Vestia Personal Wealth Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Vestia Personal Wealth 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	$587K	Sell	13,910 -1	-0%	-$44	0.28%	49
2025 Q4	$595K	Sell	13,911 -70	-0.5%	-$2.81K	0.3%	47
2025 Q3	$562K	Sell	13,981 -142	-1%	-$5.5K	0.33%	44
2025 Q2	$525K	Sell	14,123 -80	-0.6%	-$2.74K	0.36%	46
2025 Q1	$454K	Sell	14,203 -53	-0.4%	-$1.7K	0.36%	43
2024 Q4	$442K	Sell	14,256 -46	-0.3%	-$1.49K	0.36%	46
2024 Q3	$488K	Sell	14,302 -150	-1%	-$4.89K	0.46%	37
2024 Q2	$459K	Buy	+14,452	New	+$464K	0.49%	37

Other funds holding GWX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $4.48B AUM 24.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Vestia Personal Wealth Advisors's GWX Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.01% in Q1 2026, selling an estimated $44 and leaving 13,910 shares worth $587K. The position accounts for 0.28% of the portfolio, ranked #49.

Vestia Personal Wealth Advisors first reported a position in GWX in Q2 2024 and has held it in 8 quarters since. The position peaked at $595K in Q4 2025. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Vestia Personal Wealth Advisors held 13,910 shares of State Street SPDR S&P International Small Cap ETF worth $587K as of Q1 2026.
Vestia Personal Wealth Advisors sold 1 State Street SPDR S&P International Small Cap ETF share in Q1 2026, an estimated $44.
State Street SPDR S&P International Small Cap ETF made up 0.28% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #49 holding.
Vestia Personal Wealth Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $595K in Q4 2025.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.