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Pinnacle Wealth Planning Services’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Pinnacle Wealth Planning Services’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 		$172K Sell
3,936
-191
-5% -$8.64K 0.02% 588
2026
Q1 		$174K Sell
4,127
-85
-2% -$3.7K 0.02% 527
2025
Q4 		$172K Sell
4,212
-1,105
-21% -$44.4K 0.02% 519
2025
Q3 		$214K Buy
+5,317
New +$206K 0.03% 433
2024
Q1 		– Sell
-424,982
Closed -$671K – 519
2023
Q4 		$671K Buy
424,982
+52,135
+14% +$1.53M 0.11% 126
2023
Q3 		$599K Buy
372,847
+6,100
+2% +$186K 0.1% 132
2023
Q2 		$604K Buy
366,747
+24,587
+7% +$761K 0.1% 139
2023
Q1 		$627K Buy
342,160
+95,467
+39% +$2.95M 0.1% 137
2022
Q4 		$524K Sell
246,693
-1,272
-0.5% -$36K 0.09% 154
2022
Q3 		$525K Sell
247,965
-10,851
-4% -$318K 0.1% 135
2022
Q2 		$497K Sell
258,816
-44,655
-15% -$1.43M 0.09% 154
2022
Q1 		$673K Sell
303,471
-33,520
-10% -$1.19M 0.12% 128
2021
Q4 		$1.3M Buy
336,991
+322,706
+2,259% +$12.4M 0.25% 70
2021
Q3 		$550K Sell
14,285
-995
-7% -$38.8K 0.12% 128
2021
Q2 		$590K Sell
15,280
-120
-0.8% -$4.66K 0.14% 121
2021
Q1 		$576K Sell
15,400
-5,005
-25% -$184K 0.15% 108
2020
Q4 		$722K Sell
20,405
-720
-3% -$23.4K 0.17% 83
2020
Q3 		$641K Sell
21,125
-10,422
-33% -$306K 0.21% 83
2020
Q2 		$863K Sell
31,547
-37,265
-54% -$962K 0.28% 66
2020
Q1 		$1.4M Buy
68,812
+9,302
+16% +$261K 0.67% 33
2019
Q4 		$1.9M Sell
59,510
-8,539
-13% -$263K 0.89% 20
2019
Q3 		$1.7M Buy
68,049
+16,883
+33% +$494K 0.93% 18
2019
Q2 		$1.53M Buy
51,166
+3,941
+8% +$119K 0.93% 17
2019
Q1 		$1.43M Buy
47,225
+8,900
+23% +$266K 0.96% 18
2018
Q4 		$1.07M Buy
38,325
+9,610
+33% +$295K 0.68% 28
2018
Q3 		$987K Buy
28,715
+7,005
+32% +$239K 0.9% 26
2018
Q2 		$745K Buy
21,710
+1,400
+7% +$49.8K 0.72% 36
2018
Q1 		$719K Buy
+20,310
New +$731K 0.74% 40

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pinnacle Wealth Planning Services's GWX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 4.6% in Q2 2026, selling an estimated $8.64K and leaving 3,936 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #588.

Pinnacle Wealth Planning Services first reported a position in GWX in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.9M in Q4 2019. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,936 shares of State Street SPDR S&P International Small Cap ETF worth $172K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 191 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $8.64K.
  • State Street SPDR S&P International Small Cap ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #588 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2018 and has held it in 28 quarters since.
  • Pinnacle Wealth Planning Services's State Street SPDR S&P International Small Cap ETF position peaked at $1.9M in Q4 2019.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.