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State Street SPDR Dow Jones Global Real Estate ETF

212 hedge funds and large institutions have $796M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 215212 (-3)

2.38% less ownership

Funds ownership: 70.67%68.29% (-2.4%)

13% less capital invested

Capital invested by funds: $913M → $796M (-$117M)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
66
Reduced
77
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
26
One Capital Management
California
$4.02M +$873K +21,278 +25%
OGF
27
Orin Green Financial
California
$3.75M +$93.4K +2,277 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.22M +$472K +11,512 +16%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$3.18M -$434K -10,585 -11%
BCV
30
Banque Cantonale Vaudoise
Switzerland
$3.11M
BSW
31
Buckingham Strategic Wealth
Missouri
$3.05M +$56.1K +1,369 +2%
SW
32
SVB Wealth
Massachusetts
$2.86M -$361K -8,790 -10%
VA
33
Valmark Advisers
Ohio
$2.81M +$3.98K +97 +0.1%
US Bancorp
34
US Bancorp
Minnesota
$2.74M +$251K +6,113 +9%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.61M -$170K -4,144 -6%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$2.61M -$106K -2,587 -4%
EA
37
Efficient Advisors
Ohio
$2.61M +$9.84K +240 +0.4%
CFA
38
Capstone Financial Advisors
Illinois
$2.45M +$26K +635 +1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.41M +$226K +5,499 +10%
BW
40
BIP Wealth
Georgia
$2.26M -$1.13M -27,627 -32%
KAS
41
Kestra Advisory Services
Texas
$2.11M +$750K +18,284 +50%
BF
42
Brooklyn FI
New York
$2.06M +$240K +5,842 +12%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.03M -$87.4K -2,130 -4%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$2M -$504K -12,280 -19%
BPA
45
Beacon Pointe Advisors
California
$1.97M +$823K +20,067 +63%
HWA
46
HHM Wealth Advisors
Tennessee
$1.93M -$44.5K -1,084 -2%
William Blair & Company
47
William Blair & Company
Illinois
$1.85M -$310K -7,547 -13%
PAS
48
Park Avenue Securities
New York
$1.83M +$256K +6,252 +15%
APG
49
Abacus Planning Group
South Carolina
$1.68M -$2.83K -69 -0.2%
Wells Fargo
50
Wells Fargo
California
$1.64M -$270K -6,571 -13%

RWO Hedge Fund Activity: Q3 2023 in Review

212 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2023, worth a combined $796M — down 13% from $913M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of RWO and 24 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 66 added.

The largest buyer was Goldman Sachs, adding an estimated $39.1M. The largest seller was Bank of New York Mellon, cutting an estimated $41.7M.

  • 212 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2023, down from 215 in Q2 2023.
  • Funds reported $796M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2023, down 13% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2023 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2023 was Goldman Sachs, an estimated $39.1M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2023 was Bank of New York Mellon, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2023.