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State Street SPDR Dow Jones Global Real Estate ETF

144 hedge funds and large institutions have $940M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 147144 (-3)

6.89% less ownership

Funds ownership: 56.07%49.18% (-6.9%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

19% less capital invested

Capital invested by funds: $1.16B → $940M (-$223M)

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
3.88%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
16
Increased
68
Reduced
36
Closed
16
Calls
$35.8M
Puts
Net Calls
+$35.8M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$1.86M -$133K -2,753 -6%
M&T Bank
52
M&T Bank
New York
$1.86M +$35.6K +736 +2%
PMG
53
ProVise Management Group
Florida
$1.86M +$149K +3,073 +8%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.82M +$117K +2,417 +6%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$1.79M +$1.89M +39,127 New
FC
56
Financial Consulate
Maryland
$1.62M +$7.94K +164 +0.5%
Ameriprise
57
Ameriprise
Minnesota
$1.59M -$379K -7,824 -18%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$1.59M +$205K +4,230 +14%
CG
59
Colony Group
Massachusetts
$1.55M +$97K +2,005 +6%
NPC
60
National Planning Corporation
California
$1.42M -$152K -3,148 -10%
MI
61
Mercer Investments
Massachusetts
$1.38M +$292K +6,040 +25%
SCM
62
Stonehearth Capital Management
Massachusetts
$1.37M +$14.5K +300 +1%
MFP
63
Mosaic Financial Partners
California
$1.31M +$222K +4,588 +19%
CWM
64
Concert Wealth Management
California
$1.24M +$190K +3,930 +17%
NEPWA
65
New England Private Wealth Advisors
Massachusetts
$1.18M +$332K +6,863 +36%
CAL
66
Capital Advisors Ltd
Ohio
$1.18M +$104K +2,140 +9%
RC
67
Rinet Company
Massachusetts
$1.1M +$1.16M +23,933 New
AA
68
Ancora Advisors
Ohio
$1.04M +$1.1M +22,657 New
IFB
69
iAB Financial Bank
Indiana
$996K +$223K +4,600 +27%
P
70
Pitcairn
Pennsylvania
$991K -$114K -2,346 -10%
OC
71
Oarsman Capital
Wisconsin
$859K +$59.1K +1,221 +7%
HighTower Advisors
72
HighTower Advisors
Illinois
$857K -$32.5K -672 -3%
NC
73
NewSquare Capital
Pennsylvania
$842K -$278K -5,742 -24%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$838K +$53K +1,096 +6%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$836K +$83.3K +1,722 +10%

RWO Hedge Fund Activity: Q2 2015 in Review

144 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2015, worth a combined $940M — down 19% from $1.16B a quarter earlier.

Fund positioning in RWO was balanced in Q2 2015: 16 funds opened new positions, 16 closed out, 68 added to existing stakes and 36 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $22.5M. The largest seller was Morgan Stanley, cutting an estimated $65.5M.

  • 144 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2015, down from 147 in Q1 2015.
  • Funds reported $940M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2015, down 19% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2015 and 16 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2015 was Goldman Sachs, an estimated $22.5M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2015 was Morgan Stanley, an estimated $65.5M sold.

Based on aggregated 13F filings for Q2 2015.