VisionPoint Advisory Group’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

VisionPoint Advisory Group’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	$988K	Buy	22,586 +564	+3%	+$25.5K	0.16%	145
2026 Q1	$930K	Buy	22,022 +1,355	+7%	+$59K	0.18%	131
2025 Q4	$844K	Buy	20,667 +1,942	+10%	+$78.1K	0.16%	137
2025 Q3	$752K	Buy	18,725 +632	+3%	+$24.5K	0.15%	155
2025 Q2	$673K	Buy	+18,093	New	+$620K	0.15%	153
2025 Q1	–	Sell	-1,884	Closed	-$58.5K	–	249
2024 Q4	$58.5K	Buy	+1,884	New	+$60.8K	0.02%	285
2024 Q3	–	Sell	-1,909	Closed	-$60.6K	–	462
2024 Q2	$60.6K	Buy	1,909 +144	+8%	+$4.62K	0.02%	252
2024 Q1	$57.3K	Buy	1,765 +312	+21%	+$9.75K	0.02%	249
2023 Q4	$46.1K	Buy	1,453 +713	+96%	+$20.9K	0.02%	246
2023 Q3	$21.6K	Buy	740 +466	+170%	+$14.2K	0.01%	367
2023 Q2	$8.36K	Buy	+274	New	+$8.48K	﹤0.01%	418

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

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 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

VisionPoint Advisory Group's GWX Position: Q2 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 2.6% in Q2 2026, buying an estimated $25.5K and bringing the position to 22,586 shares worth $988K. The position accounts for 0.16% of the portfolio, ranked #145.

VisionPoint Advisory Group first reported a position in GWX in Q2 2023 and has held it in 11 quarters since. 40 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

VisionPoint Advisory Group held 22,586 shares of State Street SPDR S&P International Small Cap ETF worth $988K as of Q2 2026.
VisionPoint Advisory Group bought 564 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $25.5K.
State Street SPDR S&P International Small Cap ETF made up 0.16% of VisionPoint Advisory Group's portfolio in Q2 2026, its #145 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2023 and has held it in 11 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 VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.