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State Street SPDR S&P International Small Cap ETF

221 hedge funds and large institutions have $479M invested in State Street SPDR S&P International Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

17% more capital invested

Capital invested by funds: $411M → $479M (+$68.1M)

8% more funds holding

Funds holding: 205221 (+16)

1.17% more ownership

Funds ownership: 70.4%71.56% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 70

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
221
Holders Change
+16
Holders Change %
+7.8%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
41
Increased
75
Reduced
70
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$83M -$1.93M -68,069 -2%
BWM
2
Baystate Wealth Management
Massachusetts
$23.2M -$4.84M -170,882 -18%
Bank of America
3
Bank of America
North Carolina
$22.5M +$2.97M +105,064 +16%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.8M +$2.95M +104,393 +17%
LPL Financial
5
LPL Financial
California
$19.1M +$2.18M +76,860 +13%
AssetMark Inc
6
AssetMark Inc
California
$17.1M -$818K -28,914 -5%
CB
7
Commerce Bank
Missouri
$16.4M +$4.66M +164,545 +42%
Jane Street
8
Jane Street
New York
$16.2M +$15.6M +552,120 New
CFB
9
Cullen/Frost Bankers
Texas
$15.5M -$891K -31,472 -6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$14.5M -$623K -22,019 -5%
Creative Planning
11
Creative Planning
Kansas
$13.8M -$244K -8,630 -2%
TF
12
TIAA FSB
Florida
$12.2M +$2.39M +84,514 +26%
NEWAS
13
N.E.W. Advisory Services
Wisconsin
$11.9M +$1.62M +57,388 +17%
Morgan Stanley
14
Morgan Stanley
New York
$10.1M +$119K +4,203 +1%
CF
15
Corrigan Financial
Rhode Island
$9.73M -$404K -14,273 -4%
Wells Fargo
16
Wells Fargo
California
$8.37M -$838K -29,618 -9%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$7.11M +$1.69M +59,736 +33%
CPO
18
Cerity Partners OCIO
New York
$6.26M +$1.34M +47,421 +29%
CI
19
CX Institutional
Indiana
$5.09M +$4.9M +173,194 New
TFA
20
Tobias Financial Advisors
Florida
$4.52M +$2.11M +74,530 +94%
AFS
21
Annapolis Financial Services
Maryland
$4.46M +$230K +8,118 +6%
UBS Group
22
UBS Group
Switzerland
$4.31M +$772K +27,263 +23%
RFA
23
RTD Financial Advisors
Pennsylvania
$4.3M -$70.1K -2,477 -2%
FTUS
24
Flow Traders U.S.
New York
$3.95M +$3.8M +134,278 New
CWM
25
CarsonAllaria Wealth Management
Illinois
$3.79M -$3K -106 -0.1%

GWX Hedge Fund Activity: Q4 2022 in Review

221 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q4 2022, worth a combined $479M — up 17% from $411M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new GWX positions and 22 closed out — a net gain of 19 holders — while 75 added to existing stakes and 70 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $15.6M. The largest seller was Accredited Investors, cutting an estimated $28.7M.

  • 221 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q4 2022, up from 205 in Q3 2022.
  • Funds reported $479M of State Street SPDR S&P International Small Cap ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 41 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q4 2022 and 22 closed out, a net change of +19 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q4 2022 was Jane Street, an estimated $15.6M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q4 2022 was Accredited Investors, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2022.