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State Street SPDR S&P International Small Cap ETF

220 hedge funds and large institutions have $498M invested in State Street SPDR S&P International Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

6% more funds holding

Funds holding: 207220 (+13)

6% more capital invested

Capital invested by funds: $469M → $498M (+$29.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.27% less ownership

Funds ownership: 72.75%72.48% (-0.27%)

11% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 81

Holders
220
Holders Change
+13
Holders Change %
+6.28%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
72
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
26
RTD Financial Advisors
Pennsylvania
$4.24M -$116K -3,943 -3%
Osaic Holdings
27
Osaic Holdings
Arizona
$4.21M -$2.77M -94,309 -42%
CWM
28
CarsonAllaria Wealth Management
Illinois
$4.01M -$3.96K -135 -0.1%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.85M +$60.4K +2,057 +2%
AFS
30
Annapolis Financial Services
Maryland
$3.83M -$922K -31,435 -21%
TFA
31
Tobias Financial Advisors
Florida
$3.73M -$404K -13,752 -10%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.68M -$22K -751 -0.6%
TC
33
TownSquare Capital
Utah
$3.57M -$24.9K -849 -0.7%
MCM
34
MAI Capital Management
Ohio
$3.46M +$221K +7,532 +7%
SC
35
Savant Capital
Illinois
$3.39M -$69.6K -2,373 -2%
PFA
36
Pure Financial Advisors
California
$2.96M -$435K -14,825 -14%
BW
37
BIP Wealth
Georgia
$2.93M +$280K +9,541 +12%
EBWM
38
Eagle Bluffs Wealth Management
Missouri
$2.89M +$37.7K +1,286 +1%
APC
39
Aspire Private Capital
North Carolina
$2.84M -$76.1K -2,592 -3%
HighTower Advisors
40
HighTower Advisors
Illinois
$2.66M +$430K +14,654 +21%
ML
41
McAdam LLC
Pennsylvania
$2.58M +$671K +22,856 +39%
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$2.54M +$1.9M +64,852 +431%
GM
43
GeoWealth Management
Illinois
$2.38M +$284K +9,690 +15%
CCM
44
Carlson Capital Management
Minnesota
$2.12M -$29.5K -1,006 -1%
HWP
45
Hibernia Wealth Partners
Louisiana
$1.99M +$1.84M +62,561 New
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$1.98M +$516K +17,595 +39%
TC
47
Trilogy Capital
California
$1.85M +$487K +16,599 +40%
BP
48
Ballentine Partners
Massachusetts
$1.82M
IPWA
49
International Private Wealth Advisors
California
$1.74M +$1.6M +54,637 New
IWM
50
IHT Wealth Management
Illinois
$1.73M -$47.6K -1,621 -3%

GWX Hedge Fund Activity: Q4 2023 in Review

220 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q4 2023, worth a combined $498M — up 6.2% from $469M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GWX positions and 15 closed out — a net gain of 14 holders — while 72 added to existing stakes and 81 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.47M. The largest seller was State Street, cutting an estimated $20.3M.

  • 220 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q4 2023, up from 207 in Q3 2023.
  • Funds reported $498M of State Street SPDR S&P International Small Cap ETF stock for Q4 2023, up 6.2% quarter-over-quarter.
  • 29 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q4 2023 and 15 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $8.47M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q4 2023 was State Street, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2023.