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

Wallace 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 Q1	$241K	Hold	5,706	–	–	0.26%	106
2025 Q4	$233K	Sell	5,706 -904	-14%	-$36.4K	0.24%	114
2025 Q3	$246K	Sell	6,610 -465	-7%	-$18K	0.2%	138
2025 Q2	$226K	Buy	7,075 +57	+0.8%	+$1.95K	0.16%	161
2025 Q1	$217K	Sell	7,018 -178	-2%	-$5.7K	0.15%	167
2024 Q4	$246K	Buy	7,196 +10	+0.1%	+$323	0.17%	153
2024 Q3	$228K	Hold	7,186	–	–	0.17%	158
2024 Q2	$228K	Sell	7,186 -798	-10%	-$25.6K	0.16%	160
2024 Q1	$254K	Sell	7,984 -76	-0.9%	-$2.38K	0.19%	134
2023 Q4	$235K	Sell	8,060 -452	-5%	-$13.3K	0.18%	137
2023 Q3	$260K	Hold	8,512	–	–	0.19%	132
2023 Q2	$264K	Hold	8,512	–	–	0.2%	130
2023 Q1	$264K	Hold	8,512	–	–	0.2%	130
2022 Q4	$250K	Buy	+8,512	New	+$241K	0.2%	124

Other funds holding GWX

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $4.2B AUM 18.37% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Wallace Advisory Group's GWX Position: Q1 2026 in Review

Wallace Advisory Group held its State Street SPDR S&P International Small Cap ETF (GWX) position steady in Q1 2026 at 5,706 shares worth $241K. The position accounts for 0.26% of the portfolio, ranked #106.

Wallace Advisory Group first reported a position in GWX in Q4 2022 and has held it in 14 quarters since. The position peaked at $264K in Q2 2023. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

Wallace Advisory Group held 5,706 shares of State Street SPDR S&P International Small Cap ETF worth $241K as of Q1 2026.
Wallace Advisory Group left its State Street SPDR S&P International Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR S&P International Small Cap ETF made up 0.26% of Wallace Advisory Group's portfolio in Q1 2026, its #106 holding.
Wallace Advisory Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's State Street SPDR S&P International Small Cap ETF position peaked at $264K in Q2 2023.
252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.