Upper Left Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Upper Left Wealth Management’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	$1.54M	Buy	35,229 +5,126	+17%	+$232K	0.85%	30
2026 Q1	$1.27M	Sell	30,103 -2,387	-7%	-$104K	0.75%	31
2025 Q4	$1.33M	Buy	32,490 +2,228	+7%	+$89.6K	0.81%	32
2025 Q3	$1.22M	Sell	30,262 -716	-2%	-$27.7K	0.76%	33
2025 Q2	$1.15M	Sell	30,978 -2,455	-7%	-$84.2K	0.77%	33
2025 Q1	$1.07M	Sell	33,433 -593	-2%	-$19K	0.77%	33
2024 Q4	$1.05M	Sell	34,026 -57	-0.2%	-$1.84K	0.9%	34
2024 Q3	$1.13M	Buy	34,083 +742	+2%	+$24.2K	0.99%	32
2024 Q2	$1.06M	Sell	33,341 -1,608	-5%	-$51.6K	0.96%	31
2024 Q1	$1.14M	Sell	34,949 -684	-2%	-$21.4K	1.05%	27
2023 Q4	$1.13M	Buy	35,633 +1,124	+3%	+$33K	1.11%	28
2023 Q3	$1.01M	Sell	34,509 -1,190	-3%	-$36.4K	1.05%	25
2023 Q2	$1.09M	Sell	35,699 -233	-0.6%	-$7.21K	1.21%	26
2023 Q1	$1.11M	Sell	35,932 -1,088	-3%	-$33.6K	1.26%	24
2022 Q4	$1.09M	Buy	37,020 +3,104	+9%	+$87.8K	1.29%	25
2022 Q3	$901K	Sell	33,916 -16,861	-33%	-$494K	1.17%	30
2022 Q2	$1.47M	Buy	50,777 +14,845	+41%	+$476K	1.7%	21
2022 Q1	$1.27M	Buy	35,932 +1,133	+3%	+$40.1K	1.32%	24
2021 Q4	$1.32M	Buy	+34,799	New	+$1.33M	1.32%	23

Other funds holding GWX

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Upper Left Wealth Management's GWX Position: Q2 2026 in Review

Upper Left Wealth Management increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 17% in Q2 2026, buying an estimated $232K and bringing the position to 35,229 shares worth $1.54M. The position accounts for 0.85% of the portfolio, ranked #30.

Upper Left Wealth Management first reported a position in GWX in Q4 2021 and has held it in 19 quarters since. 40 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Upper Left Wealth Management held 35,229 shares of State Street SPDR S&P International Small Cap ETF worth $1.54M as of Q2 2026.
Upper Left Wealth Management bought 5,126 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $232K.
State Street SPDR S&P International Small Cap ETF made up 0.85% of Upper Left Wealth Management's portfolio in Q2 2026, its #30 holding.
Upper Left Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
40 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.