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State Street SPDR Dow Jones Global Real Estate ETF

235 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

3.94% more ownership

Funds ownership: 61.72%65.66% (+3.9%)

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

2% more capital invested

Capital invested by funds: $1.06B → $1.09B (+$24.4M)

0% less funds holding

Funds holding: 236235 (-1)

Holders
235
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.11%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
20
Increased
80
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$5.13M -$200K -3,745 -4%
PC
27
Prairiewood Capital
North Dakota
$4.94M -$41.4K -777 -0.8%
OGF
28
Orin Green Financial
California
$4.83M +$21.2K +397 +0.4%
XF
29
XML Financial
Maryland
$4.66M +$154K +2,895 +3%
William Blair & Company
30
William Blair & Company
Illinois
$4.59M +$238K +4,456 +5%
Cerity Partners
31
Cerity Partners
New York
$4.58M +$439K +8,224 +10%
VA
32
Valmark Advisers
Ohio
$4.29M -$14.5K -272 -0.3%
Wells Fargo
33
Wells Fargo
California
$4.29M +$80.8K +1,515 +2%
RRCM
34
Rappaport Reiches Capital Management
Illinois
$4.28M -$32.2K -604 -0.7%
MML Investors Services
35
MML Investors Services
Massachusetts
$4.13M +$56.3K +1,055 +1%
FVWA
36
Foster Victor Wealth Advisors
South Carolina
$4.07M +$197K +3,690 +5%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$3.95M -$133K -2,501 -3%
AF
38
Advisornet Financial
Minnesota
$3.5M -$118K -2,209 -3%
SCA
39
St. Clair Advisors
Ohio
$3.46M +$558K +10,453 +18%
EA
40
Efficient Advisors
Ohio
$3.42M -$101K -1,890 -3%
US Bancorp
41
US Bancorp
Minnesota
$3.14M +$126K +2,370 +4%
CFA
42
Capstone Financial Advisors
Illinois
$3.05M +$22.3K +418 +0.7%
KAS
43
Kestra Advisory Services
Texas
$2.98M +$194K +3,637 +7%
HWA
44
HHM Wealth Advisors
Tennessee
$2.94M -$173K -3,252 -5%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$2.92M -$433K -8,111 -12%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$2.71M -$343K -6,423 -11%
MPCG
47
Matrix Private Capital Group
New York
$2.68M +$30K +563 +1%
APG
48
Abacus Planning Group
South Carolina
$2.43M +$480 +9 +0%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$2.4M -$2.44M -45,745 -49%
UBS Group
50
UBS Group
Switzerland
$2.29M -$495K -9,279 -17%

RWO Hedge Fund Activity: Q3 2021 in Review

235 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2021, worth a combined $1.09B — up 2.3% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RWO positions and 17 closed out — a net gain of 3 holders — while 80 added to existing stakes and 74 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $26.2M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $16.3M.

  • 235 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2021, down from 236 in Q2 2021.
  • Funds reported $1.09B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2021, up 2.3% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2021 and 17 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2021 was Tradewinds Capital Management, an estimated $26.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2021.