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SPDR S&P International Small Cap shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of SPDR S&P International Small Cap (GWX) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in SPDR S&P International Small Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P International Small Cap held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P International Small Cap by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.3M 122k 43.76
2025-03-31 $387k 12k 31.96
2024-12-31 $375k 12k 30.99
2024-09-30 $413k 12k 34.13

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View all positions for EP Wealth Advisors

Top funds holding SPDR S&P International Small Cap

LPL Financial
Envestnet Asset Management
Savant Capital Management
Envestnet Portfolio Solutions
Advisor Group Holdings
Cetera Investment Advisers
Bank of America Corporation
Bryn Mawr Trust
Tiaa-cref Individual & Institutional Services
Assetmark
HPM Partners
Wells Fargo & Company
Morgan Stanley
Creative Planning
Commerce Bank N A

View all funds holding SPDR S&P International Small Cap