Steward Partners Investment Advisory’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Steward Partners Investment Advisory’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	$2.67K	Hold	61	–	–	﹤0.01%	4165
2026 Q1	$2.58K	Hold	61	–	–	﹤0.01%	3980
2025 Q4	$2.49K	Sell	61 -362	-86%	-$14.6K	﹤0.01%	3901
2025 Q3	$17K	Buy	423 +362	+593%	+$14K	﹤0.01%	3162
2025 Q2	$2.27K	Hold	61	–	–	﹤0.01%	3705
2025 Q1	$1.95K	Buy	+61	New	+$1.95K	﹤0.01%	3649
2020 Q1	–	Sell	-3,500	Closed	-$111K	–	2583
2019 Q4	$111K	Buy	+3,500	New	+$108K	﹤0.01%	1096
2019 Q3	–	Sell	-127	Closed	-$3K	–	2672
2019 Q2	$3K	Buy	+127	New	+$3.83K	﹤0.01%	2355
2018 Q4	–	Sell	-1,687	Closed	-$58K	–	1332
2018 Q3	$58K	Buy	1,687 +90	+6%	+$3.06K	﹤0.01%	1142
2018 Q2	$55K	Sell	1,597 -2,054	-56%	-$73.1K	﹤0.01%	1068
2018 Q1	$129K	Sell	3,651 -1,271	-26%	-$45.7K	0.01%	712
2017 Q4	$174K	Buy	4,922 +268	+6%	+$9.52K	0.01%	541
2017 Q3	$162K	Buy	4,654 +4,377	+1,580%	+$150K	0.02%	475
2017 Q2	$9K	Buy	+277	New	+$9.01K	﹤0.01%	1066

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

Steward Partners Investment Advisory's GWX Position: Q2 2026 in Review

Steward Partners Investment Advisory held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q2 2026 at 61 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #4165.

Steward Partners Investment Advisory first reported a position in GWX in Q2 2017 and has held it in 14 quarters since. The position peaked at $174K in Q4 2017. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Steward Partners Investment Advisory held 61 shares of State Street SPDR S&P International Small Cap ETF worth $2.67K as of Q2 2026.
Steward Partners Investment Advisory left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4165 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2017 and has held it in 14 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P International Small Cap ETF position peaked at $174K in Q4 2017.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.