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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
OPS
126
Orion Portfolio Solutions
Nebraska
$297K +$302K +7,870 New
AR
127
Apeiron RIA
Texas
$291K +$295K +7,704 New
BSWM
128
Boston Standard Wealth Management
Massachusetts
$290K +$5.02K +131 +2%
CFA
129
Cahill Financial Advisors
Minnesota
$286K +$5.17K +135 +2%
FNC
130
First National Corp
Massachusetts
$284K
UB
131
UMB Bank
Missouri
$284K +$288K +7,509 New
BI
132
Berkeley Inc
Idaho
$281K -$36.7K -957 -11%
CCM
133
Coldstream Capital Management
Washington
$276K -$690 -18 -0.2%
PFA
134
Paradigm Financial Advisors
Missouri
$272K +$19.7K +515 +8%
SWA
135
Stratos Wealth Advisors
Ohio
$264K -$228K -5,949 -46%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$255K +$4.79K +125 +2%
BlackRock
137
BlackRock
New York
$253K
RC
138
RegentAtlantic Capital
New Jersey
$247K
EDRIA
139
Edmonds Duncan Registered Investment Advisors
Kansas
$245K -$77.7K -2,027 -23%
JFG
140
JMG Financial Group
Illinois
$239K
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$239K
NWM
142
Northwest Wealth Management
Iowa
$238K +$241K +6,297 New
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$237K +$203K +5,306 +547%
AWM
144
Axxcess Wealth Management
California
$237K +$240K +6,269 New
OIA
145
OneDigital Investment Advisors
Kansas
$230K +$233K +6,079 New
BTWM
146
Baker Tilly Wealth Management
Wisconsin
$223K +$226K +5,906 New
PAG
147
Private Advisor Group
New Jersey
$222K +$226K +5,884 New
JMPWA
148
JP Morgan Private Wealth Advisors
California
$214K +$17.6K +459 +9%
PWM
149
Perigon Wealth Management
California
$209K +$1.03K +27 +0.5%
CIBC World Market
150
CIBC World Market
Ontario, Canada
$208K

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.