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

Sowell Financial Services’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	$286K	Buy	6,545 +615	+10%	+$27.8K	0.01%	891
2026 Q1	$250K	Buy	5,930 +827	+16%	+$36K	0.01%	911
2025 Q4	$208K	Buy	5,103 +66	+1%	+$2.65K	0.01%	1016
2025 Q3	$202K	Buy	+5,037	New	+$195K	0.01%	1000
2021 Q2	–	Sell	-1,741	Closed	-$67K	–	1444
2021 Q1	$67K	Buy	1,741 +129	+8%	+$4.74K	﹤0.01%	1534
2020 Q4	$57K	Sell	1,612 -96	-6%	-$3.13K	﹤0.01%	1348
2020 Q3	$52K	Sell	1,708 -12	-0.7%	-$353	﹤0.01%	1193
2020 Q2	$47K	Sell	1,720 -1,116	-39%	-$28.8K	﹤0.01%	1174
2020 Q1	$65K	Buy	2,836 +411	+17%	+$11.5K	﹤0.01%	963
2019 Q4	$77K	Sell	2,425 -5,749	-70%	-$177K	0.01%	984
2019 Q3	$240K	Buy	+8,174	New	+$239K	0.02%	587
2019 Q1	$316K	Buy	10,408 +283	+3%	+$8.45K	0.04%	446
2018 Q4	$283K	Buy	+10,125	New	+$311K	0.04%	398

Other funds holding GWX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Sowell Financial Services's GWX Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 10% in Q2 2026, buying an estimated $27.8K and bringing the position to 6,545 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #891.

Sowell Financial Services first reported a position in GWX in Q4 2018 and has held it in 13 quarters since. The position peaked at $316K in Q1 2019. 266 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Sowell Financial Services held 6,545 shares of State Street SPDR S&P International Small Cap ETF worth $286K as of Q2 2026.
Sowell Financial Services bought 615 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $27.8K.
State Street SPDR S&P International Small Cap ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #891 holding.
Sowell Financial Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and has held it in 13 quarters since.
Sowell Financial Services's State Street SPDR S&P International Small Cap ETF position peaked at $316K in Q1 2019.
266 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.