Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.77M Buy
40,377
+25,056
+164% +$1.13M ﹤0.01% 1659
2026
Q1 		$653K Sell
15,321
-8,044
-34% -$350K ﹤0.01% 2122
2025
Q4 		$976K Buy
23,365
+2,456
+12% +$98.8K ﹤0.01% 1974
2025
Q3 		$846K Sell
20,909
-1,599
-7% -$61.9K ﹤0.01% 1973
2025
Q2 		$843K Sell
22,508
-1,957
-8% -$67.1K ﹤0.01% 1859
2025
Q1 		$782K Sell
24,465
-2,520
-9% -$80.7K ﹤0.01% 1749
2024
Q4 		$836K Sell
26,985
-2,497
-8% -$80.6K ﹤0.01% 1641
2024
Q3 		$1.01M Sell
29,482
-165
-0.6% -$5.38K ﹤0.01% 1393
2024
Q2 		$941K Sell
29,647
-4,468
-13% -$143K ﹤0.01% 1308
2024
Q1 		$1.11M Sell
34,115
-7,739
-18% -$242K ﹤0.01% 1192
2023
Q4 		$1.33M Sell
41,854
-6,657
-14% -$195K ﹤0.01% 1049
2023
Q3 		$1.41M Buy
48,511
+30,898
+175% +$944K ﹤0.01% 977
2023
Q2 		$537K Sell
17,613
-458,259
-96% -$14.2M 0.01% 342
2023
Q1 		$14.7M Buy
475,872
+18,531
+4% +$572K 0.17% 69
2022
Q4 		$14.5M Sell
457,341
-22,019
-5% -$623K 0.19% 69
2022
Q3 		$12.7M Buy
479,360
+57,720
+14% +$1.69M 0.18% 73
2022
Q2 		$12.3M Buy
421,640
+27,825
+7% +$893K 0.17% 73
2022
Q1 		$14.1M Sell
393,815
-44,923
-10% -$1.59M 0.19% 68
2021
Q4 		$15.5M Buy
438,738
+32,309
+8% +$1.24M 0.22% 55
2021
Q3 		$16.1M Buy
406,429
+75,304
+23% +$2.94M 0.24% 51
2021
Q2 		$12.8M Buy
331,125
+35,353
+12% +$1.37M 0.21% 58
2021
Q1 		$11.2M Sell
295,772
-9,505
-3% -$349K 0.2% 60
2020
Q4 		$10.9M Buy
305,277
+20,920
+7% +$681K 0.25% 46
2020
Q3 		$8.97M Buy
284,357
+18,177
+7% +$534K 0.23% 44
2020
Q2 		$7.7M Sell
266,180
-312,060
-54% -$8.06M 0.22% 45
2020
Q1 		$14.5M Buy
578,240
+226,146
+64% +$6.34M 0.52% 35
2019
Q4 		$11.2M Buy
352,094
+60,189
+21% +$1.86M 0.4% 41
2019
Q3 		$8.67M Buy
291,905
+180,132
+161% +$5.27M 0.35% 43
2019
Q2 		$3.32M Buy
111,773
+71,368
+177% +$2.15M 0.15% 57
2019
Q1 		$1.25M Buy
40,405
+13,984
+53% +$417K 0.07% 114
2018
Q4 		$777K Buy
26,421
+10,613
+67% +$326K 0.05% 142
2018
Q3 		$481K Buy
15,808
+4,338
+38% +$148K 0.03% 143
2018
Q2 		$394K Buy
+11,470
New +$408K 0.02% 143

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

Wealth Enhancement Advisory Services's GWX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 164% in Q2 2026, buying an estimated $1.13M and bringing the position to 40,377 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Wealth Enhancement Advisory Services first reported a position in GWX in Q2 2018 and has held it in 33 quarters since. The position peaked at $16.1M in Q3 2021. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,377 shares of State Street SPDR S&P International Small Cap ETF worth $1.77M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 25,056 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $1.13M.
  • State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1659 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR S&P International Small Cap ETF position peaked at $16.1M in Q3 2021.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.