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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
NA
51
NewEdge Advisors
Louisiana
$1.54M +$337K +11,478 +31%
LI
52
LMCG Investments
Massachusetts
$1.44M
AWA
53
Arete Wealth Advisors
Illinois
$1.43M +$1.32M +45,036 New
RJFSA
54
Raymond James Financial Services Advisors
Florida
$1.4M -$40K -1,364 -3%
AI
55
Accredited Investors
Minnesota
$1.35M -$565K -19,248 -31%
MWM
56
Mission Wealth Management
California
$1.34M +$354K +12,074 +40%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.33M -$195K -6,657 -14%
SFM
58
Signet Financial Management
New Jersey
$1.31M +$67.7K +2,307 +6%
GRP
59
Global Retirement Partners
California
$1.28M +$248K +8,438 +25%
HI
60
Harbour Investments
Wisconsin
$1.26M +$29.8K +1,014 +3%
VA
61
Valmark Advisers
Ohio
$1.22M +$17K +578 +2%
RA
62
RFG Advisory
Alabama
$1.18M +$34K +1,159 +3%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.15M -$124K -4,212 -10%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$1.14M -$851 -29 -0.1%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$1.14M -$89.4K -3,046 -8%
ULWM
66
Upper Left Wealth Management
Florida
$1.13M +$33K +1,124 +3%
PA
67
Probity Advisors
Texas
$1.13M +$13.9K +475 +1%
MCCA
68
Mill Creek Capital Advisors
Pennsylvania
$1.1M
MG
69
Mather Group
Illinois
$1.08M -$9.24K -315 -0.9%
SMC
70
Smith, Moore & Co
Missouri
$1.07M +$29 +1 +0%
AA
71
Alesco Advisors
New York
$1.07M -$734 -25 -0.1%
CSPIA
72
Cary Street Partners Investment Advisory
Virginia
$1.04M
BCI
73
Brinker Capital Investments
Pennsylvania
$1.02M +$116K +3,967 +14%
OPS
74
Orion Portfolio Solutions
Nebraska
$1.02M +$116K +3,967 +14%
M&T Bank
75
M&T Bank
New York
$1.01M -$109K -3,714 -10%

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.