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

USAdvisors 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	$272K	Sell	6,215 -35	-0.6%	-$1.58K	0.08%	123
2026 Q1	$255K	Sell	6,250 -307	-5%	-$13.4K	0.08%	117
2025 Q4	$267K	Buy	6,557 +64	+1%	+$2.57K	0.09%	111
2025 Q3	$260K	Sell	6,493 -495	-7%	-$19.2K	0.09%	107
2025 Q2	$259K	Sell	6,988 -7	-0.1%	-$240	0.1%	108
2025 Q1	$223K	Sell	6,995 -2,838	-29%	-$90.9K	0.08%	120
2024 Q4	$304K	Sell	9,833 -141	-1%	-$4.55K	0.1%	105
2024 Q3	$339K	Sell	9,974 -2,352	-19%	-$76.6K	0.12%	96
2024 Q2	$391K	Buy	12,326 +99	+0.8%	+$3.17K	0.14%	86
2024 Q1	$398K	Sell	12,227 -607	-5%	-$19K	0.15%	94
2023 Q4	$407K	Sell	12,834 -25,696	-67%	-$754K	0.17%	88
2023 Q3	$1.12M	Buy	38,530 +52	+0.1%	+$1.59K	0.5%	50
2023 Q2	$1.18M	Buy	38,478 +1,211	+3%	+$37.5K	0.56%	49
2023 Q1	$1.15M	Buy	37,267 +4,166	+13%	+$129K	0.55%	52
2022 Q4	$974K	Buy	33,101 +521	+2%	+$14.7K	0.47%	53
2022 Q3	$849K	Sell	32,580 -77	-0.2%	-$2.26K	0.43%	56
2022 Q2	$945K	Buy	32,657 +1,543	+5%	+$49.5K	0.47%	51
2022 Q1	$1.09M	Buy	31,114 +1,840	+6%	+$65.1K	0.47%	54
2021 Q4	$1.11M	Buy	29,274 +2,823	+11%	+$108K	0.45%	52
2021 Q3	$1.02M	Buy	26,451 +2,309	+10%	+$90.2K	0.44%	53
2021 Q2	$933K	Buy	24,142 +3,724	+18%	+$145K	0.51%	50
2021 Q1	$763K	Buy	20,418 +9,118	+81%	+$335K	0.37%	57
2020 Q4	$400K	Buy	+11,300	New	+$368K	0.19%	68

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

USAdvisors Wealth Management's GWX Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.56% in Q2 2026, selling an estimated $1.58K and leaving 6,215 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #123.

USAdvisors Wealth Management first reported a position in GWX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.18M in Q2 2023. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

USAdvisors Wealth Management held 6,215 shares of State Street SPDR S&P International Small Cap ETF worth $272K as of Q2 2026.
USAdvisors Wealth Management sold 35 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $1.58K.
State Street SPDR S&P International Small Cap ETF made up 0.08% of USAdvisors Wealth Management's portfolio in Q2 2026, its #123 holding.
USAdvisors Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2020 and has held it in 23 quarters since.
USAdvisors Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $1.18M in Q2 2023.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.