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 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 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

Seaside Wealth Management's GWX Position: Q1 2026 in Review

Seaside Wealth Management reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.66% in Q1 2026, selling an estimated $3.35K and leaving 11,639 shares worth $492K. The position accounts for 0.14% of the portfolio, ranked #40.

Seaside Wealth Management first reported a position in GWX in Q2 2022 and has held it in 16 quarters since. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Seaside Wealth Management held 11,639 shares of State Street SPDR S&P International Small Cap ETF worth $492K as of Q1 2026.
Seaside Wealth Management sold 77 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $3.35K.
State Street SPDR S&P International Small Cap ETF made up 0.14% of Seaside Wealth Management's portfolio in Q1 2026, its #40 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 16 quarters since.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.