We are live on ! Find out more
GWX icon

State Street SPDR S&P International Small Cap ETF

129 hedge funds and large institutions have $583M invested in State Street SPDR S&P International Small Cap ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

13% more funds holding

Funds holding: 114129 (+15)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.33% less ownership

Funds ownership: 69.29%65.95% (-3.3%)

5% less capital invested

Capital invested by funds: $616M → $583M (-$33M)

Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
43
Reduced
32
Closed
10
Calls
$447K
Puts
Net Calls
+$447K
Net Calls Change
+$447K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$132M -$3.35M -94,264 -2%
Bank of America
2
Bank of America
North Carolina
$67.6M +$299K +8,424 +0.4%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$57M +$2.1M +59,164 +4%
BWM
4
Baystate Wealth Management
Massachusetts
$40.6M +$1.25M +35,328 +3%
CB
5
Commerce Bank
Missouri
$36.6M +$1.81M +51,034 +5%
AssetMark Inc
6
AssetMark Inc
California
$25.6M -$531K -14,949 -2%
Wells Fargo
7
Wells Fargo
California
$15.9M -$83.9M -2,362,241 -84%
CCP
8
Cardan Capital Partners
Colorado
$14.8M +$14.8M +418,081 New
GFPC
9
Global Financial Private Capital
Florida
$12.9M +$775K +21,817 +6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$12.9M +$9.41M +264,890 +271%
Morgan Stanley
11
Morgan Stanley
New York
$12.4M +$891K +25,085 +8%
Stifel Financial
12
Stifel Financial
Missouri
$9.67M +$9.42M +265,345 +3,785%
AA
13
Advisory Alpha
Michigan
$8.45M +$8.03M +226,192 New
CCM
14
Carlson Capital Management
Minnesota
$7.27M +$37.9K +1,067 +0.5%
UBS Group
15
UBS Group
Switzerland
$7.04M -$693K -19,529 -9%
AI
16
Accredited Investors
Minnesota
$6.92M -$116K -3,277 -2%
Comerica Bank
17
Comerica Bank
Texas
$6.66M -$1.61M -45,418 -20%
HighTower Advisors
18
HighTower Advisors
Illinois
$5.37M +$62.3K +1,754 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.13M -$279K -7,866 -5%
TFA
20
Transamerica Financial Advisors
Florida
$4.38M -$1.6M -45,035 -27%
IA
21
IndexIQ Advisors
New York
$4.33M -$553K -15,574 -11%
BP
22
Ballentine Partners
Massachusetts
$4.06M
WA
23
WP Advisors
California
$4.04M +$161K +4,533 +4%
RC
24
Rinet Company
Massachusetts
$3.76M -$86.8K -2,445 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.75M +$106K +2,982 +3%

GWX Hedge Fund Activity: Q4 2017 in Review

129 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q4 2017, worth a combined $583M — down 5.4% from $616M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new GWX positions and 10 closed out — a net gain of 16 holders — while 43 added to existing stakes and 32 trimmed.

The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $14.8M. The largest seller was Wells Fargo, cutting an estimated $83.9M.

  • 129 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q4 2017, up from 114 in Q3 2017.
  • Funds reported $583M of State Street SPDR S&P International Small Cap ETF stock for Q4 2017, down 5.4% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q4 2017 and 10 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q4 2017 was Cardan Capital Partners, an estimated $14.8M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q4 2017 was Wells Fargo, an estimated $83.9M sold.

Based on aggregated 13F filings for Q4 2017.