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

Simplicity Wealth’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	$2.17M	Buy	49,632 +4,370	+10%	+$198K	0.07%	261
2026 Q1	$1.91M	Buy	45,262 +8,360	+23%	+$364K	0.11%	187
2025 Q4	$1.51M	Buy	36,902 +6,508	+21%	+$262K	0.09%	215
2025 Q3	$1.22M	Sell	30,394 -15,918	-34%	-$616K	0.07%	258
2025 Q2	$1.72M	Buy	+46,312	New	+$1.59M	0.07%	234
2024 Q3	–	Sell	-30,613	Closed	-$972K	–	780
2024 Q2	$972K	Buy	30,613 +787	+3%	+$25.2K	0.02%	539
2024 Q1	$969K	Buy	+29,826	New	+$932K	0.02%	527

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

Simplicity Wealth's GWX Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 9.7% in Q2 2026, buying an estimated $198K and bringing the position to 49,632 shares worth $2.17M. The position accounts for 0.07% of the portfolio, ranked #261.

Simplicity Wealth first reported a position in GWX in Q1 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Simplicity Wealth held 49,632 shares of State Street SPDR S&P International Small Cap ETF worth $2.17M as of Q2 2026.
Simplicity Wealth bought 4,370 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $198K.
State Street SPDR S&P International Small Cap ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #261 holding.
Simplicity Wealth first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2024 and has held it in 7 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 Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.