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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
QC
126
Quent Capital
New York
$427K +$19.3K +659 +5%
OWA
127
Outlook Wealth Advisors
Texas
$416K -$1.35K -46 -0.3%
Corient Private Wealth
128
Corient Private Wealth
Florida
$411K +$380K +12,956 New
UWM
129
USAdvisors Wealth Management
Minnesota
$407K -$754K -25,696 -67%
MWM
130
Modera Wealth Management
New Jersey
$407K +$29 +1 +0%
GFPC
131
Global Financial Private Client
Florida
$393K +$135K +4,603 +59%
SWM
132
Seaside Wealth Management
California
$385K +$3.93K +134 +1%
CCG
133
Capital CS Group
California
$379K +$50.4K +1,719 +17%
ACM
134
Advance Capital Management
Michigan
$375K -$8.48K -289 -2%
LWMNY
135
Landmark Wealth Management (New York)
New York
$345K +$23.2K +792 +8%
NAS
136
Nicolet Advisory Services
Wisconsin
$340K -$42.6K -1,451 -12%
KFI
137
Key Financial Inc
Pennsylvania
$336K
FMN
138
Financial Management Network
California
$325K -$28.2K -962 -8%
TWA
139
TCI Wealth Advisors
Arizona
$321K
VBFP
140
Valtinson Bruner Financial Planning
Minnesota
$321K -$4.37K -149 -1%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$300K -$201K -6,851 -42%
CA
142
Continuum Advisory
Idaho
$294K +$1.03K +35 +0.4%
AL
143
Aspiriant LLC
California
$293K -$110K -3,732 -29%
IWC
144
Integrated Wealth Concepts
Massachusetts
$287K -$38.2K -1,303 -13%
BTWM
145
Baker Tilly Wealth Management
Wisconsin
$281K +$32.8K +1,116 +14%
BSWM
146
Boston Standard Wealth Management
Massachusetts
$275K
AFAS
147
Acorn Financial Advisory Services
Virginia
$261K +$2.7K +92 +1%
MFG
148
Merit Financial Group
Georgia
$253K +$234K +7,962 New
MIAS
149
Mason Investment Advisory Services
Virginia
$245K
BFG
150
Berger Financial Group
Minnesota
$244K +$1.38K +47 +0.6%

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.