Optima Capital’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Optima Capital’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	–	Sell	-186	Closed	-$7.6K	–	639
2025 Q4	$7.6K	Buy	+186	New	+$7.48K	﹤0.01%	555

Other funds holding GWX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Optima Capital's GWX Position: Q1 2026 in Review

Optima Capital sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2026, closing a stake of 186 shares — an estimated $7.6K sold.

Optima Capital first reported a position in GWX in Q4 2025 and held it in 1 quarter. The position peaked at $7.6K in Q4 2025. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Optima Capital reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 186 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $7.6K.
Optima Capital first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's State Street SPDR S&P International Small Cap ETF position peaked at $7.6K in Q4 2025.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.