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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
KFS
151
Kelly Financial Services
Massachusetts
$243K -$2.88K -98 -1%
WAG
152
Wallace Advisory Group
California
$235K -$13.3K -452 -5%
BI
153
Berkeley Inc
Idaho
$227K +$59 +2 +0%
SWM
154
Sterling Wealth Management
Illinois
$224K +$207K +7,047 New
OFG
155
Omega Financial Group
California
$220K -$205 -7 -0.1%
WFAG
156
Worth Financial Advisory Group
North Carolina
$219K +$202K +6,891 New
AR
157
Apeiron RIA
Texas
$214K +$198K +6,746 New
SIA
158
Strategic Investment Advisors
Michigan
$214K -$11K -374 -5%
AFG
159
Atomi Financial Group
New York
$214K +$197K +6,730 New
RJA
160
Raymond James & Associates
Florida
$212K -$6.31K -215 -3%
AC
161
Apella Capital
Connecticut
$212K +$200K +6,828 New
SWP
162
Stratos Wealth Partners
Ohio
$209K -$15.3K -523 -7%
CAL
163
Capital Analysts LLC
Pennsylvania
$208K +$31.3K +1,068 +20%
FFS
164
Founders Financial Securities
Maryland
$206K +$191K +6,493 New
BWP
165
Balboa Wealth Partners
Arizona
$201K +$186K +6,340 New
JFG
166
JMG Financial Group
Illinois
$201K +$186K +6,329 New
RWPA
167
Richard W. Paul & Associates
Michigan
$182K -$5.66K -193 -3%
MFT
168
Moisand Fitzgerald Tamayo
Florida
$148K -$41.2K -1,404 -23%
Citigroup
169
Citigroup
New York
$146K -$33.5K -1,140 -20%
CAL
170
Capital Advisors Ltd
Ohio
$121K
PA
171
Parallel Advisors
California
$118K
AWM
172
Avior Wealth Management
Nebraska
$84.6K -$7.31K -249 -9%
HCM
173
Hollencrest Capital Management
California
$67.7K
AF
174
Allworth Financial
California
$51.6K
UB
175
UMB Bank
Missouri
$50.8K

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.