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Richard W. Paul & Associates’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Richard W. Paul & Associates’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 		$119K Buy
2,711
+17
+0.6% +$769 0.04% 159
2026
Q1 		$114K Sell
2,694
-169
-6% -$7.36K 0.04% 164
2025
Q4 		$117K Sell
2,863
-312
-10% -$12.5K 0.04% 163
2025
Q3 		$128K Sell
3,175
-481
-13% -$18.6K 0.04% 168
2025
Q2 		$136K Sell
3,656
-424
-10% -$14.5K 0.05% 177
2025
Q1 		$130K Sell
4,080
-175
-4% -$5.61K 0.05% 175
2024
Q4 		$132K Sell
4,255
-51
-1% -$1.65K 0.05% 183
2024
Q3 		$147K Sell
4,306
-388
-8% -$12.6K 0.05% 179
2024
Q2 		$149K Buy
4,694
+100
+2% +$3.21K 0.06% 179
2024
Q1 		$149K Sell
4,594
-1,140
-20% -$35.6K 0.06% 178
2023
Q4 		$182K Sell
5,734
-193
-3% -$5.66K 0.08% 167
2023
Q3 		$173K Sell
5,927
-886
-13% -$27.1K 0.08% 165
2023
Q2 		$208K Sell
6,813
-208
-3% -$6.44K 0.09% 168
2023
Q1 		$217K Buy
7,021
+1,067
+18% +$32.9K 0.1% 159
2022
Q4 		$175K Buy
+5,954
New +$169K 0.09% 176

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

Richard W. Paul & Associates's GWX Position: Q2 2026 in Review

Richard W. Paul & Associates increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.63% in Q2 2026, buying an estimated $769 and bringing the position to 2,711 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #159.

Richard W. Paul & Associates first reported a position in GWX in Q4 2022 and has held it in 15 quarters since. The position peaked at $217K in Q1 2023. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • Richard W. Paul & Associates held 2,711 shares of State Street SPDR S&P International Small Cap ETF worth $119K as of Q2 2026.
  • Richard W. Paul & Associates bought 17 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $769.
  • State Street SPDR S&P International Small Cap ETF made up 0.04% of Richard W. Paul & Associates's portfolio in Q2 2026, its #159 holding.
  • Richard W. Paul & Associates first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's State Street SPDR S&P International Small Cap ETF position peaked at $217K in Q1 2023.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.