Moisand Fitzgerald Tamayo’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Moisand Fitzgerald Tamayo’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	$104K	Sell	2,375 -190	-7%	-$8.59K	0.01%	159
2026 Q1	$108K	Sell	2,565 -64	-2%	-$2.79K	0.01%	144
2025 Q4	$107K	Sell	2,629 -584	-18%	-$23.5K	0.01%	146
2025 Q3	$129K	Hold	3,213	–	–	0.02%	139
2025 Q2	$119K	Sell	3,213 -82	-2%	-$2.81K	0.02%	141
2025 Q1	$105K	Sell	3,295 -252	-7%	-$8.07K	0.01%	144
2024 Q4	$110K	Sell	3,547 -377	-10%	-$12.2K	0.02%	139
2024 Q3	$134K	Sell	3,924 -108	-3%	-$3.52K	0.02%	130
2024 Q2	$128K	Sell	4,032 -381	-9%	-$12.2K	0.02%	125
2024 Q1	$143K	Sell	4,413 -251	-5%	-$7.85K	0.02%	117
2023 Q4	$148K	Sell	4,664 -1,404	-23%	-$41.2K	0.03%	113
2023 Q3	$177K	Sell	6,068 -218	-3%	-$6.66K	0.04%	104
2023 Q2	$192K	Sell	6,286 -494	-7%	-$15.3K	0.04%	101
2023 Q1	$210K	Sell	6,780 -24	-0.4%	-$740	0.04%	97
2022 Q4	$200K	Sell	6,804 -1,681	-20%	-$47.6K	0.05%	102
2022 Q3	$221K	Sell	8,485 -776	-8%	-$22.7K	0.06%	90
2022 Q2	$268K	Buy	9,261 +2,357	+34%	+$75.7K	0.07%	83
2022 Q1	$243K	Sell	6,904 -8,219	-54%	-$291K	0.11%	69
2021 Q4	$571K	Sell	15,123 -14,208	-48%	-$545K	0.16%	61
2021 Q3	$1.13M	Sell	29,331 -999	-3%	-$39K	0.38%	44
2021 Q2	$1.17M	Buy	30,330 +276	+0.9%	+$10.7K	0.43%	39
2021 Q1	$1.12M	Sell	30,054 -3,115	-9%	-$115K	0.49%	37
2020 Q4	$1.18M	Sell	33,169 -2,014	-6%	-$65.6K	0.53%	34
2020 Q3	$1.07M	Sell	35,183 -4,278	-11%	-$126K	0.55%	33
2020 Q2	$1.08M	Sell	39,461 -2,153	-5%	-$55.6K	0.59%	32
2020 Q1	$948K	Buy	41,614 +3,094	+8%	+$86.7K	0.62%	29
2019 Q4	$1.23M	Buy	38,520 +602	+2%	+$18.6K	0.63%	29
2019 Q3	$1.11M	Buy	37,918 +2,915	+8%	+$85.3K	0.6%	29
2019 Q2	$1.05M	Buy	35,003 +1,036	+3%	+$31.3K	0.57%	30
2019 Q1	$1.03M	Buy	33,967 +3,366	+11%	+$100K	0.57%	30
2018 Q4	$854K	Buy	30,601 +5,503	+22%	+$169K	0.53%	32
2018 Q3	$862K	Buy	25,098 +6,177	+33%	+$210K	0.48%	34
2018 Q2	$649K	Buy	18,921 +2,555	+16%	+$90.9K	0.38%	42
2018 Q1	$579K	Buy	+16,366	New	+$589K	0.34%	46

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

Moisand Fitzgerald Tamayo's GWX Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 7.4% in Q2 2026, selling an estimated $8.59K and leaving 2,375 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #159.

Moisand Fitzgerald Tamayo first reported a position in GWX in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.23M in Q4 2019. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Moisand Fitzgerald Tamayo held 2,375 shares of State Street SPDR S&P International Small Cap ETF worth $104K as of Q2 2026.
Moisand Fitzgerald Tamayo sold 190 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $8.59K.
State Street SPDR S&P International Small Cap ETF made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #159 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2018 and has held it in 34 quarters since.
Moisand Fitzgerald Tamayo's State Street SPDR S&P International Small Cap ETF position peaked at $1.23M in Q4 2019.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.