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State Street SPDR S&P International Small Cap ETF

214 hedge funds and large institutions have $438M invested in State Street SPDR S&P International Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 220214 (-6)

4.32% less ownership

Funds ownership: 72.48%68.16% (-4.3%)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

12% less capital invested

Capital invested by funds: $498M → $438M (-$59.8M)

38% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 92

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
57
Reduced
92
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
126
Outlook Wealth Advisors
Texas
$370K -$53.7K -1,719 -13%
IWC
127
Integrated Wealth Concepts
Massachusetts
$358K +$61.9K +1,980 +22%
LWMNY
128
Landmark Wealth Management (New York)
New York
$354K +$1K +32 +0.3%
KFI
129
Key Financial Inc
Pennsylvania
$344K
Corient Private Wealth
130
Corient Private Wealth
Florida
$344K -$74.2K -2,373 -18%
WFAG
131
Worth Financial Advisory Group
North Carolina
$335K +$107K +3,427 +50%
BSWM
132
Boston Standard Wealth Management
Massachusetts
$331K +$23.4K +747 +8%
VBFP
133
Valtinson Bruner Financial Planning
Minnesota
$326K -$1.88K -60 -0.6%
NAS
134
Nicolet Advisory Services
Wisconsin
$325K -$29.4K -941 -9%
TWA
135
TCI Wealth Advisors
Arizona
$290K -$37.2K -1,190 -12%
CCM
136
Carlson Capital Management
Minnesota
$278K -$1.82M -58,135 -87%
AL
137
Aspiriant LLC
California
$270K -$28.2K -902 -10%
WAG
138
Wallace Advisory Group
California
$254K -$2.38K -76 -0.9%
MIAS
139
Mason Investment Advisory Services
Virginia
$251K
BFG
140
Berger Financial Group
Minnesota
$250K
BI
141
Berkeley Inc
Idaho
$233K
BTWM
142
Baker Tilly Wealth Management
Wisconsin
$232K -$53.1K -1,700 -19%
FI
143
FWG Investments
Kentucky
$229K +$221K +7,054 New
SWM
144
Sterling Wealth Management
Illinois
$229K
Citadel Advisors
145
Citadel Advisors
Florida
$226K -$482K -15,418 -69%
AC
146
Apella Capital
Connecticut
$221K
Betterment LLC
147
Betterment LLC
New York
$220K +$212K +6,784 New
KFS
148
Kelly Financial Services
Massachusetts
$220K -$27.7K -887 -12%
OFG
149
Omega Financial Group
California
$219K -$5.81K -186 -3%
BWP
150
Balboa Wealth Partners
Arizona
$218K +$11.6K +371 +6%

GWX Hedge Fund Activity: Q1 2024 in Review

214 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q1 2024, worth a combined $438M — down 12% from $498M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GWX and 17 opened new positions — a net loss of 2 holders — while 92 trimmed existing stakes and 57 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $15.1M. The largest seller was State Street, exiting entirely with an estimated $58.3M sold.

  • 214 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q1 2024, down from 220 in Q4 2023.
  • Funds reported $438M of State Street SPDR S&P International Small Cap ETF stock for Q1 2024, down 12% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q1 2024 and 19 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $15.1M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q1 2024 was State Street, an estimated $58.3M sold.

Based on aggregated 13F filings for Q1 2024.