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State Street SPDR S&P International Small Cap ETF

226 hedge funds and large institutions have $524M invested in State Street SPDR S&P International Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

10% more funds holding

Funds holding: 205226 (+21)

3.79% more ownership

Funds ownership: 61.64%65.43% (+3.8%)

3% more capital invested

Capital invested by funds: $508M → $524M (+$16M)

Holders
226
Holders Change
+21
Holders Change %
+10.24%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
44
Increased
79
Reduced
59
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Alesco Advisors
New York
$1.37M -$25.1K -656 -2%
AWA
52
Arete Wealth Advisors
Illinois
$1.35M +$843K +22,001 +162%
ULWM
53
Upper Left Wealth Management
Florida
$1.32M +$1.33M +34,799 New
VA
54
Valmark Advisers
Ohio
$1.32M +$42.7K +1,115 +3%
PA
55
Probity Advisors
Texas
$1.32M +$54.7K +1,427 +4%
PWPS
56
Pinnacle Wealth Planning Services
Ohio
$1.3M +$12.4M +322,706 +2,259%
RPG
57
Resource Planning Group
Georgia
$1.28M -$125K -3,248 -9%
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$1.26M -$9.16K -239 -0.7%
Goldman Sachs
59
Goldman Sachs
New York
$1.26M
EA
60
Efficient Advisors
Ohio
$1.26M -$4.45K -116 -0.3%
IWM
61
IHT Wealth Management
Illinois
$1.25M +$994K +25,923 +364%
AG
62
Ascent Group
Virginia
$1.23M +$1.32M +34,509 New
AWM
63
AE Wealth Management
Kansas
$1.14M +$260K +6,773 +29%
UWM
64
USAdvisors Wealth Management
Minnesota
$1.11M +$108K +2,823 +11%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$1.1M -$21.5K -562 -2%
RA
66
RFG Advisory
Alabama
$1.09M +$50.7K +1,323 +5%
PO
67
Private Ocean
California
$1.05M -$157K -4,090 -13%
SMC
68
Smith, Moore & Co
Missouri
$1.02M
OCM
69
One Capital Management
California
$946K -$16.6K -433 -2%
AO
70
Advisor OS
Illinois
$915K +$27.6K +719 +3%
SWM
71
Spire Wealth Management
Virginia
$908K -$77 -2 -0%
EA
72
Eclectic Associates
California
$892K +$140K +3,660 +18%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$882K +$143K +3,737 +19%
GM
74
GeoWealth Management
Illinois
$852K +$95.6K +2,494 +12%
SCM
75
Stonehearth Capital Management
Massachusetts
$817K -$42.8K -1,116 -5%

GWX Hedge Fund Activity: Q4 2021 in Review

226 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q4 2021, worth a combined $524M — up 3.2% from $508M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new GWX positions and 18 closed out — a net gain of 26 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was Pinnacle Wealth Planning Services, adding an estimated $12.4M. The largest seller was Jane Street, exiting entirely with an estimated $11.2M sold.

  • 226 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q4 2021, up from 205 in Q3 2021.
  • Funds reported $524M of State Street SPDR S&P International Small Cap ETF stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 44 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q4 2021 and 18 closed out, a net change of +26 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q4 2021 was Pinnacle Wealth Planning Services, an estimated $12.4M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q4 2021 was Jane Street, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2021.