Walkner Condon Financial Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Walkner Condon Financial 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 Q2	$828K	Sell	18,922 -1,934	-9%	-$87.5K	0.1%	141
2026 Q1	$881K	Sell	20,856 -807	-4%	-$35.1K	0.12%	125
2025 Q4	$885K	Sell	21,663 -65	-0.3%	-$2.61K	0.12%	120
2025 Q3	$873K	Sell	21,728 -1,057	-5%	-$40.9K	0.14%	116
2025 Q2	$847K	Sell	22,785 -6,041	-21%	-$207K	0.16%	107
2025 Q1	$921K	Sell	28,826 -77,973	-73%	-$2.5M	0.19%	97
2024 Q4	$3.31M	Buy	106,799 +4,323	+4%	+$140K	0.67%	39
2024 Q3	$3.5M	Buy	102,476 +3,274	+3%	+$107K	0.71%	35
2024 Q2	$3.15M	Buy	99,202 +5,806	+6%	+$186K	0.68%	40
2024 Q1	$3.03M	Buy	93,396 +13,511	+17%	+$422K	0.64%	44
2023 Q4	$2.54M	Buy	79,885 +64,852	+431%	+$1.9M	0.58%	47
2023 Q3	$438K	Buy	15,033 +685	+5%	+$20.9K	0.12%	149
2023 Q2	$438K	Sell	14,348 -1,495	-9%	-$46.3K	0.12%	145
2023 Q1	$491K	Sell	15,843 -1,529	-9%	-$47.2K	0.14%	134
2022 Q4	$511K	Sell	17,372 -1,057	-6%	-$29.9K	0.15%	120
2022 Q3	$480K	Buy	18,429 +655	+4%	+$19.2K	0.15%	120
2022 Q2	$514K	Buy	17,774 +21	+0.1%	+$674	0.16%	116
2022 Q1	$624K	Buy	+17,753	New	+$628K	0.18%	105
2021 Q4	–	Sell	-18,730	Closed	-$713K	–	148
2021 Q3	$713K	Buy	18,730 +948	+5%	+$37K	0.35%	61
2021 Q2	$674K	Sell	17,782 -47,089	-73%	-$1.83M	0.25%	73
2021 Q1	$2.42M	Sell	64,871 -5,390	-8%	-$198K	0.94%	30
2020 Q4	$2.49M	Buy	70,261 +1,566	+2%	+$51K	1.07%	24
2020 Q3	$2.09M	Buy	68,695 +295	+0.4%	+$8.67K	1.12%	22
2020 Q2	$1.87M	Sell	68,400 -8,627	-11%	-$223K	1.65%	13
2020 Q1	$1.75M	Buy	77,027 +19,136	+33%	+$536K	1.87%	12
2019 Q4	$1.84M	Buy	+57,891	New	+$1.79M	1.78%	13

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

Walkner Condon Financial Advisors's GWX Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 9.3% in Q2 2026, selling an estimated $87.5K and leaving 18,922 shares worth $828K. The position accounts for 0.1% of the portfolio, ranked #141.

Walkner Condon Financial Advisors first reported a position in GWX in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.5M in Q3 2024. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

Walkner Condon Financial Advisors held 18,922 shares of State Street SPDR S&P International Small Cap ETF worth $828K as of Q2 2026.
Walkner Condon Financial Advisors sold 1,934 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $87.5K.
State Street SPDR S&P International Small Cap ETF made up 0.1% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #141 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2019 and has held it in 26 quarters since.
Walkner Condon Financial Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $3.5M in Q3 2024.
265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.