PWG
GWX icon

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

Portside Wealth Group’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 		$2.02M Buy
46,267
+10,504
+29% +$475K 0.24% 92
2026
Q1 		$1.51M Buy
35,763
+1,847
+5% +$80.4K 0.21% 122
2025
Q4 		$1.39M Buy
33,916
+11,678
+53% +$470K 0.19% 124
2025
Q3 		$894K Buy
22,238
+1,071
+5% +$41.5K 0.12% 175
2025
Q2 		$787K Buy
21,167
+1,447
+7% +$49.6K 0.12% 187
2025
Q1 		$630K Buy
19,720
+1,392
+8% +$44.6K 0.1% 202
2024
Q4 		$568K Buy
18,328
+951
+5% +$30.7K 0.09% 210
2024
Q3 		$593K Buy
17,377
+1,630
+10% +$53.1K 0.1% 204
2024
Q2 		$500K Sell
15,747
-504
-3% -$16.2K 0.1% 213
2024
Q1 		$528K Sell
16,251
-786
-5% -$24.6K 0.1% 213
2023
Q4 		$541K Sell
17,037
-1,998
-10% -$58.6K 0.1% 199
2023
Q3 		$557K Sell
19,035
-771
-4% -$23.6K 0.1% 182
2023
Q2 		$604K Buy
+19,806
New +$613K 0.11% 178

Other funds holding GWX

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return