Sage Mountain Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Sage Mountain Advisors’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	$52.4K	Hold	1,198	–	–	﹤0.01%	268
2026 Q1	$50.6K	Hold	1,198	–	–	﹤0.01%	246
2025 Q4	$49K	Hold	1,198	–	–	﹤0.01%	529
2025 Q3	$48.1K	Hold	1,198	–	–	﹤0.01%	516
2025 Q2	$44.5K	Hold	1,198	–	–	﹤0.01%	462
2025 Q1	$38.3K	Hold	1,198	–	–	﹤0.01%	442
2024 Q4	$37.1K	Hold	1,198	–	–	﹤0.01%	437
2024 Q3	$40.9K	Sell	1,198 -19	-2%	-$619	﹤0.01%	446
2024 Q2	$38.6K	Buy	1,217 +976	+405%	+$31.3K	﹤0.01%	392
2024 Q1	$7.83K	Hold	241	–	–	﹤0.01%	398
2023 Q4	$7.65K	Hold	241	–	–	﹤0.01%	339
2023 Q3	$7.02K	Hold	241	–	–	﹤0.01%	336
2023 Q2	$7.35K	Hold	241	–	–	﹤0.01%	329
2023 Q1	$7.46K	Hold	241	–	–	﹤0.01%	311
2022 Q4	$7.09K	Hold	241	–	–	﹤0.01%	272
2022 Q3	$6K	Sell	241 -15	-6%	-$440	﹤0.01%	360
2022 Q2	$7K	Sell	256 -17	-6%	-$546	﹤0.01%	591
2022 Q1	$10K	Hold	273	–	–	﹤0.01%	602
2021 Q4	$10K	Sell	273 -20	-7%	-$767	﹤0.01%	667
2021 Q3	$11K	Buy	293 +20	+7%	+$781	﹤0.01%	562
2021 Q2	$11K	Buy	273 +226	+481%	+$8.78K	﹤0.01%	515
2021 Q1	$2K	Buy	+47	New	+$1.73K	﹤0.01%	459

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

Sage Mountain Advisors's GWX Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q2 2026 at 1,198 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Sage Mountain Advisors first reported a position in GWX in Q1 2021 and has held it in 22 quarters since. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Sage Mountain Advisors held 1,198 shares of State Street SPDR S&P International Small Cap ETF worth $52.4K as of Q2 2026.
Sage Mountain Advisors left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #268 holding.
Sage Mountain Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2021 and has held it in 22 quarters since.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.