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UMB Bank’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

UMB Bank’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
2025
Q2 		– Sell
-1,600
Closed -$51.1K – 2154
2025
Q1 		$51.1K Hold
1,600
– – ﹤0.01% 1041
2024
Q4 		$49.6K Hold
1,600
– – ﹤0.01% 920
2024
Q3 		$54.6K Hold
1,600
– – ﹤0.01% 850
2024
Q2 		$50.8K Hold
1,600
– – ﹤0.01% 820
2024
Q1 		$52K Hold
1,600
– – ﹤0.01% 828
2023
Q4 		$50.8K Hold
1,600
– – ﹤0.01% 820
2023
Q3 		$46.6K Hold
1,600
– – ﹤0.01% 848
2023
Q2 		$48.8K Hold
1,600
– – ﹤0.01% 853
2023
Q1 		$49.6K Sell
1,600
-27,945
-95% -$862K ﹤0.01% 839
2022
Q4 		$869K Buy
29,545
+22,236
+304% +$629K 0.01% 356
2022
Q3 		$191K Hold
7,309
– – ﹤0.01% 611
2022
Q2 		$211K Sell
7,309
-200
-3% -$6.42K ﹤0.01% 616
2022
Q1 		$264K Hold
7,509
– – ﹤0.01% 601
2021
Q4 		$284K Buy
+7,509
New +$288K ﹤0.01% 595

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UMB Bank's GWX Position: Q2 2025 in Review

UMB Bank sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2025, closing a stake of 1,600 shares — an estimated $51.1K sold.

UMB Bank first reported a position in GWX in Q4 2021 and held it in 14 quarters. The position peaked at $869K in Q4 2022. 221 funds tracked by Wall St. Rank hold GWX as of Q2 2025.

  • UMB Bank reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • UMB Bank sold 1,600 State Street SPDR S&P International Small Cap ETF shares in Q2 2025, an estimated $51.1K.
  • UMB Bank first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2021 and held it in 14 quarters.
  • UMB Bank's State Street SPDR S&P International Small Cap ETF position peaked at $869K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2025.

Based on UMB Bank's 13F filing for Q2 2025, filed 10 Jul 2025.