Stonehaven Wealth & Tax Solutions’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$1.76M	Buy	40,225 +222	+0.6%	+$10K	1.41%	19
2026 Q1	$1.69M	Sell	40,003 -2,567	-6%	-$112K	1.49%	18
2025 Q4	$1.74M	Sell	42,570 -1,576	-4%	-$63.4K	1.56%	18
2025 Q3	$1.77M	Sell	44,146 -426	-1%	-$16.5K	1.64%	17
2025 Q2	$1.66M	Sell	44,572 -722	-2%	-$24.8K	1.62%	17
2025 Q1	$1.45M	Buy	45,294 +11,714	+35%	+$375K	1.53%	18
2024 Q4	$1.04M	Buy	+33,580	New	+$1.08M	1.13%	28

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

Stonehaven Wealth & Tax Solutions's GWX Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.55% in Q2 2026, buying an estimated $10K and bringing the position to 40,225 shares worth $1.76M. The position accounts for 1.41% of the portfolio, ranked #19.

Stonehaven Wealth & Tax Solutions first reported a position in GWX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q3 2025. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 40,225 shares of State Street SPDR S&P International Small Cap ETF worth $1.76M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 222 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $10K.
State Street SPDR S&P International Small Cap ETF made up 1.41% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #19 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
Stonehaven Wealth & Tax Solutions's State Street SPDR S&P International Small Cap ETF position peaked at $1.77M in Q3 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.