Spectrum Planning & Advisory Services’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Spectrum Planning & Advisory 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 Q3	$243K	Buy	5,332 +757	+17%	+$34.2K	0.1%	117
2026 Q2	$200K	Buy	+4,575	New	+$207K	0.09%	116

Other funds holding GWX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.17% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Spectrum Planning & Advisory Services's GWX Position: Q3 2026 in Review

Spectrum Planning & Advisory Services increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 17% in Q3 2026, buying an estimated $34.2K and bringing the position to 5,332 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #117.

Spectrum Planning & Advisory Services first reported a position in GWX in Q2 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold GWX as of Q3 2026.

Spectrum Planning & Advisory Services held 5,332 shares of State Street SPDR S&P International Small Cap ETF worth $243K as of Q3 2026.
Spectrum Planning & Advisory Services bought 757 State Street SPDR S&P International Small Cap ETF shares in Q3 2026, an estimated $34.2K.
State Street SPDR S&P International Small Cap ETF made up 0.1% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #117 holding.
Spectrum Planning & Advisory Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2026 and has held it in 2 quarters since.
155 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.