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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$29.6K Buy
+649
New +$29.3K ﹤0.01% 1351
2026
Q2
– Sell
-649
Closed -$27.4K – 1577
2026
Q1
$27.4K Sell
649
-10
-2% -$435 ﹤0.01% 1159
2025
Q4
$26.9K Sell
659
-364
-36% -$14.6K ﹤0.01% 1016
2025
Q3
$41.1K Buy
+1,023
New +$39.6K ﹤0.01% 743

Other funds holding GWX

Root Financial Partners's GWX Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2026: 649 shares worth $29.6K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GWX as recently as Q1 2026.

Root Financial Partners first reported a position in GWX in Q3 2025 and has held it in 4 quarters since. The position peaked at $41.1K in Q3 2025. 249 funds tracked by Wall St. Rank hold GWX as of Q3 2026.

  • Root Financial Partners held 649 shares of State Street SPDR S&P International Small Cap ETF worth $29.6K as of Q3 2026.
  • State Street SPDR S&P International Small Cap ETF was a new Root Financial Partners position in Q3 2026.
  • State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1351 holding.
  • Root Financial Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's State Street SPDR S&P International Small Cap ETF position peaked at $41.1K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.