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

Tobias Financial 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	$3.92M	Sell	89,497 -1,172	-1%	-$53K	0.5%	33
2026 Q1	$3.83M	Sell	90,669 -8,389	-8%	-$365K	0.53%	31
2025 Q4	$4.05M	Sell	99,058 -868	-0.9%	-$34.9K	0.57%	30
2025 Q3	$4.02M	Sell	99,926 -1,230	-1%	-$47.6K	0.61%	29
2025 Q2	$3.76M	Sell	101,156 -7,176	-7%	-$246K	0.64%	28
2025 Q1	$3.46M	Sell	108,332 -2,162	-2%	-$69.3K	0.67%	29
2024 Q4	$3.42M	Sell	110,494 -1,174	-1%	-$37.9K	0.69%	27
2024 Q3	$3.81M	Sell	111,668 -1,129	-1%	-$36.8K	0.76%	25
2024 Q2	$3.58M	Sell	112,797 -3,750	-3%	-$120K	0.77%	25
2024 Q1	$3.79M	Sell	116,547 -916	-0.8%	-$28.6K	0.86%	25
2023 Q4	$3.73M	Sell	117,463 -13,752	-10%	-$404K	0.91%	26
2023 Q3	$3.82M	Sell	131,215 -5,172	-4%	-$158K	1%	28
2023 Q2	$4.16M	Sell	136,387 -117	-0.1%	-$3.62K	1.12%	27
2023 Q1	$4.23M	Sell	136,504 -17,127	-11%	-$528K	1.24%	26
2022 Q4	$4.52M	Buy	153,631 +74,530	+94%	+$2.11M	1.48%	22
2022 Q3	$2.06M	Sell	79,101 -26,738	-25%	-$784K	0.73%	34
2022 Q2	$3.06M	Sell	105,839 -11,794	-10%	-$379K	1.03%	24
2022 Q1	$4.14M	Buy	+117,633	New	+$4.16M	1.43%	20
2021 Q4	–	Sell	-20,884	Closed	-$804K	–	83
2021 Q3	$804K	Buy	20,884 +1,332	+7%	+$52K	0.3%	45
2021 Q2	$756K	Buy	19,552 +1,231	+7%	+$47.8K	0.3%	48
2021 Q1	$685K	Buy	18,321 +668	+4%	+$24.6K	0.29%	48
2020 Q4	$625K	Buy	17,653 +2,173	+14%	+$70.8K	0.29%	47
2020 Q3	$470K	Buy	15,480 +366	+2%	+$10.8K	0.26%	48
2020 Q2	$413K	Sell	15,114 -26,009	-63%	-$672K	0.24%	47
2020 Q1	$936K	Sell	41,123 -2,495	-6%	-$69.9K	0.68%	28
2019 Q4	$1.39M	Buy	+43,618	New	+$1.35M	0.89%	24

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

Tobias Financial Advisors's GWX Position: Q2 2026 in Review

Tobias Financial Advisors reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 1.3% in Q2 2026, selling an estimated $53K and leaving 89,497 shares worth $3.92M. The position accounts for 0.5% of the portfolio, ranked #33.

Tobias Financial Advisors first reported a position in GWX in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.52M in Q4 2022. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Tobias Financial Advisors held 89,497 shares of State Street SPDR S&P International Small Cap ETF worth $3.92M as of Q2 2026.
Tobias Financial Advisors sold 1,172 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $53K.
State Street SPDR S&P International Small Cap ETF made up 0.5% of Tobias Financial Advisors's portfolio in Q2 2026, its #33 holding.
Tobias Financial Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2019 and has held it in 26 quarters since.
Tobias Financial Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $4.52M in Q4 2022.
264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.