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State Street SPDR S&P Emerging Markets Small Cap ETF

161 hedge funds and large institutions have $501M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

1% less funds holding

Funds holding: 163161 (-2)

6.4% less ownership

Funds ownership: 75.02%68.63% (-6.4%)

21% less capital invested

Capital invested by funds: $633M → $501M (-$132M)

Holders
161
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
57
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$76.1K +$5.39K +94 +8%
CPA
127
Cardiff Park Advisors
California
$69.7K
BHWM
128
Beaird Harris Wealth Management
Texas
$63.5K -$13.5K -236 -18%
CA
129
Continuum Advisory
Idaho
$63.1K -$2.52K -44 -4%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$56.1K -$60.1K -1,049 -52%
RMC
131
Resources Management Corp
Connecticut
$51K
AF
132
Advisornet Financial
Minnesota
$49.1K +$344 +6 +0.7%
TCM
133
TD Capital Management
Tennessee
$45.3K +$172 +3 +0.4%
CA
134
Clearstead Advisors
Ohio
$44.3K
HI
135
Harbour Investments
Wisconsin
$43.8K
CA
136
CoreCap Advisors
Michigan
$35.2K -$2.29K -40 -6%
MA
137
Montag & Associates
Georgia
$32.6K +$229 +4 +0.7%
CTWM
138
Cherry Tree Wealth Management
Minnesota
$32.5K
4FG
139
4Thought Financial Group
New York
$25.9K -$57 -1 -0.2%
PTC
140
Private Trust Company
Ohio
$21K
CSWM
141
Cassady Schiller Wealth Management
Ohio
$13K
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$12K
GRP
143
Global Retirement Partners
California
$10.9K
ADL
144
Asset Dedication LLC
California
$10.8K
US Bancorp
145
US Bancorp
Minnesota
$10.7K -$13K -226 -55%
Jones Financial Companies
146
Jones Financial Companies
Missouri
$7.97K +$7.91K +138 New
GLR
147
Great Lakes Retirement
Ohio
$7.76K +$7.68K +134 New
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$4.75K -$42.8K -747 -90%
S
149
SignatureFD
Georgia
$4.34K +$4.3K +75 New
AssetMark Inc
150
AssetMark Inc
California
$3.01K +$2.98K +52 New

EWX Hedge Fund Activity: Q2 2024 in Review

161 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2024, worth a combined $501M — down 21% from $633M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EWX positions and 15 closed out — a net gain of 1 holder — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Johnson Financial Group LLC (Colorado), adding an estimated $5.94M. The largest seller was New York Life Investment Management, exiting entirely with an estimated $86.8M sold.

  • 161 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2024, down from 163 in Q1 2024.
  • Funds reported $501M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2024, down 21% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2024 and 15 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2024 was Johnson Financial Group LLC (Colorado), an estimated $5.94M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2024 was New York Life Investment Management, an estimated $86.8M sold.

Based on aggregated 13F filings for Q2 2024.