VESTIA PERSONAL WEALTH ADVISORS GWX — SPDR S&P INTERNATIONAL SMALL CAP ETF

Ownership history in VESTIA PERSONAL WEALTH ADVISORS  ·  9 quarters on record

AI Ownership Summary

VESTIA PERSONAL WEALTH ADVISORS reported SPDR S&P INTERNATIONAL SMALL CAP ETF (GWX) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.49% in 2024 Q2. The latest visible filing shows GWX at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VESTIA PERSONAL WEALTH ADVISORS's position in SPDR S&P INTERNATIONAL SMALL CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GWX was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GWX stock page VESTIA PERSONAL WEALTH ADVISORS fund profile VESTIA PERSONAL WEALTH ADVISORS full holdings
How VESTIA PERSONAL WEALTH ADVISORS held GWX — position size vs. price
% of Fund (quarterly)    GWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 14,056 +146 +1.0% 0.24% $615K 2026-08-10 $45.68
2026 Q1 REDUCED — — — 13,910 -1 -0.0% 0.28% $587K 2026-04-14 $44.80
2025 Q4 REDUCED — — — 13,911 -70 -0.5% 0.30% $595K 2026-01-27 $44.11
2025 Q3 REDUCED — — — 13,981 -142 -1.0% 0.33% $562K 2025-10-15 $39.26
2025 Q2 REDUCED — — — 14,123 -80 -0.6% 0.36% $525K 2025-07-16 $36.39
2025 Q1 REDUCED — — — 14,203 -53 -0.4% 0.36% $454K 2025-04-30 $32.17
2024 Q4 REDUCED — — — 14,256 -46 -0.3% 0.36% $442K 2025-01-27 $30.30
2024 Q3 REDUCED — — — 14,302 -150 -1.0% 0.46% $488K 2024-11-05 $30.82
2024 Q2 INITIATED — — — 14,452 — — 0.49% $459K 2024-08-09 $29.69

🏢 Other funds also holding GWX

As of 2026 Q2 — sorted by position size

CarsonAllaria Wealth Management, Ltd. 3Y 1.98% Eagle Bluffs Wealth Management LLC 3Y 1.56% NOVUS ADVISORS, LLC 1.5% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1.41% LANDMARK WEALTH MANAGEMENT, INC. 1.14% Roan Capital Partners 1.12% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.89% Upper Left Wealth Management, LLC 3Y 0.85% Capital Investment Management, Inc. 0.82% N.E.W. Advisory Services LLC 3Y 0.65%

FAQ About VESTIA PERSONAL WEALTH ADVISORS and GWX

These are the practical questions this page is built to answer before you even open the full history table.

How long has VESTIA PERSONAL WEALTH ADVISORS reported owning GWX?

VESTIA PERSONAL WEALTH ADVISORS reported GWX across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported GWX position in VESTIA PERSONAL WEALTH ADVISORS's portfolio?

The largest reported portfolio weight for GWX was 0.49% in 2024 Q2.

What is the latest reported GWX position on this page?

The most recent filing on this page is 2026 Q2, when VESTIA PERSONAL WEALTH ADVISORS reported 14,056 shares, equal to 0.24% of portfolio, with an estimated market value of $615K.

What does the chart on this GWX ownership page compare?

The chart compares VESTIA PERSONAL WEALTH ADVISORS's quarterly GWX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VESTIA PERSONAL WEALTH ADVISORS time their GWX position?

Based on 13F filing dates vs. subsequent GWX price moves, VESTIA PERSONAL WEALTH ADVISORS correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on GWX relative to SPY over the holding period was +1.8%.

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