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

United Capital 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 Q1	$580K	Hold	13,723	–	–	﹤0.01%	993
2025 Q4	$561K	Hold	13,723	–	–	﹤0.01%	922
2025 Q3	$551K	Hold	13,723	–	–	﹤0.01%	835
2025 Q2	$510K	Hold	13,723	–	–	﹤0.01%	772
2025 Q1	$439K	Hold	13,723	–	–	﹤0.01%	785
2024 Q4	$425K	Hold	13,723	–	–	﹤0.01%	777
2024 Q3	$468K	Sell	13,723 -544	-4%	-$17.7K	﹤0.01%	744
2024 Q2	$453K	Sell	14,267 -600	-4%	-$19.2K	﹤0.01%	732
2024 Q1	$483K	Sell	14,867 -900	-6%	-$28.1K	﹤0.01%	745
2023 Q4	$501K	Sell	15,767 -2,719	-15%	-$79.8K	﹤0.01%	724
2023 Q3	$539K	Hold	18,486	–	–	﹤0.01%	631
2023 Q2	$564K	Sell	18,486 -934	-5%	-$28.9K	﹤0.01%	664
2023 Q1	$601K	Buy	19,420 +3,652	+23%	+$113K	﹤0.01%	691
2022 Q4	$464K	Sell	15,768 -1,077	-6%	-$30.5K	﹤0.01%	775
2022 Q3	$439K	Sell	16,845 -470	-3%	-$13.8K	﹤0.01%	790
2022 Q2	$501K	Sell	17,315 -500	-3%	-$16K	﹤0.01%	797
2022 Q1	$626K	Hold	17,815	–	–	﹤0.01%	785
2021 Q4	$673K	Hold	17,815	–	–	﹤0.01%	782
2021 Q3	$686K	Hold	17,815	–	–	﹤0.01%	776
2021 Q2	$689K	Hold	17,815	–	–	﹤0.01%	788
2021 Q1	$666K	Sell	17,815 -172	-1%	-$6.32K	﹤0.01%	768
2020 Q4	$637K	Sell	17,987 -7,903	-31%	-$257K	﹤0.01%	788
2020 Q3	$786K	Sell	25,890 -872	-3%	-$25.6K	0.01%	721
2020 Q2	$732K	Sell	26,762 -937	-3%	-$24.2K	0.01%	749
2020 Q1	$631K	Sell	27,699 -2,987	-10%	-$83.7K	0.01%	741
2019 Q4	$978K	Sell	30,686 -761	-2%	-$23.5K	0.01%	791
2019 Q3	$924K	Sell	31,447 -2,786	-8%	-$81.5K	0.01%	770
2019 Q2	$1.02M	Sell	34,233 -3,254	-9%	-$98.2K	0.01%	802
2019 Q1	$1.14M	Sell	37,487 -7,691	-17%	-$230K	0.01%	741
2018 Q4	$1.26M	Buy	45,178 +16,608	+58%	+$510K	0.01%	653
2018 Q3	$982K	Sell	28,570 -39	-0.1%	-$1.33K	0.01%	787
2018 Q2	$982K	Sell	28,609 -1,120	-4%	-$39.9K	0.01%	771
2018 Q1	$1.05M	Sell	29,729 -680	-2%	-$24.5K	0.01%	766
2017 Q4	$1.08M	Sell	30,409 -3,719	-11%	-$132K	0.01%	762
2017 Q3	$1.2M	Sell	34,128 -1,813	-5%	-$62K	0.01%	724
2017 Q2	$1.2M	Sell	35,941 -1,152	-3%	-$37.5K	0.01%	715
2017 Q1	$1.17M	Sell	37,093 -4,349	-10%	-$133K	0.01%	705
2016 Q4	$1.2M	Sell	41,442 -20,265	-33%	-$610K	0.01%	695
2016 Q3	$1.94M	Sell	61,707 -10,661	-15%	-$325K	0.02%	598
2016 Q2	$2.1M	Sell	72,368 -10,011	-12%	-$293K	0.02%	539
2016 Q1	$2.35M	Sell	82,379 -7,745	-9%	-$207K	0.03%	494
2015 Q4	$2.54M	Buy	90,124 +3,324	+4%	+$95.7K	0.03%	502
2015 Q3	$2.39M	Sell	86,800 -2,649	-3%	-$77K	0.03%	494
2015 Q2	$2.73M	Sell	89,449 -6,990	-7%	-$215K	0.03%	507
2015 Q1	$2.95M	Buy	96,439 +79,375	+465%	+$2.23M	0.04%	467
2014 Q4	$466K	Hold	17,064	–	–	0.01%	846
2014 Q3	$558K	Buy	17,064 +47	+0.3%	+$1.62K	0.01%	761
2014 Q2	$600K	Sell	17,017 -33	-0.2%	-$1.13K	0.01%	656
2014 Q1	$578K	Buy	17,050 +33	+0.2%	+$1.1K	0.01%	610
2013 Q4	$571K	Sell	17,017 -33	-0.2%	-$1.09K	0.02%	414
2013 Q3	$557K	Hold	17,050	–	–	0.02%	423
2013 Q2	$492K	Buy	+17,050	New	+$516K	0.01%	506

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 $20.9B AUM 19.34% 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

United Capital Financial Advisors's GWX Position: Q1 2026 in Review

United Capital Financial Advisors held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q1 2026 at 13,723 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

United Capital Financial Advisors first reported a position in GWX in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.95M in Q1 2015. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

United Capital Financial Advisors held 13,723 shares of State Street SPDR S&P International Small Cap ETF worth $580K as of Q1 2026.
United Capital Financial Advisors left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #993 holding.
United Capital Financial Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2013 and has held it in 52 quarters since.
United Capital Financial Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $2.95M in Q1 2015.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.