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

Outlook Wealth Advisors’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	$414K	Sell	9,474 -26	-0.3%	-$1.18K	0.09%	206
2026 Q1	$401K	Sell	9,500 -670	-7%	-$29.2K	0.1%	201
2025 Q4	$416K	Buy	10,170 +172	+2%	+$6.92K	0.09%	183
2025 Q3	$402K	Sell	9,998 -575	-5%	-$22.3K	0.1%	184
2025 Q2	$393K	Sell	10,573 -958	-8%	-$32.8K	0.1%	184
2025 Q1	$369K	Sell	11,531 -369	-3%	-$11.8K	0.1%	190
2024 Q4	$369K	Buy	11,900 +543	+5%	+$17.5K	0.11%	194
2024 Q3	$388K	Sell	11,357 -157	-1%	-$5.12K	0.11%	166
2024 Q2	$2.21M	Buy	11,514 +123	+1%	+$3.94K	0.69%	31
2024 Q1	$370K	Sell	11,391 -1,719	-13%	-$53.7K	0.11%	173
2023 Q4	$416K	Sell	13,110 -46	-0.3%	-$1.35K	0.15%	137
2023 Q3	$383K	Buy	13,156 +170	+1%	+$5.19K	0.15%	143
2023 Q2	$396K	Buy	12,986 +65	+0.5%	+$2.01K	0.15%	143
2023 Q1	$400K	Buy	12,921 +2,769	+27%	+$85.4K	0.18%	133
2022 Q4	$299K	Buy	10,152 +8	+0.1%	+$226	0.14%	133
2022 Q3	$264K	Sell	10,144 -249	-2%	-$7.3K	0.12%	155
2022 Q2	$301K	Sell	10,393 -428	-4%	-$13.7K	0.12%	153
2022 Q1	$380K	Sell	10,821 -71	-0.7%	-$2.51K	0.13%	151
2021 Q4	$411K	Sell	10,892 -86	-0.8%	-$3.3K	0.12%	150
2021 Q3	$422K	Sell	10,978 -46	-0.4%	-$1.8K	0.14%	157
2021 Q2	$426K	Sell	11,024 -242	-2%	-$9.4K	0.14%	161
2021 Q1	$421K	Sell	11,266 -257	-2%	-$9.45K	0.15%	156
2020 Q4	$408K	Sell	11,523 -269	-2%	-$8.76K	0.15%	145
2020 Q3	$358K	Sell	11,792 -758	-6%	-$22.3K	0.14%	138
2020 Q2	$343K	Sell	12,550 -771	-6%	-$19.9K	0.15%	138
2020 Q1	$303K	Buy	13,321 +558	+4%	+$15.6K	0.17%	120
2019 Q4	$407K	Sell	12,763 -937	-7%	-$28.9K	0.23%	92
2019 Q3	$403K	Sell	13,700 -771	-5%	-$22.6K	0.24%	92
2019 Q2	$433K	Sell	14,471 -1,244	-8%	-$37.5K	0.29%	88
2019 Q1	$476K	Sell	15,715 -53,925	-77%	-$1.61M	0.39%	71
2018 Q4	$1.94M	Buy	+69,640	New	+$2.14M	0.89%	23

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

Outlook Wealth Advisors's GWX Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.27% in Q2 2026, selling an estimated $1.18K and leaving 9,474 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #206.

Outlook Wealth Advisors first reported a position in GWX in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.21M in Q2 2024. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Outlook Wealth Advisors held 9,474 shares of State Street SPDR S&P International Small Cap ETF worth $414K as of Q2 2026.
Outlook Wealth Advisors sold 26 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $1.18K.
State Street SPDR S&P International Small Cap ETF made up 0.09% of Outlook Wealth Advisors's portfolio in Q2 2026, its #206 holding.
Outlook Wealth Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and has held it in 31 quarters since.
Outlook Wealth Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $2.21M in Q2 2024.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.