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

Spire Wealth Management’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	$1.18M	Buy	26,989 +63	+0.2%	+$2.85K	0.04%	355
2026 Q1	$1.14M	Sell	26,926 -2,282	-8%	-$99.3K	0.04%	364
2025 Q4	$1.19M	Sell	29,208 -1,590	-5%	-$63.9K	0.04%	358
2025 Q3	$1.24M	Buy	30,798 +387	+1%	+$15K	0.04%	339
2025 Q2	$1.13M	Sell	30,411 -1,180	-4%	-$40.5K	0.04%	343
2025 Q1	$1.01M	Buy	31,591 +647	+2%	+$20.7K	0.03%	395
2024 Q4	$959K	Buy	30,944 +1,662	+6%	+$53.6K	0.03%	403
2024 Q3	$999K	Buy	29,282 +2,206	+8%	+$71.9K	0.03%	375
2024 Q2	$859K	Buy	27,076 +1,012	+4%	+$32.5K	0.03%	375
2024 Q1	$847K	Buy	26,064 +2,970	+13%	+$92.8K	0.02%	409
2023 Q4	$703K	Buy	23,094 +1,136	+5%	+$33.3K	0.02%	439
2023 Q3	$640K	Buy	21,958 +1,058	+5%	+$32.3K	0.02%	429
2023 Q2	$638K	Sell	20,900 -599	-3%	-$18.5K	0.02%	437
2023 Q1	$666K	Buy	21,499 +634	+3%	+$19.6K	0.03%	431
2022 Q4	$614K	Hold	20,865	–	–	0.03%	323
2022 Q3	$544K	Sell	20,865 -1,584	-7%	-$46.4K	0.03%	313
2022 Q2	$649K	Sell	22,449 -1,584	-7%	-$50.8K	0.03%	411
2022 Q1	$845K	Hold	24,033	–	–	0.02%	426
2021 Q4	$908K	Sell	24,033 -2	-0%	-$77	0.02%	495
2021 Q3	$925K	Hold	24,035	–	–	0.02%	429
2021 Q2	$929K	Buy	24,035 +2	+0%	+$78	0.03%	450
2021 Q1	$898K	Buy	+24,033	New	+$884K	0.02%	475

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

Spire Wealth Management's GWX Position: Q2 2026 in Review

Spire Wealth Management increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.23% in Q2 2026, buying an estimated $2.85K and bringing the position to 26,989 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #355.

Spire Wealth Management first reported a position in GWX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.24M in Q3 2025. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Spire Wealth Management held 26,989 shares of State Street SPDR S&P International Small Cap ETF worth $1.18M as of Q2 2026.
Spire Wealth Management bought 63 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $2.85K.
State Street SPDR S&P International Small Cap ETF made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #355 holding.
Spire Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $1.24M in Q3 2025.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.