RFS
GWX icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return