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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
State Street
1
State Street
Massachusetts
$58.3M -$20.3M -692,942 -27%
LPL Financial
2
LPL Financial
California
$34.9M +$2.5M +85,325 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.9M +$757K +25,812 +4%
Bank of America
4
Bank of America
North Carolina
$21.6M -$535K -18,217 -3%
AssetMark Inc
5
AssetMark Inc
California
$20.3M -$123K -4,191 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$18.5M +$8.47M +288,654 +99%
CAN
7
Cetera Advisor Networks
California
$14.9M -$820K -27,953 -6%
NEWAS
8
N.E.W. Advisory Services
Wisconsin
$14.1M +$161K +5,503 +1%
CB
9
Commerce Bank
Missouri
$13.8M -$6.58M -224,192 -34%
Creative Planning
10
Creative Planning
Kansas
$13.5M -$280K -9,530 -2%
BWM
11
Baystate Wealth Management
Massachusetts
$13.3M +$397K +13,519 +3%
CFB
12
Cullen/Frost Bankers
Texas
$11.4M +$417K +14,197 +4%
TIAA Trust, National Association
13
TIAA Trust, National Association
North Carolina
$10.5M -$1.08M -36,945 -10%
Jane Street
14
Jane Street
New York
$9.75M +$8.11M +276,372 +905%
CF
15
Corrigan Financial
Rhode Island
$9.72M +$52.6K +1,792 +0.6%
Wells Fargo
16
Wells Fargo
California
$9.16M -$2.22M -75,764 -21%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$7.13M -$65.5K -2,231 -1%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$7.02M +$1.88M +64,140 +41%
Cerity Partners
19
Cerity Partners
New York
$6.42M +$8.19M +279,111 +135%
FTUS
20
Flow Traders U.S.
New York
$6.08M +$3.05M +103,775 +119%
CI
21
CX Institutional
Indiana
$5.63M +$121K +4,133 +2%
PAS
22
Park Avenue Securities
New York
$5.15M +$281K +9,572 +6%
AWM
23
AE Wealth Management
Kansas
$4.89M +$554K +18,869 +13%
EH
24
Equitable Holdings
New York
$4.8M +$245K +8,353 +6%
UBS Group
25
UBS Group
Switzerland
$4.32M +$61.8K +2,105 +2%

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.