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State Street SPDR Dow Jones Global Real Estate ETF

243 hedge funds and large institutions have $1.07B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.19% less ownership

Funds ownership: 72.35%67.16% (-5.2%)

5% less funds holding

Funds holding: 257243 (-14)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 89

16% less capital invested

Capital invested by funds: $1.27B → $1.07B (-$203M)

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
22
Increased
75
Reduced
89
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
Gradient Investments
Minnesota
$4K +$3.86K +73 +7,300%
CWM
227
Curi Wealth Management
North Carolina
$4K +$4.18K +79 New
AWM
228
AllSquare Wealth Management
New York
$3K
First Manhattan
229
First Manhattan
New York
$3K
TPCW
230
TD Private Client Wealth
New York
$2.86K -$476 -9 -15%
SWM
231
Sugarloaf Wealth Management
Georgia
$2K -$53 -1 -2%
BWL
232
Bogart Wealth LLC
Virginia
$2K
IBOK
233
Independence Bank of Kentucky
Kentucky
$2K
KFI
234
Key Financial Inc
Pennsylvania
$2K
S
235
SignatureFD
Georgia
$2K +$53 +1 +2%
SIC
236
SJS Investment Consulting
Ohio
$1K -$4.76K -90 -82%
CIAS
237
Capital Investment Advisory Services
North Carolina
$1K
HWA
238
Heritage Wealth Advisors
Virginia
$1K
SBL
239
Sargent Bickham Lagudis
Colorado
$1K
WIM
240
Westside Investment Management
California
$35
IPW
241
IronBridge Private Wealth
Texas
-$6.04M -106,894 Closed
FVWA
242
Foster Victor Wealth Advisors
South Carolina
-$4.76M -86,577 Closed
SFS
243
Sowell Financial Services
Arkansas
-$907K -16,051 Closed
GA
244
Greytown Advisors
Florida
-$826K -14,620 Closed
SP
245
Sarasin & Partners
United Kingdom
-$696K -12,311 Closed
Prudential Financial
246
Prudential Financial
New Jersey
-$607K -11,044 Closed
DL
247
DOHJ LLC
Washington
-$464K -8,208 Closed
AP
248
Advisors Preferred
Maryland
-$428K -7,595 Closed
PWA
249
Physician Wealth Advisors
Utah
-$371K -6,744 Closed
IDA
250
Intelligence Driven Advisers
California
-$246K -4,691 Closed

RWO Hedge Fund Activity: Q1 2022 in Review

243 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2022, worth a combined $1.07B — down 16% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of RWO and 22 opened new positions — a net loss of 12 holders — while 89 trimmed existing stakes and 75 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $19.9M. The largest seller was Jones Financial Companies, cutting an estimated $140M.

  • 243 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2022, down from 257 in Q4 2021.
  • Funds reported $1.07B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2022, down 16% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2022 and 34 closed out, a net change of -12 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $19.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2022 was Jones Financial Companies, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2022.