We are live on ! Find out more
GWX icon

State Street SPDR S&P International Small Cap ETF

205 hedge funds and large institutions have $411M invested in State Street SPDR S&P International Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% more ownership

Funds ownership: 68.38%70.4% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 73

5% less funds holding

Funds holding: 215205 (-10)

6% less capital invested

Capital invested by funds: $438M → $411M (-$26.9M)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
3.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
70
Reduced
73
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$75.4M -$1.93M -65,773 -2%
AI
2
Accredited Investors
Minnesota
$28.5M +$4.65M +158,529 +17%
BWM
3
Baystate Wealth Management
Massachusetts
$25M +$182K +6,198 +0.7%
Bank of America
4
Bank of America
North Carolina
$17.2M +$557K +19,019 +3%
AssetMark Inc
5
AssetMark Inc
California
$15.9M -$193K -6,584 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.7M +$1.95M +66,418 +12%
LPL Financial
7
LPL Financial
California
$14.9M +$488K +16,651 +3%
CFB
8
Cullen/Frost Bankers
Texas
$14.6M +$1.18M +40,289 +8%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$12.7M +$1.69M +57,720 +14%
Creative Planning
10
Creative Planning
Kansas
$12.5M -$369K -12,593 -3%
CB
11
Commerce Bank
Missouri
$10.3M +$2.68M +91,285 +30%
NEWAS
12
N.E.W. Advisory Services
Wisconsin
$9.03M +$811K +27,661 +9%
CF
13
Corrigan Financial
Rhode Island
$8.99M +$12.9K +440 +0.1%
Morgan Stanley
14
Morgan Stanley
New York
$8.83M +$61.9K +2,111 +0.6%
TF
15
TIAA FSB
Florida
$8.57M +$4.38M +149,336 +83%
Wells Fargo
16
Wells Fargo
California
$8.19M +$817K +27,883 +10%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$5.27M +$5.92M +202,016 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$4.74M +$247K +8,416 +5%
CPO
19
Cerity Partners OCIO
New York
$4.32M -$3.65M -124,622 -43%
LFG
20
Larson Financial Group
Missouri
$4.02M -$93.4K -3,186 -2%
RFA
21
RTD Financial Advisors
Pennsylvania
$3.88M -$485K -16,533 -10%
AFS
22
Annapolis Financial Services
Maryland
$3.74M
CWM
23
CarsonAllaria Wealth Management
Illinois
$3.36M -$3.05K -104 -0.1%
UBS Group
24
UBS Group
Switzerland
$3.11M -$512K -17,474 -13%
PFA
25
Pure Financial Advisors
California
$3.08M +$299K +10,214 +9%

GWX Hedge Fund Activity: Q3 2022 in Review

205 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q3 2022, worth a combined $411M — down 6.1% from $438M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of GWX and 15 opened new positions — a net loss of 9 holders — while 73 trimmed existing stakes and 70 added.

The largest buyer was Wealthcare Advisory Partners, opening a new position worth an estimated $5.92M. The largest seller was Cerity Partners OCIO, cutting an estimated $3.65M.

  • 205 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q3 2022, down from 215 in Q2 2022.
  • Funds reported $411M of State Street SPDR S&P International Small Cap ETF stock for Q3 2022, down 6.1% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q3 2022 and 24 closed out, a net change of -9 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q3 2022 was Wealthcare Advisory Partners, an estimated $5.92M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q3 2022 was Cerity Partners OCIO, an estimated $3.65M sold.

Based on aggregated 13F filings for Q3 2022.