Rockefeller Capital Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Rockefeller Capital Management’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	$61.4K	Hold	1,454	–	–	﹤0.01%	3160
2025 Q4	$59.4K	Buy	1,454 +3	+0.2%	+$121	﹤0.01%	2991
2025 Q3	$58.3K	Buy	+1,451	New	+$56.2K	﹤0.01%	2829
2023 Q4	–	Sell	-12,954	Closed	-$377K	–	1566
2023 Q3	$377K	Buy	12,954 +898	+7%	+$27.4K	﹤0.01%	1366
2023 Q2	$368K	Buy	12,056 +2,518	+26%	+$78K	﹤0.01%	1458
2023 Q1	$295K	Buy	+9,538	New	+$294K	﹤0.01%	1586
2022 Q4	–	Sell	-46	Closed	-$1K	–	4004
2022 Q3	$1K	Buy	+46	New	+$1.35K	﹤0.01%	3723
2022 Q1	–	Sell	-133	Closed	-$5K	–	3951
2021 Q4	$5K	Sell	133 -299	-69%	-$11.5K	﹤0.01%	3268
2021 Q3	$16K	Hold	432	–	–	﹤0.01%	2682
2021 Q2	$16K	Buy	+432	New	+$16.8K	﹤0.01%	2579

Other funds holding GWX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Rockefeller Capital Management's GWX Position: Q1 2026 in Review

Rockefeller Capital Management held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q1 2026 at 1,454 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3160.

Rockefeller Capital Management first reported a position in GWX in Q2 2021 and has held it in 10 quarters since. The position peaked at $377K in Q3 2023. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Rockefeller Capital Management held 1,454 shares of State Street SPDR S&P International Small Cap ETF worth $61.4K as of Q1 2026.
Rockefeller Capital Management left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3160 holding.
Rockefeller Capital Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2021 and has held it in 10 quarters since.
Rockefeller Capital Management's State Street SPDR S&P International Small Cap ETF position peaked at $377K in Q3 2023.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.