04% 217
2024
Q2 		$1.4M Sell
44,013
-4,081
-8% -$131K 0.04% 213
2024
Q1 		$1.56M Buy
48,094
+5,758
+14% +$180K 0.04% 213
2023
Q4 		$1.34M Buy
42,336
+12,074
+40% +$354K 0.04% 195
2023
Q3 		$882K Sell
30,262
-1,772
-6% -$54.1K 0.03% 239
2023
Q2 		$977K Sell
32,034
-2,508
-7% -$77.6K 0.04% 220
2023
Q1 		$1.07M Sell
34,542
-6,924
-17% -$214K 0.04% 208
2022
Q4 		$1.22M Buy
41,466
+5,092
+14% +$144K 0.06% 177
2022
Q3 		$948K Buy
36,374
+20,847
+134% +$611K 0.05% 194
2022
Q2 		$449K Sell
15,527
-32,224
-67% -$1.03M 0.02% 317
2022
Q1 		$1.68M Buy
47,751
+38,404
+411% +$1.36M 0.08% 128
2021
Q4 		$353K Buy
9,347
+213
+2% +$8.17K 0.02% 393
2021
Q3 		$352K Hold
9,134
– – 0.02% 374
2021
Q2 		$353K Sell
9,134
-469
-5% -$18.2K 0.02% 359
2021
Q1 		$359K Buy
9,603
+483
+5% +$17.8K 0.02% 324
2020
Q4 		$323K Buy
9,120
+13
+0.1% +$423 0.02% 329
2020
Q3 		$276K Sell
9,107
-3,900
-30% -$115K 0.02% 289
2020
Q2 		$356K Buy
13,007
+18
+0.1% +$465 0.03% 224
2020
Q1 		$296K Buy
+12,989
New +$364K 0.03% 211

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mission Wealth Management's GWX Position: Q1 2026 in Review

Mission Wealth Management reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 2.9% in Q1 2026, selling an estimated $93.9K and leaving 73,137 shares worth $3.09M. The position accounts for 0.06% of the portfolio, ranked #161.

Mission Wealth Management first reported a position in GWX in Q1 2020 and has held it in 25 quarters since. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

  • Mission Wealth Management held 73,137 shares of State Street SPDR S&P International Small Cap ETF worth $3.09M as of Q1 2026.
  • Mission Wealth Management sold 2,156 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $93.9K.
  • State Street SPDR S&P International Small Cap ETF made up 0.06% of Mission Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Mission Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.