Safe Harbor Fiduciary’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Safe Harbor Fiduciary’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	–	Sell	-274	Closed	-$11.2K	–	105
2025 Q4	$11.2K	Buy	+274	New	+$11K	0.01%	150
2025 Q2	$9.7K	Buy	261 +35	+15%	+$1.2K	0.01%	160
2025 Q1	$7.22K	Buy	226 +1	+0.4%	+$32	0.01%	150
2024 Q4	$6.97K	Buy	225 +3	+1%	+$97	0.01%	138
2024 Q3	$7.58K	Buy	+222	New	+$7.23K	0.01%	141

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

Safe Harbor Fiduciary's GWX Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2026, closing a stake of 274 shares — an estimated $11.2K sold.

Safe Harbor Fiduciary first reported a position in GWX in Q3 2024 and held it in 5 quarters. The position peaked at $11.2K in Q4 2025. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Safe Harbor Fiduciary reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 274 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $11.2K.
Safe Harbor Fiduciary first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2024 and held it in 5 quarters.
Safe Harbor Fiduciary's State Street SPDR S&P International Small Cap ETF position peaked at $11.2K in Q4 2025.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.