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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
NS
201
NBC Securities
Alabama
$6K
RFG
202
REAP Financial Group
Texas
$5.4K +$4.99K +170 New
AIC
203
Archer Investment Corporation
Indiana
$4.45K
CFD
204
Creative Financial Designs
Indiana
$4.42K
CAS
205
Coppell Advisory Solutions
Texas
$4.32K +$3.99K +136 New
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$3.97K -$1.58K -54 -30%
PA
207
PSI Advisors
Florida
$3.97K
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$3.33K -$763 -26 -20%
CA
209
Crewe Advisors
Utah
$3.3K
JP Morgan Chase
210
JP Morgan Chase
New York
$3.02K
KHC
211
Koesten Hirschmann & Crabtree
Kansas
$2.35K +$2.17K +74 New
CFGS
212
Concourse Financial Group Securities
Alabama
$1.91K
ACA
213
Aptus Capital Advisors
Alabama
$1.43K
CPA
214
Cardiff Park Advisors
California
$1.24K +$1.14K +39 New
PP
215
Pacifica Partners
Canada
$1.17K +$1.14K +39 New
C
216
Covestor
United Kingdom
$1K -$411 -14 -33%
TFA
217
Transamerica Financial Advisors
Florida
$1K
FCAS
218
First Command Advisory Services
Texas
$889
AWM
219
Able Wealth Management
New Jersey
$275 +$264 +9 New
NC
220
NewSquare Capital
Pennsylvania
$191
OMC
221
Old Mission Capital
Illinois
-$2.82M -96,864 Closed
GVAG
222
Great Valley Advisor Group
Delaware
-$613K -21,031 Closed
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
-$377K -12,954 Closed
SBH
224
Segall Bryant & Hamill
Illinois
-$369K -12,676 Closed
3LCM
225
3D/L Capital Management
Connecticut
-$347K -11,891 Closed

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.