SWM
GWX icon

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

Seaside Wealth 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
Q2 		$516K Buy
11,780
+141
+1% +$6.38K 0.13% 41
2026
Q1 		$492K Sell
11,639
-77
-0.7% -$3.35K 0.14% 40
2025
Q4 		$479K Buy
11,716
+187
+2% +$7.52K 0.14% 41
2025
Q3 		$463K Sell
11,529
-1,077
-9% -$41.7K 0.14% 41
2025
Q2 		$469K Buy
12,606
+166
+1% +$5.69K 0.15% 40
2025
Q1 		$398K Hold
12,440
– – 0.14% 39
2024
Q4 		$385K Buy
12,440
+156
+1% +$5.04K 0.14% 39
2024
Q3 		$419K Hold
12,284
– – 0.16% 38
2024
Q2 		$390K Buy
12,284
+171
+1% +$5.49K 0.16% 38
2024
Q1 		$393K Hold
12,113
– – 0.17% 34
2023
Q4 		$385K Buy
12,113
+134
+1% +$3.93K 0.18% 33
2023
Q3 		$349K Hold
11,979
– – 0.18% 34
2023
Q2 		$365K Buy
11,979
+188
+2% +$5.82K 0.19% 34
2023
Q1 		$364K Hold
11,791
– – 0.22% 31
2022
Q4 		$347K Buy
11,791
+150
+1% +$4.25K 0.23% 31
2022
Q3 		$312K Sell
11,641
-1,425
-11% -$41.8K 0.22% 33
2022
Q2 		$403K Buy
+13,066
New +$419K 0.31% 26

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Seaside Wealth Management's GWX Position: Q2 2026 in Review

Seaside Wealth Management increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 1.2% in Q2 2026, buying an estimated $6.38K and bringing the position to 11,780 shares worth $516K. The position accounts for 0.13% of the portfolio, ranked #41.

Seaside Wealth Management first reported a position in GWX in Q2 2022 and has held it in 17 quarters since. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • Seaside Wealth Management held 11,780 shares of State Street SPDR S&P International Small Cap ETF worth $516K as of Q2 2026.
  • Seaside Wealth Management bought 141 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $6.38K.
  • State Street SPDR S&P International Small Cap ETF made up 0.13% of Seaside Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Seaside Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.