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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $908M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

0% more funds holding

Funds holding: 218218 (0)

0% less capital invested

Capital invested by funds: $913M → $908M (-$4.21M)

4% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 77

3.69% less ownership

Funds ownership: 72.57%68.88% (-3.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
218
Holders Change
Holders Change %
0%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
74
Reduced
77
Closed
19
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
BW
26
BIP Wealth
Georgia
$5.23M +$5.4M +127,008 New
XF
27
XML Financial
Maryland
$4.53M +$166K +3,903 +4%
SW
28
SVB Wealth
Massachusetts
$4.35M -$1.66M -39,052 -27%
Cerity Partners
29
Cerity Partners
New York
$4.26M +$185K +4,362 +4%
RRCM
30
Rappaport Reiches Capital Management
Illinois
$4.07M +$13.8K +324 +0.3%
OGF
31
Orin Green Financial
California
$3.91M +$26.2K +617 +0.7%
OCM
32
One Capital Management
California
$3.64M -$251K -5,898 -6%
BSW
33
Buckingham Strategic Wealth
Missouri
$3.57M
VA
34
Valmark Advisers
Ohio
$3.47M +$8.79K +207 +0.2%
Osaic Holdings
35
Osaic Holdings
Arizona
$3.42M -$344K -8,095 -9%
BCV
36
Banque Cantonale Vaudoise
Switzerland
$3.35M +$273K +6,418 +9%
Wells Fargo
37
Wells Fargo
California
$3.11M -$791K -18,612 -20%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$2.88M -$604K -14,228 -17%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.81M -$316K -7,447 -10%
William Blair & Company
40
William Blair & Company
Illinois
$2.8M -$659K -15,521 -19%
US Bancorp
41
US Bancorp
Minnesota
$2.74M +$147K +3,458 +5%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$2.7M -$51.6K -1,215 -2%
EA
43
Efficient Advisors
Ohio
$2.66M +$12.4K +291 +0.5%
CFA
44
Capstone Financial Advisors
Illinois
$2.59M +$19K +447 +0.7%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2.54M -$1.13M -26,660 -30%
FWA
46
FSM Wealth Advisors
Ohio
$2.54M +$794K +18,688 +44%
SFA
47
Sequoia Financial Advisors
Ohio
$2.38M -$538K -12,653 -18%
BF
48
Brooklyn FI
New York
$2.36M +$953K +22,431 +115%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$2.21M +$209K +4,916 +10%
HWA
50
HHM Wealth Advisors
Tennessee
$2.12M +$29.1K +686 +1%