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State Street SPDR S&P International Small Cap ETF
GWX

212 hedge funds and large institutions have $416M invested in State Street SPDR S&P International Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 72

1.21% less ownership

Funds ownership: 68.28% → 67.06% (-1.2%)

3% less funds holding

Funds holding: 219 → 212 (-7)

12% less capital invested

Capital invested by funds: $471M → $416M (-$55.2M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
212
Holders Change
-7
Holders Change %
-3.2%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
82
Reduced
72
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$3.86M
2
FTUS
Flow Traders U.S.
New York
+$3.22M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.97M
4
SAW
Signal Advisors Wealth
Michigan
+$1.65M
5
TCWM
Total Clarity Wealth Management
Illinois
+$1.36M

Top Sellers

1
Jane Street
Jane Street
New York
-$6.12M
2
CB
Commerce Bank
Missouri
-$3.67M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.84M
5
Northern Trust
Northern Trust
Illinois
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$33.1M +$1.09M +33,710 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.8M +$1.97M +60,959 +8%
Bank of America
3
Bank of America
North Carolina
$20.9M -$3.68K -114 -0%
AssetMark Inc
4
AssetMark Inc
California
$17.8M +$570K +17,676 +3%
WSFS
5
Wilmington Savings Fund Society
Delaware
$16M +$501K +15,509 +3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$15.7M +$20K +620 +0.1%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$14M +$1.27M +39,249 +10%
Osaic Holdings
8
Osaic Holdings
Arizona
$13.2M +$565K +17,521 +4%
Creative Planning
9
Creative Planning
Kansas
$10.7M -$811K -25,128 -7%
NEWAS
10
N.E.W. Advisory Services
Wisconsin
$10.2M -$2.49M -77,248 -19%
CB
11
Commerce Bank
Missouri
$9.92M -$3.67M -113,735 -26%
CF
12
Corrigan Financial
Rhode Island
$9.25M +$48.1K +1,491 +0.5%
CFB
13
Cullen/Frost Bankers
Texas
$8.99M -$31.5K -976 -0.3%
Morgan Stanley
14
Morgan Stanley
New York
$8.69M -$159K -4,918 -2%
Wells Fargo
15
Wells Fargo
California
$8.16M -$9.55K -296 -0.1%
TC
16
TownSquare Capital
Utah
$7.61M +$107K +3,323 +1%
TIAA Trust, National Association
17
TIAA Trust, National Association
North Carolina
$7.32M -$465K -14,409 -6%
EH
18
Equitable Holdings
New York
$6.42M +$604K +18,716 +10%
PAS
19
Park Avenue Securities
New York
$6.33M +$477K +14,774 +8%
Cerity Partners
20
Cerity Partners
New York
$5.73M -$112K -3,470 -2%
CI
21
CX Institutional
Indiana
$5.5M – – –
PAG
22
Private Advisor Group
New Jersey
$4.33M -$20.8K -643 -0.5%
UBS Group
23
UBS Group
Switzerland
$4.32M +$8.59K +266 +0.2%
MWM
24
Modera Wealth Management
New Jersey
$4.27M +$3.86M +119,524 +653%
RFA
25
RTD Financial Advisors
Pennsylvania
$4.1M -$17.7K -548 -0.4%
1
2 3 4 5

GWX Hedge Fund Activity: Q4 2024 in Review

212 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q4 2024, worth a combined $416M — down 12% from $471M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of GWX and 25 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 82 added.

The largest buyer was Modera Wealth Management, adding an estimated $3.86M. The largest seller was Jane Street, cutting an estimated $6.12M.

  • 212 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q4 2024, down from 219 in Q3 2024.
  • Funds reported $416M of State Street SPDR S&P International Small Cap ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q4 2024 and 30 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q4 2024 was Modera Wealth Management, an estimated $3.86M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q4 2024 was Jane Street, an estimated $6.12M sold.

Based on aggregated 13F filings for Q4 2024.