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 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 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 $18.1B AUM 15% 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 $4.2B AUM 18.37% 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

Pinnacle Wealth Planning Services's GWX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 2% in Q1 2026, selling an estimated $3.7K and leaving 4,127 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #527.

Pinnacle Wealth Planning Services first reported a position in GWX in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.9M in Q4 2019. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Pinnacle Wealth Planning Services held 4,127 shares of State Street SPDR S&P International Small Cap ETF worth $174K as of Q1 2026.
Pinnacle Wealth Planning Services sold 85 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $3.7K.
State Street SPDR S&P International Small Cap ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #527 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 27 quarters since.
Pinnacle Wealth Planning Services's State Street SPDR S&P International Small Cap ETF position peaked at $1.9M in Q4 2019.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.