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Valtinson Bruner Financial Planning’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Valtinson Bruner Financial Planning’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 		$358K Sell
8,179
-92
-1% -$4.16K 0.09% 114
2026
Q1 		$349K Sell
8,271
-61
-0.7% -$2.66K 0.1% 106
2025
Q4 		$340K Sell
8,332
-515
-6% -$20.7K 0.1% 108
2025
Q3 		$355K Sell
8,847
-110
-1% -$4.26K 0.11% 103
2025
Q2 		$333K Sell
8,957
-390
-4% -$13.4K 0.1% 103
2025
Q1 		$299K Buy
9,347
+434
+5% +$13.9K 0.1% 101
2024
Q4 		$276K Sell
8,913
-163
-2% -$5.26K 0.1% 118
2024
Q3 		$310K Sell
9,076
-63
-0.7% -$2.05K 0.11% 104
2024
Q2 		$290K Sell
9,139
-906
-9% -$29.1K 0.12% 101
2024
Q1 		$326K Sell
10,045
-60
-0.6% -$1.88K 0.14% 94
2023
Q4 		$321K Sell
10,105
-149
-1% -$4.37K 0.16% 93
2023
Q3 		$299K Sell
10,254
-66
-0.6% -$2.02K 0.16% 94
2023
Q2 		$315K Sell
10,320
-359
-3% -$11.1K 0.17% 91
2023
Q1 		$331K Sell
10,679
-103
-1% -$3.18K 0.19% 92
2022
Q4 		$335K Sell
10,782
-491
-4% -$13.9K 0.19% 88
2022
Q3 		$294K Sell
11,273
-192
-2% -$5.63K 0.18% 81
2022
Q2 		$332K Sell
11,465
-338
-3% -$10.8K 0.2% 72
2022
Q1 		$405K Sell
11,803
-152
-1% -$5.38K 0.23% 68
2021
Q4 		$452K Sell
11,955
-192
-2% -$7.36K 0.25% 69
2021
Q3 		$480K Sell
12,147
-91
-0.7% -$3.55K 0.26% 62
2021
Q2 		$472K Sell
12,238
-365
-3% -$14.2K 0.27% 59
2021
Q1 		$488K Sell
12,603
-907
-7% -$33.4K 0.29% 52
2020
Q4 		$490K Sell
13,510
-334
-2% -$10.9K 0.31% 49
2020
Q3 		$412K Sell
13,844
-3,141
-18% -$92.3K 0.29% 51
2020
Q2 		$499K Sell
16,985
-7,623
-31% -$197K 0.35% 49
2020
Q1 		$608K Sell
24,608
-1,121
-4% -$31.4K 0.49% 34
2019
Q4 		$814K Buy
25,729
+172
+0.7% +$5.31K 0.58% 32
2019
Q3 		$759K Buy
+25,557
New +$748K 0.62% 31

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Valtinson Bruner Financial Planning's GWX Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 1.1% in Q2 2026, selling an estimated $4.16K and leaving 8,179 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #114.

Valtinson Bruner Financial Planning first reported a position in GWX in Q3 2019 and has held it in 28 quarters since. The position peaked at $814K in Q4 2019. 264 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • Valtinson Bruner Financial Planning held 8,179 shares of State Street SPDR S&P International Small Cap ETF worth $358K as of Q2 2026.
  • Valtinson Bruner Financial Planning sold 92 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $4.16K.
  • State Street SPDR S&P International Small Cap ETF made up 0.09% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #114 holding.
  • Valtinson Bruner Financial Planning first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Valtinson Bruner Financial Planning's State Street SPDR S&P International Small Cap ETF position peaked at $814K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.