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

Petersen Hastings 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	$464K	Sell	10,611 -403	-4%	-$18.2K	0.04%	56
2026 Q1	$465K	Sell	11,014 -152	-1%	-$6.62K	0.04%	54
2025 Q4	$456K	Buy	+11,166	New	+$449K	0.04%	55

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

Petersen Hastings Wealth Advisors's GWX Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 3.7% in Q2 2026, selling an estimated $18.2K and leaving 10,611 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #56.

Petersen Hastings Wealth Advisors first reported a position in GWX in Q4 2025 and has held it in 3 quarters since. The position peaked at $465K in Q1 2026. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Petersen Hastings Wealth Advisors held 10,611 shares of State Street SPDR S&P International Small Cap ETF worth $464K as of Q2 2026.
Petersen Hastings Wealth Advisors sold 403 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $18.2K.
State Street SPDR S&P International Small Cap ETF made up 0.04% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Petersen Hastings Wealth Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
Petersen Hastings Wealth Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $465K in Q1 2026.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.