ULWM
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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
Q3 		$1.6M Sell
35,088
-141
-0.4% -$6.36K 0.83% 27
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

RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Upper Left Wealth Management's GWX Position: Q3 2026 in Review

Upper Left Wealth Management reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.4% in Q3 2026, selling an estimated $6.36K and leaving 35,088 shares worth $1.6M. The position accounts for 0.83% of the portfolio, ranked #27.

Upper Left Wealth Management first reported a position in GWX in Q4 2021 and has held it in 20 quarters since. 39 funds tracked by Wall St. Rank hold GWX as of Q3 2026.

  • Upper Left Wealth Management held 35,088 shares of State Street SPDR S&P International Small Cap ETF worth $1.6M as of Q3 2026.
  • Upper Left Wealth Management sold 141 State Street SPDR S&P International Small Cap ETF shares in Q3 2026, an estimated $6.36K.
  • State Street SPDR S&P International Small Cap ETF made up 0.83% of Upper Left Wealth Management's portfolio in Q3 2026, its #27 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 20 quarters since.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.