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

Phillips Financial Management’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 Q2	–	Sell	-250	Closed	-$8K	–	284
2025 Q1	$8K	Hold	250	–	–	﹤0.01%	248
2024 Q4	$7.76K	Buy	250 +3	+1%	+$97	﹤0.01%	245
2024 Q3	$8.44K	Hold	247	–	–	﹤0.01%	258
2024 Q2	$7.85K	Buy	247 +3	+1%	+$96	﹤0.01%	251
2024 Q1	$7.92K	Hold	244	–	–	﹤0.01%	245
2023 Q4	$7.74K	Buy	244 +3	+1%	+$88	﹤0.01%	230
2023 Q3	$7.03K	Hold	241	–	–	﹤0.01%	227
2023 Q2	$7.36K	Buy	241 +4	+2%	+$124	﹤0.01%	224
2023 Q1	$7.35K	Hold	237	–	–	﹤0.01%	225
2022 Q4	$6.98K	Buy	237 +3	+1%	+$85	﹤0.01%	212
2022 Q3	$6K	Buy	+234	New	+$6.86K	﹤0.01%	212

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Phillips Financial Management's GWX Position: Q2 2025 in Review

Phillips Financial Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2025, closing a stake of 250 shares — an estimated $8K sold.

Phillips Financial Management first reported a position in GWX in Q3 2022 and held it in 11 quarters. The position peaked at $8.44K in Q3 2024. 221 funds tracked by Wall St. Rank hold GWX as of Q2 2025.

Phillips Financial Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2025 after selling out during the quarter.
Phillips Financial Management sold 250 State Street SPDR S&P International Small Cap ETF shares in Q2 2025, an estimated $8K.
Phillips Financial Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2022 and held it in 11 quarters.
Phillips Financial Management's State Street SPDR S&P International Small Cap ETF position peaked at $8.44K in Q3 2024.
221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2025.

Based on Phillips Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.