GWX Institutional Ownership & Shareholders
SPDR S&P INTL SMALL CAP (GWX) is currently held by 264 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $595.94M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of GWX tracked by InsiderSet, reporting ownership valued at approximately $59.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $59.38M, representing an estimated gain of +0.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed GWX value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Savant Capital, Llc, and several other long-term asset managers with concentrated positions in SPDR S&P INTL SMALL CAP (GWX).
This page ranks the largest institutional GWX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
264
Total Reported Value
$595.94M
Largest Holder
Lpl Financial Llc
Largest Position
$59.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,351,947 | $59,161,199 | $59,377,512 | +$216,313 | +0.37% | |
| Envestnet Asset Management Inc | 0.01% | 930,697 | $40,727,306 | $40,876,212 | +$148,906 | +0.37% | |
| Savant Capital, Llc | 0.08% | 656,349 | $28,218,340 | $28,826,848 | +$608,508 | +2.16% | |
| Envestnet Portfolio Solutions, Inc. | 0.13% | 633,085 | $27,703,812 | $27,805,093 | +$101,281 | +0.37% | |
| Osaic Holdings, Inc. | 0.03% | 622,405 | $27,236,157 | $27,336,028 | +$99,871 | +0.37% | |
| Cetera Investment Advisers | 0.02% | 581,318 | $25,438,458 | $25,531,487 | +$93,029 | +0.37% | |
| Bank Of America Corp | 0.00% | 550,651 | $24,096,501 | $24,184,592 | +$88,091 | +0.37% | |
| Wilmington Savings Fund Society, Fsb | 0.50% | 480,390 | $21,891,373 | $21,098,729 | -$792,644 | -3.62% | |
| Assetmark, Inc | 0.03% | 444,541 | $20,257,746 | $19,524,241 | -$733,505 | -3.62% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.07% | 455,686 | $19,940,819 | $20,013,729 | +$72,910 | +0.37% | |
| Cerity Partners Llc | 0.02% | 338,835 | $14,827,422 | $14,881,633 | +$54,211 | +0.37% | |
| Wells Fargo & Company/Mn | 0.00% | 330,645 | $14,469,022 | $14,521,928 | +$52,906 | +0.37% | |
| Morgan Stanley | 0.00% | 266,311 | $11,653,778 | $11,696,379 | +$42,601 | +0.37% | |
| Commerce Bank | 0.05% | 238,197 | $10,423,501 | $10,461,612 | +$38,111 | +0.37% | |
| N.E.W. Advisory Services Llc | 0.65% | 223,623 | $9,785,724 | $9,821,522 | +$35,798 | +0.37% | |
| Fmr Llc | 0.00% | 175,443 | $7,677,379 | $7,705,457 | +$28,078 | +0.37% | |
| Jane Street Group, Llc | 0.00% | 163,857 | $7,170,382 | $7,196,599 | +$26,217 | +0.37% | |
| Ubs Group Ag | 0.00% | 137,293 | $6,007,942 | $6,029,909 | +$21,967 | +0.37% | |
| Rtd Financial Advisors, Inc. | 0.60% | 120,797 | $5,504,720 | $5,305,404 | -$199,316 | -3.62% | |
| Ep Wealth Advisors, Llc | 0.02% | 121,785 | $5,329,305 | $5,348,797 | +$19,492 | +0.37% | |
| Mai Capital Management | 0.02% | 119,445 | $5,226,938 | $5,246,024 | +$19,086 | +0.37% | |
| Bip Wealth, Llc | 0.13% | 109,309 | $4,981,204 | $4,800,851 | -$180,353 | -3.62% | |
| Eagle Bluffs Wealth Management Llc | 1.71% | 109,183 | $4,975,469 | $4,795,317 | -$180,152 | -3.62% | |
| Equitable Holdings, Inc. | 0.03% | 111,608 | $4,883,965 | $4,901,823 | +$17,858 | +0.37% | |
| Modera Wealth Management, Llc | 0.05% | 106,845 | $4,868,918 | $4,692,632 | -$176,286 | -3.62% | |
| Carsonallaria Wealth Management, Ltd. | 1.98% | 104,256 | $4,562,250 | $4,578,924 | +$16,674 | +0.37% | |
| Tobias Financial Advisors, Inc. | 0.50% | 89,497 | $3,916,409 | $3,930,708 | +$14,299 | +0.37% | |
| Newedge Advisors, Llc | 0.01% | 79,907 | $3,496,714 | $3,509,515 | +$12,801 | +0.37% | |
| Signal Advisors Wealth, Llc | 0.15% | 76,724 | $3,496,325 | $3,369,718 | -$126,607 | -3.62% | |
| Landmark Wealth Management, Inc. | 1.14% | 78,577 | $3,438,521 | $3,451,102 | +$12,581 | +0.37% | |
| Mcadam, Llc | 0.13% | 75,238 | $3,428,616 | $3,304,453 | -$124,163 | -3.62% | |
| Pure Financial Advisors, Llc | 0.04% | 77,030 | $3,370,825 | $3,383,158 | +$12,333 | +0.37% | |
| Cullen/Frost Bankers, Inc. | 0.03% | 72,777 | $3,316,466 | $3,196,366 | -$120,100 | -3.62% | |
| Mission Wealth Management, Lp | 0.05% | 69,948 | $3,187,551 | $3,072,116 | -$115,435 | -3.62% | |
| Mercer Global Advisors Inc | 0.00% | 70,110 | $3,067,997 | $3,079,231 | +$11,234 | +0.37% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 66,070 | $2,982,395 | $2,901,794 | -$80,601 | -2.70% | |
| Aspire Private Capital, Llc | 0.60% | 66,578 | $2,913,447 | $2,924,106 | +$10,659 | +0.37% | |
| Gibbs Wealth Management | 0.30% | 61,679 | $2,810,710 | $2,708,942 | -$101,768 | -3.62% | |
| Harbour Investments, Inc. | 0.04% | 64,107 | $2,805,334 | $2,815,579 | +$10,245 | +0.37% | |
| Portside Wealth Group, Llc | 0.31% | 61,355 | $2,795,947 | $2,694,712 | -$101,235 | -3.62% | |
| Commonwealth Equity Services, Llc | 0.00% | 63,748 | $2,789,610 | $2,799,812 | +$10,202 | +0.37% | |
| Concurrent Investment Advisors, Llc | 0.02% | 60,005 | $2,734,408 | $2,635,420 | -$98,988 | -3.62% | |
| Arete Wealth Advisors, Llc | 0.18% | 61,677 | $2,698,983 | $2,708,854 | +$9,871 | +0.37% | |
| Capital Investment Management, Inc. | 0.82% | 61,018 | $2,670,149 | $2,679,911 | +$9,762 | +0.37% | |
| Total Clarity Wealth Management, Inc. | 0.48% | 54,455 | $2,481,514 | $2,391,664 | -$89,850 | -3.62% | |
| Mml Investors Services, Llc | 0.00% | 55,596 | $2,432,886 | $2,441,776 | +$8,890 | +0.37% | |
| Ballentine Partners, Llc | 0.03% | 55,535 | $2,430,212 | $2,439,097 | +$8,885 | +0.37% | |
| Simplicity Wealth,Llc | 0.07% | 51,993 | $2,369,317 | $2,283,533 | -$85,784 | -3.62% | |
| Wellington Management Group Llp | 0.00% | 51,141 | $2,237,930 | $2,246,113 | +$8,183 | +0.37% | |
| Lmcg Investments, Llc | 0.11% | 45,200 | $2,059,764 | $1,985,184 | -$74,580 | -3.62% |
Frequently asked questions about GWX
Who are the largest institutional holders of GWX?
The largest institutional holders of GWX reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Savant Capital, Llc, Envestnet Portfolio Solutions, Inc., and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported GWX position.
What is GWX institutional ownership?
This page tracks GWX positions reported by institutional investment managers through SEC Form 13F. SPDR S&P INTL SMALL CAP (GWX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GWX?
InsiderSet currently tracks 264 institutional managers reporting GWX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GWX shareholders.
How much GWX stock do institutions own?
Institutional investment managers disclosed approximately $595.94M in GWX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GWX institutional ownership last updated?
The latest GWX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GWX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GWX position after the reporting date.
Are institutions buying or selling GWX?
Institutional buying and selling can be analyzed by comparing GWX positions across consecutive 13F reporting periods. InsiderSet's GWX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GWX ownership changes.
How has GWX institutional ownership changed over time?
InsiderSet tracks GWX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.