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

Sequoia Financial 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	$330K	Sell	7,531 -147	-2%	-$6.65K	﹤0.01%	1610
2026 Q1	$324K	Hold	7,678	–	–	﹤0.01%	1530
2025 Q4	$314K	Sell	7,678 -63	-0.8%	-$2.53K	﹤0.01%	1538
2025 Q3	$311K	Hold	7,741	–	–	﹤0.01%	1379
2025 Q2	$288K	Hold	7,741	–	–	﹤0.01%	1284
2025 Q1	$247K	Buy	+7,741	New	+$248K	﹤0.01%	1163

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

Sequoia Financial Advisors's GWX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 1.9% in Q2 2026, selling an estimated $6.65K and leaving 7,531 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Sequoia Financial Advisors first reported a position in GWX in Q1 2025 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Sequoia Financial Advisors held 7,531 shares of State Street SPDR S&P International Small Cap ETF worth $330K as of Q2 2026.
Sequoia Financial Advisors sold 147 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $6.65K.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1610 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2025 and has held it in 6 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.