N.E.W. Advisory Services’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

N.E.W. Advisory Services’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	$9.79M	Sell	223,623 -4,879	-2%	-$221K	0.65%	32
2026 Q1	$9.65M	Sell	228,502 -9,189	-4%	-$400K	0.72%	28
2025 Q4	$9.71M	Buy	237,691 +46,095	+24%	+$1.85M	0.72%	30
2025 Q3	$7.7M	Sell	191,596 -11,852	-6%	-$459K	0.69%	24
2025 Q2	$7.56M	Sell	203,448 -138,600	-41%	-$4.75M	0.73%	23
2025 Q1	$10.9M	Buy	342,048 +11,816	+4%	+$379K	0.84%	31
2024 Q4	$10.2M	Sell	330,232 -77,248	-19%	-$2.49M	0.97%	23
2024 Q3	$13.9M	Sell	407,480 -18,290	-4%	-$596K	1.37%	19
2024 Q2	$13.5M	Sell	425,770 -5,588	-1%	-$179K	1.46%	19
2024 Q1	$14M	Sell	431,358 -11,891	-3%	-$372K	1.55%	16
2023 Q4	$14.1M	Buy	443,249 +5,503	+1%	+$161K	1.7%	14
2023 Q3	$12.8M	Buy	437,746 +34,101	+8%	+$1.04M	1.81%	15
2023 Q2	$12.3M	Sell	403,645 -5,750	-1%	-$178K	1.72%	15
2023 Q1	$12.7M	Buy	409,395 +5,778	+1%	+$178K	1.84%	13
2022 Q4	$11.9M	Buy	403,617 +57,388	+17%	+$1.62M	1.86%	15
2022 Q3	$9.03M	Buy	346,229 +27,661	+9%	+$811K	1.64%	15
2022 Q2	$9.22M	Sell	318,568 -44,550	-12%	-$1.43M	1.61%	15
2022 Q1	$13.6M	Sell	363,118 -57,252	-14%	-$2.02M	2.57%	10
2021 Q4	$15.9M	Sell	420,370 -4,774	-1%	-$183K	2.4%	11
2021 Q3	$16.4M	Buy	425,144 +19,248	+5%	+$752K	2.67%	11
2021 Q2	$15.7M	Buy	405,896 +36,468	+10%	+$1.42M	2.63%	11
2021 Q1	$14M	Buy	369,428 +35,953	+11%	+$1.32M	2.62%	10
2020 Q4	$11.8M	Buy	333,475 +839	+0.3%	+$27.3K	2.48%	12
2020 Q3	$10.1M	Sell	332,636 -11,867	-3%	-$349K	2.85%	11
2020 Q2	$9.42M	Buy	+344,503	New	+$8.9M	2.93%	11
2019 Q4	$9.12M	Buy	+286,718	New	+$8.85M	2.96%	10

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

N.E.W. Advisory Services's GWX Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 2.1% in Q2 2026, selling an estimated $221K and leaving 223,623 shares worth $9.79M. The position accounts for 0.65% of the portfolio, ranked #32.

N.E.W. Advisory Services first reported a position in GWX in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.4M in Q3 2021. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

N.E.W. Advisory Services held 223,623 shares of State Street SPDR S&P International Small Cap ETF worth $9.79M as of Q2 2026.
N.E.W. Advisory Services sold 4,879 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $221K.
State Street SPDR S&P International Small Cap ETF made up 0.65% of N.E.W. Advisory Services's portfolio in Q2 2026, its #32 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's State Street SPDR S&P International Small Cap ETF position peaked at $16.4M in Q3 2021.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.