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State Street SPDR S&P International Small Cap ETF

226 hedge funds and large institutions have $524M invested in State Street SPDR S&P International Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

10% more funds holding

Funds holding: 205226 (+21)

3.79% more ownership

Funds ownership: 61.64%65.43% (+3.8%)

3% more capital invested

Capital invested by funds: $508M → $524M (+$16M)

Holders
226
Holders Change
+21
Holders Change %
+10.24%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
44
Increased
79
Reduced
59
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$107M +$3.19M +83,103 +3%
BWM
2
Baystate Wealth Management
Massachusetts
$32.8M +$1.71M +44,616 +5%
Bank of America
3
Bank of America
North Carolina
$28.8M +$3.91M +101,980 +15%
AssetMark Inc
4
AssetMark Inc
California
$23.9M +$1.54M +40,299 +7%
LPL Financial
5
LPL Financial
California
$19.5M +$4.27M +111,297 +28%
Creative Planning
6
Creative Planning
Kansas
$18.6M -$363K -9,471 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.7M +$1.07M +28,004 +7%
NEWAS
8
N.E.W. Advisory Services
Wisconsin
$15.9M -$183K -4,774 -1%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$15.5M +$1.24M +32,309 +8%
CF
10
Corrigan Financial
Rhode Island
$13M +$54K +1,409 +0.4%
Morgan Stanley
11
Morgan Stanley
New York
$12.9M +$558K +14,552 +4%
CB
12
Commerce Bank
Missouri
$10.9M -$1.6M -41,787 -13%
Wells Fargo
13
Wells Fargo
California
$9.86M +$450K +11,729 +5%
CCM
14
Carlson Capital Management
Minnesota
$9.46M -$1.11M -28,989 -10%
AI
15
Accredited Investors
Minnesota
$8.18M +$676K +17,626 +9%
CFB
16
Cullen/Frost Bankers
Texas
$7.67M +$1.74M +45,346 +29%
CPO
17
Cerity Partners OCIO
New York
$7.53M -$28.7K -748 -0.4%
RFA
18
RTD Financial Advisors
Pennsylvania
$6.25M +$6.35M +165,527 New
LFG
19
Larson Financial Group
Missouri
$6.15M -$142K -3,702 -2%
UBS Group
20
UBS Group
Switzerland
$6M +$2.11M +55,011 +53%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$5.94M +$8.28K +216 +0.1%
AFS
22
Annapolis Financial Services
Maryland
$5.41M -$319K -8,333 -5%
ACM
23
Advance Capital Management
Michigan
$4.85M +$4.92M +128,350 New
CWM
24
CarsonAllaria Wealth Management
Illinois
$4.84M +$4.92M +128,236 New
SC
25
Savant Capital
Illinois
$4.82M -$155K -4,052 -3%

GWX Hedge Fund Activity: Q4 2021 in Review

226 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q4 2021, worth a combined $524M — up 3.2% from $508M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new GWX positions and 18 closed out — a net gain of 26 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was Pinnacle Wealth Planning Services, adding an estimated $12.4M. The largest seller was Jane Street, exiting entirely with an estimated $11.2M sold.

  • 226 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q4 2021, up from 205 in Q3 2021.
  • Funds reported $524M of State Street SPDR S&P International Small Cap ETF stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 44 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q4 2021 and 18 closed out, a net change of +26 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q4 2021 was Pinnacle Wealth Planning Services, an estimated $12.4M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q4 2021 was Jane Street, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2021.