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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
Q2 		$200K Buy
+4,575
New +$207K 0.09% 116

Other funds holding GWX

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM

Spectrum Planning & Advisory Services's GWX Position: Q2 2026 in Review

Spectrum Planning & Advisory Services opened a new position in State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026: 4,575 shares worth $200K. The stake represents 0.09% of the portfolio and ranks #116 among its holdings.

40 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • Spectrum Planning & Advisory Services held 4,575 shares of State Street SPDR S&P International Small Cap ETF worth $200K as of Q2 2026.
  • State Street SPDR S&P International Small Cap ETF was a new Spectrum Planning & Advisory Services position in Q2 2026.
  • State Street SPDR S&P International Small Cap ETF made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #116 holding.
  • 40 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.