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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $913M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

25% more capital invested

Capital invested by funds: $732M → $913M (+$180M)

7.03% more ownership

Funds ownership: 65.54%72.57% (+7%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding

Funds holding: 218218 (0)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
218
Holders Change
Holders Change %
0%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
30
Increased
86
Reduced
60
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWWM
26
Great Waters Wealth Management
Minnesota
$5.09M +$4.69M +115,839 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.43M +$4.39M +108,446 New
XF
28
XML Financial
Maryland
$4.34M -$147K -3,624 -3%
Cerity Partners
29
Cerity Partners
New York
$4.06M +$58.9K +1,455 +1%
RRCM
30
Rappaport Reiches Capital Management
Illinois
$4.03M +$158K +3,913 +4%
OGF
31
Orin Green Financial
California
$3.86M -$130K -3,202 -3%
OCM
32
One Capital Management
California
$3.85M +$1.43M +35,349 +60%
Wells Fargo
33
Wells Fargo
California
$3.85M -$252K -6,224 -6%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.73M -$310K -7,656 -8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$3.62M +$1.31M +32,378 +58%
BSW
36
Buckingham Strategic Wealth
Missouri
$3.57M +$2.48M +61,157 +233%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$3.45M +$714K +17,636 +26%
VA
38
Valmark Advisers
Ohio
$3.44M +$38.6K +952 +1%
William Blair & Company
39
William Blair & Company
Illinois
$3.41M -$1.2M -29,668 -26%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.1M +$272K +6,721 +10%
BCV
41
Banque Cantonale Vaudoise
Switzerland
$3.07M +$120K +2,961 +4%
Ameriprise
42
Ameriprise
Minnesota
$3.07M +$2.58M +63,662 +563%
SFA
43
Sequoia Financial Advisors
Ohio
$2.89M -$3.48M -85,931 -55%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$2.74M -$428K -10,561 -14%
EA
45
Efficient Advisors
Ohio
$2.63M +$161K +3,973 +7%
US Bancorp
46
US Bancorp
Minnesota
$2.58M +$130K +3,207 +5%
CFA
47
Capstone Financial Advisors
Illinois
$2.55M +$26.4K +653 +1%
KAS
48
Kestra Advisory Services
Texas
$2.46M +$948K +23,399 +64%
FCB
49
First Command Bank
Texas
$2.15M +$1.83M +45,177 +610%
FCFS
50
First Command Financial Services
Texas
$2.15M +$1.83M +45,177 +610%

RWO Hedge Fund Activity: Q4 2022 in Review

218 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2022, worth a combined $913M — up 25% from $732M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWO positions and 28 closed out — a net gain of 2 holders — while 86 added to existing stakes and 60 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $49.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $10.3M.

  • 218 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $913M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2022 and 28 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2022 was Glenmede Trust, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.