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State Street SPDR Dow Jones Global Real Estate ETF

236 hedge funds and large institutions have $1.06B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 225236 (+11)

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$34.6M)

0.27% more ownership

Funds ownership: 61.45%61.72% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

16% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 86

Holders
236
Holders Change
+11
Holders Change %
+4.89%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
72
Reduced
86
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PC
26
Prairiewood Capital
North Dakota
$5.02M -$10.8K -213 -0.2%
OGF
27
Orin Green Financial
California
$4.85M +$48.1K +949 +1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.78M +$2.02M +39,778 +75%
XF
29
XML Financial
Maryland
$4.55M +$213K +4,197 +5%
Osaic Holdings
30
Osaic Holdings
Arizona
$4.5M +$60.1K +1,186 +1%
William Blair & Company
31
William Blair & Company
Illinois
$4.4M +$412K +8,129 +11%
VA
32
Valmark Advisers
Ohio
$4.34M +$40K +790 +0.9%
RRCM
33
Rappaport Reiches Capital Management
Illinois
$4.34M +$4.28M +84,337 New
Wells Fargo
34
Wells Fargo
California
$4.25M -$353K -6,958 -8%
Cerity Partners
35
Cerity Partners
New York
$4.19M -$64.9K -1,280 -2%
MML Investors Services
36
MML Investors Services
Massachusetts
$4.12M +$218K +4,298 +6%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$4.11M -$246K -4,861 -6%
FVWA
38
Foster Victor Wealth Advisors
South Carolina
$3.92M +$3.85M +76,027 New
AF
39
Advisornet Financial
Minnesota
$3.65M +$84.4K +1,665 +2%
EA
40
Efficient Advisors
Ohio
$3.54M -$34.8K -686 -1%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$3.37M +$16.2K +319 +0.5%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$3.22M +$3.17M +62,514 New
HWA
43
HHM Wealth Advisors
Tennessee
$3.14M -$279K -5,506 -8%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$3.06M -$354K -6,985 -11%
CFA
45
Capstone Financial Advisors
Illinois
$3.05M +$19.5K +384 +0.7%
US Bancorp
46
US Bancorp
Minnesota
$3.05M +$171K +3,376 +6%
SCA
47
St. Clair Advisors
Ohio
$2.95M +$167K +3,293 +6%
CP
48
Castleview Partners
Texas
$2.87M +$2.82M +55,644 New
KAS
49
Kestra Advisory Services
Texas
$2.82M -$17.3K -341 -0.6%
UBS Group
50
UBS Group
Switzerland
$2.79M +$238K +4,692 +9%

RWO Hedge Fund Activity: Q2 2021 in Review

236 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2021, worth a combined $1.06B — up 3.4% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RWO positions and 13 closed out — a net gain of 13 holders — while 72 added to existing stakes and 86 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $15.6M. The largest seller was Sequoia Financial Advisors, cutting an estimated $62.8M.

  • 236 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2021, up from 225 in Q1 2021.
  • Funds reported $1.06B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2021, up 3.4% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2021 and 13 closed out, a net change of +13 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2021 was Jones Financial Companies, an estimated $15.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2021 was Sequoia Financial Advisors, an estimated $62.8M sold.

Based on aggregated 13F filings for Q2 2021.