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

Strategic Wealth Partners’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 Q1	$20.4K	Sell	483 -46	-9%	-$2K	﹤0.01%	703
2025 Q4	$21.6K	Buy	529 +181	+52%	+$7.28K	﹤0.01%	683
2025 Q3	$14K	Hold	348	–	–	﹤0.01%	819
2025 Q2	$12.9K	Buy	+348	New	+$11.9K	﹤0.01%	745
2020 Q2	–	Sell	-41,276	Closed	-$1.31M	–	145
2020 Q1	$1.31M	Hold	41,276	–	–	0.69%	39
2019 Q4	$1.31M	Sell	41,276 -82	-0.2%	-$2.53K	0.68%	39
2019 Q3	$1.21K	Buy	41,358 +652	+2%	+$19.1K	0.01%	202
2019 Q2	$1.22M	Sell	40,706 -7,256	-15%	-$219K	0.59%	51
2019 Q1	$1.47M	Buy	47,962 +1,084	+2%	+$32.4K	0.68%	42
2018 Q4	$1.38M	Buy	46,878 +6,413	+16%	+$197K	0.69%	33
2018 Q3	$1.39M	Buy	40,465 +2,666	+7%	+$90.8K	0.74%	39
2018 Q2	$1.3M	Buy	37,799 +9,615	+34%	+$342K	0.75%	29
2018 Q1	$997K	Buy	28,184 +27,478	+3,892%	+$989K	0.51%	66
2017 Q4	$26K	Buy	+706	New	+$25.1K	0.01%	291

Other funds holding GWX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Strategic Wealth Partners's GWX Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 8.7% in Q1 2026, selling an estimated $2K and leaving 483 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Strategic Wealth Partners first reported a position in GWX in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.47M in Q1 2019. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Strategic Wealth Partners held 483 shares of State Street SPDR S&P International Small Cap ETF worth $20.4K as of Q1 2026.
Strategic Wealth Partners sold 46 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $2K.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #703 holding.
Strategic Wealth Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2017 and has held it in 14 quarters since.
Strategic Wealth Partners's State Street SPDR S&P International Small Cap ETF position peaked at $1.47M in Q1 2019.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.