Richardson Financial Services’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Richardson Financial 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	$767K	Buy	17,521 +81	+0.5%	+$3.66K	0.43%	54
2026 Q1	$736K	Sell	17,440 -1,858	-10%	-$80.9K	0.46%	52
2025 Q4	$953K	Sell	19,298 -206	-1%	-$8.28K	0.31%	40
2025 Q3	$784K	Sell	19,504 -1,170	-6%	-$45.3K	0.49%	51
2025 Q2	$768K	Sell	20,674 -2,263	-10%	-$77.6K	0.52%	50
2025 Q1	$733K	Buy	22,937 +62	+0.3%	+$1.99K	0.56%	40
2024 Q4	$709K	Sell	22,875 -273	-1%	-$8.81K	0.5%	51
2024 Q3	$736K	Buy	23,148 +416	+2%	+$13.6K	0.47%	56
2024 Q2	$722K	Buy	22,732 +374	+2%	+$12K	0.52%	51
2024 Q1	$726K	Sell	22,358 -1,370	-6%	-$42.8K	0.51%	52
2023 Q4	$754K	Buy	+23,728	New	+$696K	0.66%	44

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

Richardson Financial Services's GWX Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.46% in Q2 2026, buying an estimated $3.66K and bringing the position to 17,521 shares worth $767K. The position accounts for 0.43% of the portfolio, ranked #54.

Richardson Financial Services first reported a position in GWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $953K in Q4 2025. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Richardson Financial Services held 17,521 shares of State Street SPDR S&P International Small Cap ETF worth $767K as of Q2 2026.
Richardson Financial Services bought 81 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $3.66K.
State Street SPDR S&P International Small Cap ETF made up 0.43% of Richardson Financial Services's portfolio in Q2 2026, its #54 holding.
Richardson Financial Services 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.
Richardson Financial Services's State Street SPDR S&P International Small Cap ETF position peaked at $953K in Q4 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.