GWX Institutional Ownership
State Street SPDR S&P International Small Cap ETF
1W: -0.9%
1M: -0.9%
3M: +3.5%
YTD: +11.0%
1Y: +13.5%
3Y: +65.5%
5Y: +29.4%
$45.76
+0.37 (+0.80%)
Weekly Expected Move ±1.9%
$44
$45
$46
$47
$47
Overview
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Holdings
Changes
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Analysis
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Institutions
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Institutional Ownership — GWX
284
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
606M
Total Invested
36
New Positions
98
Increased
103
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (300 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,351,947 | $62M | +89,130 | +7.1% | 61Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 930,697 | $43M | +65,294 | +7.5% | 71Q | SEC ↗ |
| 3 | Savant Capital, LLC | 656,349 | $30M | +325,928 | +98.6% | 29Q | SEC ↗ |
| 4 | Envestnet Portfolio Solutions, Inc. | 633,085 | $29M | +42,712 | +7.2% | 12Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 622,405 | $28M | +125,882 | +25.4% | 26Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 581,318 | $27M | +30,926 | +5.6% | 15Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 550,651 | $25M | -29,047 | -5.0% | 15Q | SEC ↗ |
| 8 | Wilmington Savings Fund Society, FSB | 503,359 | $23M | -40,618 | -7.5% | 10Q | SEC ↗ |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 455,686 | $21M | +36,328 | +8.7% | 2Q | SEC ↗ |
| 10 | ASSETMARK, INC | 442,806 | $20M | -7,943 | -1.8% | 52Q | SEC ↗ |
| 11 | Cerity Partners LLC | 338,835 | $16M | +474 | +0.1% | 27Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 330,645 | $15M | -3,839 | -1.1% | 71Q | SEC ↗ |
| 13 | MORGAN STANLEY | 266,311 | $12M | -46 | -0.0% | 60Q | SEC ↗ |
| 14 | Creative Planning | 259,010 | $12M | -15,340 | -5.6% | 35Q | SEC ↗ |
| 15 | COMMERCE BANK | 238,197 | $11M | +19,634 | +9.0% | 76Q | SEC ↗ |
| 16 | PARK AVENUE SECURITIES LLC | 235,610 | $11M | -2,015 | -0.8% | 28Q | SEC ↗ |
| 17 | N.E.W. Advisory Services LLC | 223,623 | $10M | -4,879 | -2.1% | 25Q | SEC ↗ |
| 18 | FMR LLC | 175,443 | $8M | +11,805 | +7.2% | 33Q | SEC ↗ |
| 19 | JANE STREET GROUP, LLC NEW | 163,857 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 155,342 | $7M | +33,227 | +27.2% | 53Q | SEC ↗ |
| 21 | UBS Group AG | 137,293 | $6M | +3,177 | +2.4% | 47Q | SEC ↗ |
| 22 | RTD Financial Advisors, Inc. | 124,894 | $6M | -741 | -0.6% | 19Q | SEC ↗ |
| 23 | EP Wealth Advisors, LLC NEW | 121,785 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 24 | MAI Capital Management | 119,445 | $5M | +9,452 | +8.6% | 47Q | SEC ↗ |
| 25 | Equitable Holdings, Inc. | 111,608 | $5M | -686 | -0.6% | 27Q | SEC ↗ |
| 26 | BIP Wealth, LLC | 107,412 | $5M | +7,764 | +7.8% | 14Q | SEC ↗ |
| 27 | Eagle Bluffs Wealth Management LLC | 106,873 | $5M | +1,205 | +1.1% | 19Q | SEC ↗ |
| 28 | Modera Wealth Management, LLC | 106,845 | $5M | -389 | -0.4% | 15Q | SEC ↗ |
| 29 | CarsonAllaria Wealth Management, Ltd. | 104,256 | $5M | -536 | -0.5% | 19Q | SEC ↗ |
| 30 | TOBIAS FINANCIAL ADVISORS, INC. | 89,497 | $4M | -1,172 | -1.3% | 18Q | SEC ↗ |
| 31 | McAdam, LLC | 81,910 | $4M | -5,206 | -6.0% | 14Q | SEC ↗ |
| 32 | NewEdge Advisors, LLC | 79,907 | $4M | +11,230 | +16.4% | 15Q | SEC ↗ |
| 33 | LANDMARK WEALTH MANAGEMENT, INC. | 78,577 | $4M | +5,837 | +8.0% | 9Q | SEC ↗ |
| 34 | Pure Financial Advisors, LLC | 77,030 | $4M | -2,112 | -2.7% | 35Q | SEC ↗ |
| 35 | MISSION WEALTH MANAGEMENT, LP | 73,737 | $3M | +600 | +0.8% | 26Q | SEC ↗ |
| 36 | Cullen/Frost Bankers, Inc. | 73,229 | $3M | -1,590 | -2.1% | 51Q | SEC ↗ |
| 37 | Signal Advisors Wealth, LLC | 70,149 | $3M | +10,846 | +18.3% | 7Q | SEC ↗ |
| 38 | MERCER GLOBAL ADVISORS INC /ADV | 70,110 | $3M | -58,766 | -45.6% | 4Q | SEC ↗ |
| 39 | Aspire Private Capital, LLC | 66,578 | $3M | -53 | -0.1% | 31Q | SEC ↗ |
| 40 | HARBOUR INVESTMENTS, INC. | 64,107 | $3M | +5,899 | +10.1% | 17Q | SEC ↗ |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 63,748 | $3M | -10,889 | -14.6% | 35Q | SEC ↗ |
| 42 | Arete Wealth Advisors, LLC | 61,677 | $3M | -680 | -1.1% | 11Q | SEC ↗ |
| 43 | Capital Investment Management, Inc. | 61,018 | $3M | +879 | +1.5% | 3Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 55,596 | $3M | +16,445 | +42.0% | 23Q | SEC ↗ |
| 45 | Ballentine Partners, LLC | 55,535 | $3M | — | +0.0% | 72Q | SEC ↗ |
| 46 | Total Clarity Wealth Management, Inc. | 53,000 | $2M | +3,284 | +6.6% | 7Q | SEC ↗ |
| 47 | WELLINGTON MANAGEMENT GROUP LLP | 51,141 | $2M | -56,550 | -52.5% | 23Q | SEC ↗ |
| 48 | PNC Financial Services Group, Inc. | 49,863 | $2M | +18 | +0.0% | 15Q | SEC ↗ |
| 49 | Simplicity Wealth,LLC | 49,632 | $2M | +4,370 | +9.7% | 5Q | SEC ↗ |
| 50 | Concurrent Investment Advisors, LLC | 48,048 | $2M | +6,072 | +14.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 163,857 | $7M |
| EP Wealth Advisors, LLC | 121,785 | $6M |
| Pathstone Holdings, LLC | 47,111 | $2M |
| Gibbs Wealth Management | 38,251 | $2M |
| Advisor OS, LLC | 16,258 | $744K |
| National Philanthropic Trust | 15,732 | $720K |
| BlueChip Wealth Advisors LLC | 13,846 | $634K |
| TOWNSQUARE CAPITAL LLC | 11,939 | $546K |
| AXXCESS WEALTH MANAGEMENT, LLC | 10,878 | $498K |
| Global Retirement Partners, LLC | 10,091 | $462K |
| Founders Financial Alliance, LLC | 9,895 | $453K |
| GOLDMAN SACHS GROUP INC | 8,596 | $393K |
| Worth Financial Advisory Group, LLC | 8,259 | $378K |
| Aegis Wealth Management, Inc. | 7,285 | $333K |
| CFS Investment Advisory Services, L | 6,962 | $319K |
| SMART Wealth LLC | 6,604 | $302K |
| Integrated Wealth Concepts LLC | 6,597 | $302K |
| JMG Financial Group, Ltd. | 6,329 | $290K |
| Diversify Advisory Services, LLC | 6,316 | $289K |
| Integrity Wealth Partners, LLC | 5,553 | $254K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CX Institutional | 180,319 | $8M |
| CITADEL ADVISORS LLC | 61,294 | $3M |
| Midwest Financial Network, LLC | 10,224 | $468K |
| SEGALL BRYANT & HAMILL, LLC | 8,811 | $403K |
| Discipline Wealth Solutions, LLC | 7,906 | $362K |
| IAMS WEALTH MANAGEMENT, LLC | 6,533 | $299K |
| EVOKE WEALTH, LLC | 6,318 | $289K |
| Balboa Wealth Partners | 6,039 | $276K |
| Hilltop Holdings Inc. | 5,894 | $270K |
| Capital CS Group, LLC | 5,328 | $244K |
| Checchi Capital Advisers, LLC | 5,240 | $240K |
| Fortis Capital Advisors, LLC | 5,082 | $233K |
| NICOLET BANKSHARES INC | 4,851 | $222K |
| Strategic Investment Advisors / MI | 2,537 | $116K |
| Empowered Funds, LLC | 2,241 | $103K |
| Ascentis Independent Advisors | 1,606 | $73K |
| Western Wealth Management, LLC | 1,181 | $54K |
| FLAGSHIP HARBOR ADVISORS, LLC | 906 | $41K |
| Signature Equity Partners, LLC | 766 | $35K |
| NATIONAL BANK OF CANADA /FI | 650 | $30K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +325,928 | +98.6% | 656,349 |
| OSAIC HOLDINGS, INC. | +125,882 | +25.4% | 622,405 |
| LPL Financial LLC | +89,130 | +7.1% | 1,351,947 |
| ENVESTNET ASSET MANAGEMENT INC | +65,294 | +7.5% | 930,697 |
| Envestnet Portfolio Solutions, Inc. | +42,712 | +7.2% | 633,085 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | +36,328 | +8.7% | 455,686 |
| Cambridge Investment Research Advis | +33,227 | +27.2% | 155,342 |
| Cetera Investment Advisers | +30,926 | +5.6% | 581,318 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +25,056 | +163.5% | 40,377 |
| PRINCIPAL SECURITIES, INC. | +22,964 | +116.5% | 42,676 |
| COMMERCE BANK | +19,634 | +9.0% | 238,197 |
| MML INVESTORS SERVICES, LLC | +16,445 | +42.0% | 55,596 |
| Roan Capital Partners | +14,815 | +92.2% | 30,892 |
| Geneos Wealth Management Inc. | +13,435 | +1058.7% | 14,704 |
| FMR LLC | +11,805 | +7.2% | 175,443 |
| NewEdge Advisors, LLC | +11,230 | +16.4% | 79,907 |
| Signal Advisors Wealth, LLC | +10,846 | +18.3% | 70,149 |
| Portside Wealth Group, LLC | +10,504 | +29.4% | 46,267 |
| MAI Capital Management | +9,452 | +8.6% | 119,445 |
| BIP Wealth, LLC | +7,764 | +7.8% | 107,412 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | -58,766 | -45.6% | 70,110 |
| WELLINGTON MANAGEMENT GROUP LLP | -56,550 | -52.5% | 51,141 |
| NORTHERN TRUST CORP | -45,537 | -63.9% | 25,755 |
| Wilmington Savings Fund Society, FS | -40,618 | -7.5% | 503,359 |
| BANK OF AMERICA CORP /DE | -29,047 | -5.0% | 550,651 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -26,394 | -69.9% | 11,357 |
| CreativeOne Wealth, LLC | -16,120 | -43.5% | 20,904 |
| Creative Planning | -15,340 | -5.6% | 259,010 |
| IHT Wealth Management, LLC | -14,166 | -31.6% | 30,708 |
| COMMONWEALTH EQUITY SERVICES, LLC | -10,889 | -14.6% | 63,748 |
| ASSETMARK, INC | -7,943 | -1.8% | 442,806 |
| Private Advisor Group, LLC | -7,139 | -32.2% | 15,048 |
| GFS Advisors, LLC | -6,146 | -84.2% | 1,150 |
| McAdam, LLC | -5,206 | -6.0% | 81,910 |
| N.E.W. Advisory Services LLC | -4,879 | -2.1% | 223,623 |
| Sanctuary Advisors, LLC | -4,440 | -15.6% | 24,106 |
| WELLS FARGO & COMPANY/MN | -3,839 | -1.1% | 330,645 |
| Kestra Advisory Services, LLC | -3,821 | -21.2% | 14,212 |
| Hibernia Wealth Partners, LLC | -3,529 | -25.4% | 10,362 |
| MATHER GROUP, LLC. | -2,793 | -9.3% | 27,160 |