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Strategic Investment Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Strategic Investment Advisors’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 		– Sell
-2,537
Closed -$107K – 408
2026
Q1 		$107K Buy
+2,537
New +$110K 0.01% 373
2024
Q1 		– Sell
-6,739
Closed -$214K – 246
2023
Q4 		$214K Sell
6,739
-374
-5% -$11K 0.03% 228
2023
Q3 		$207K Sell
7,113
-321
-4% -$9.81K 0.03% 226
2023
Q2 		$227K Sell
7,434
-191
-3% -$5.91K 0.03% 179
2023
Q1 		$236K Buy
7,625
+593
+8% +$18.3K 0.04% 219
2022
Q4 		$207K Buy
+7,032
New +$199K 0.04% 223
2022
Q3 		– Sell
-7,486
Closed -$217K – 190
2022
Q2 		$217K Buy
7,486
+292
+4% +$9.37K 0.04% 197
2022
Q1 		$253K Sell
7,194
-1,351
-16% -$47.8K 0.05% 184
2021
Q4 		$323K Sell
8,545
-103
-1% -$3.95K 0.06% 174
2021
Q3 		$333K Sell
8,648
-169
-2% -$6.6K 0.07% 167
2021
Q2 		$341K Sell
8,817
-1,033
-10% -$40.1K 0.08% 172
2021
Q1 		$368K Sell
9,850
-362
-4% -$13.3K 0.1% 170
2020
Q4 		$362K Sell
10,212
-593
-5% -$19.3K 0.1% 155
2020
Q3 		$328K Buy
10,805
+393
+4% +$11.5K 0.11% 130
2020
Q2 		$285K Buy
10,412
+79
+0.8% +$2.04K 0.11% 137
2020
Q1 		$235K Buy
10,333
+497
+5% +$13.9K 0.11% 136
2019
Q4 		$313K Buy
9,836
+942
+11% +$29.1K 0.13% 125
2019
Q3 		$261K Sell
8,894
-2,932
-25% -$85.8K 0.13% 132
2019
Q2 		$357K Buy
11,826
+2,254
+24% +$68K 0.2% 84
2019
Q1 		$290K Buy
9,572
+594
+7% +$17.7K 0.2% 89
2018
Q4 		$251K Buy
+8,978
New +$276K 0.23% 90

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Strategic Investment Advisors's GWX Position: Q2 2026 in Review

Strategic Investment Advisors sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026, closing a stake of 2,537 shares — an estimated $107K sold.

Strategic Investment Advisors first reported a position in GWX in Q4 2018 and held it in 21 quarters. The position peaked at $368K in Q1 2021. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • Strategic Investment Advisors reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Investment Advisors sold 2,537 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $107K.
  • Strategic Investment Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and held it in 21 quarters.
  • Strategic Investment Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $368K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.