Principal Securities’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Principal Securities’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	$1.87M	Buy	42,676 +22,964	+116%	+$1.04M	0.02%	579
2026 Q1	$832K	Buy	19,712 +9,511	+93%	+$414K	0.01%	785
2025 Q4	$417K	Buy	10,201 +6,446	+172%	+$259K	0.01%	1005
2025 Q3	$151K	Buy	3,755 +5	+0.1%	+$194	﹤0.01%	1414
2025 Q2	$139K	Buy	3,750 +111	+3%	+$3.81K	﹤0.01%	1392
2025 Q1	$113K	Hold	3,639	–	–	﹤0.01%	1386
2024 Q4	$113K	Sell	3,639 -184	-5%	-$5.94K	﹤0.01%	1386
2024 Q3	$130K	Sell	3,823 -1,068	-22%	-$34.8K	﹤0.01%	1275
2024 Q2	$155K	Buy	4,891 +3,711	+314%	+$119K	﹤0.01%	1144
2024 Q1	$38.3K	Hold	1,180	–	–	﹤0.01%	1695
2023 Q4	$37.5K	Buy	+1,180	New	+$34.6K	﹤0.01%	1615

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

Principal Securities's GWX Position: Q2 2026 in Review

Principal Securities increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 116% in Q2 2026, buying an estimated $1.04M and bringing the position to 42,676 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #579.

Principal Securities first reported a position in GWX in Q4 2023 and has held it in 11 quarters since. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Principal Securities held 42,676 shares of State Street SPDR S&P International Small Cap ETF worth $1.87M as of Q2 2026.
Principal Securities bought 22,964 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $1.04M.
State Street SPDR S&P International Small Cap ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #579 holding.
Principal Securities first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.