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

Narus Financial Partners’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
2025 Q4	–	Sell	-5,342	Closed	-$215K	–	164
2025 Q3	$215K	Buy	+5,342	New	+$207K	0.06%	163

Other funds holding GWX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Narus Financial Partners's GWX Position: Q4 2025 in Review

Narus Financial Partners sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2025, closing a stake of 5,342 shares — an estimated $215K sold.

Narus Financial Partners first reported a position in GWX in Q3 2025 and held it in 1 quarter. The position peaked at $215K in Q3 2025. 250 funds tracked by Wall St. Rank hold GWX as of Q4 2025.

Narus Financial Partners reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2025 after selling out during the quarter.
Narus Financial Partners sold 5,342 State Street SPDR S&P International Small Cap ETF shares in Q4 2025, an estimated $215K.
Narus Financial Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2025 and held it in 1 quarter.
Narus Financial Partners's State Street SPDR S&P International Small Cap ETF position peaked at $215K in Q3 2025.
250 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2025.

Based on Narus Financial Partners's 13F filing for Q4 2025, filed 9 Feb 2026.