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State Street SPDR Dow Jones Global Real Estate ETF

210 hedge funds and large institutions have $962M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $847M → $962M (+$115M)

0.1% less ownership

Funds ownership: 68.6%68.5% (-0.1%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 213210 (-3)

41% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 96

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $371K

Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
57
Reduced
96
Closed
23
Calls
Puts
$371K
Net Calls
-$371K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$5.58M -$749K -16,607 -12%
OCM
27
One Capital Management
California
$5.46M -$634K -14,056 -11%
AH
28
Addis & Hill
Pennsylvania
$5.36M +$17.3K +383 +0.3%
JWA
29
JFS Wealth Advisors
Pennsylvania
$4.91M -$59K -1,308 -1%
OGF
30
Orin Green Financial
California
$4.78M +$28K +620 +0.6%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.52M +$91.8K +2,034 +2%
US Bancorp
32
US Bancorp
Minnesota
$4.34M +$102K +2,262 +3%
VA
33
Valmark Advisers
Ohio
$4.33M -$1.58K -35 -0%
FVWA
34
Foster Victor Wealth Advisors
South Carolina
$3.98M +$3.91M +86,656 New
BCV
35
Banque Cantonale Vaudoise
Switzerland
$3.75M
FWA
36
FSM Wealth Advisors
Ohio
$3.73M -$5.23M -115,905 -60%
RRCM
37
Rappaport Reiches Capital Management
Illinois
$3.62M -$52.4K -1,161 -2%
OMC
38
Old Mission Capital
Illinois
$3.4M +$2.62M +58,152 +437%
M&T Bank
39
M&T Bank
New York
$3.38M -$608K -13,467 -16%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$3.3M -$30.5K -677 -1%
BPA
41
Beacon Pointe Advisors
California
$3.19M +$153K +3,392 +5%
CFA
42
Capstone Financial Advisors
Illinois
$3.16M +$24.8K +549 +0.8%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.87M -$76.8K -1,703 -3%
PAS
44
Park Avenue Securities
New York
$2.79M +$110K +2,441 +4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2.57M -$65.3K -1,447 -3%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$2.57M +$2.44M +54,041 New
MAWA
47
Moss Adams Wealth Advisors
Washington
$2.15M +$118K +2,624 +6%
BF
48
Brooklyn FI
New York
$2.14M -$113K -2,504 -5%
FTUS
49
Flow Traders U.S.
New York
$2.13M +$2.03M +44,892 New
William Blair & Company
50
William Blair & Company
Illinois
$2.08M -$251K -5,568 -11%

RWO Hedge Fund Activity: Q3 2024 in Review

210 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2024, worth a combined $962M — up 14% from $847M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWO and 22 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 57 added.

The largest buyer was Bank of America, adding an estimated $56.4M. The largest seller was Goldman Sachs, cutting an estimated $86M.

  • 210 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2024, down from 213 in Q2 2024.
  • Funds reported $962M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2024 and 23 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2024 was Bank of America, an estimated $56.4M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2024 was Goldman Sachs, an estimated $86M sold.

Based on aggregated 13F filings for Q3 2024.