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State Street SPDR Dow Jones Global Real Estate ETF
RWO

215 hedge funds and large institutions have $913M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% more ownership

Funds ownership: 68.88% → 70.67% (+1.8%)

1% more capital invested

Capital invested by funds: $908M → $913M (+$4.7M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 218 → 215 (-3)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

Holders
215
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
71
Reduced
86
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$26.7M
2
State Street
State Street
Massachusetts
+$8.44M
3
OMC
Old Mission Capital
Illinois
+$6.23M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.05M
5
MAWA
Moss Adams Wealth Advisors
Washington
+$2.37M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$10.8M
2
Mariner
Mariner
Kansas
-$7.93M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$6.9M
4
AWE
Avidian Wealth Enterprises
Texas
-$2.21M
5
MWM
Modera Wealth Management
New Jersey
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
26
JFS Wealth Advisors
Pennsylvania
$5.64M -$82.5K -2,016 -1%
Bank of America
27
Bank of America
North Carolina
$5.46M -$135K -3,311 -2%
Cerity Partners
28
Cerity Partners
New York
$4.98M +$721K +17,631 +17%
XF
29
XML Financial
Maryland
$4.54M +$23.8K +581 +0.5%
OGF
30
Orin Green Financial
California
$3.94M +$40.1K +980 +1%
RRCM
31
Rappaport Reiches Capital Management
Illinois
$3.86M -$202K -4,938 -5%
BW
32
BIP Wealth
Georgia
$3.56M -$1.65M -40,292 -32%
FWA
33
FSM Wealth Advisors
Ohio
$3.46M +$856K +20,912 +34%
OCM
34
One Capital Management
California
$3.45M -$175K -4,275 -5%
SW
35
SVB Wealth
Massachusetts
$3.44M -$895K -21,882 -21%
BCV
36
Banque Cantonale Vaudoise
Switzerland
$3.34M – – –
BSW
37
Buckingham Strategic Wealth
Missouri
$3.22M -$368K -8,986 -10%
VA
38
Valmark Advisers
Ohio
$3.02M -$439K -10,731 -13%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.99M -$427K -10,428 -13%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.98M +$169K +4,123 +6%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$2.91M +$31.8K +778 +1%
MAWA
42
Moss Adams Wealth Advisors
Washington
$2.82M +$2.37M +57,979 +538%
EA
43
Efficient Advisors
Ohio
$2.79M +$133K +3,253 +5%
US Bancorp
44
US Bancorp
Minnesota
$2.69M -$41.2K -1,008 -2%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$2.65M -$44.4K -1,086 -2%
CFA
46
Capstone Financial Advisors
Illinois
$2.61M +$25.8K +630 +1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.36M +$161K +3,931 +7%
William Blair & Company
48
William Blair & Company
Illinois
$2.3M -$486K -11,887 -17%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$2.27M -$265K -6,475 -10%
HWA
50
HHM Wealth Advisors
Tennessee
$2.12M +$5.73K +140 +0.3%
1
2
3 4 5

RWO Hedge Fund Activity: Q2 2023 in Review

215 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2023, worth a combined $913M — up 0.52% from $908M a quarter earlier.

Fund positioning in RWO was balanced in Q2 2023: 20 funds opened new positions, 20 closed out, 71 added to existing stakes and 86 trimmed.

The largest buyer was Jane Street, adding an estimated $26.7M. The largest seller was Goldman Sachs, cutting an estimated $10.8M.

  • 215 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2023, down from 218 in Q1 2023.
  • Funds reported $913M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2023, up 0.52% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2023 and 20 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2023 was Jane Street, an estimated $26.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2023 was Goldman Sachs, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2023.