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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $732M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.5% more ownership

Funds ownership: 64.04%65.54% (+1.5%)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

8% less capital invested

Capital invested by funds: $793M → $732M (-$61M)

8% less funds holding

Funds holding: 237218 (-19)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

43% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 35

Holders
218
Holders Change
-19
Holders Change %
-8.02%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
20
Increased
76
Reduced
80
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Savant Capital
Illinois
$1.7M +$155K +3,458 +9%
LJAC
52
L.J. Altfest & Co
New York
$1.62M +$442K +9,871 +31%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$771K +17,214 +74%
APG
54
Abacus Planning Group
South Carolina
$1.56M -$78.1K -1,744 -4%
BF
55
Brooklyn FI
New York
$1.46M +$755K +16,868 +81%
DFA
56
DHK Financial Advisors
New Hampshire
$1.46M +$19.6K +437 +1%
KAS
57
Kestra Advisory Services
Texas
$1.42M -$708K -15,811 -30%
FWA
58
FSM Wealth Advisors
Ohio
$1.4M +$208K +4,650 +15%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.37M -$98.1K -2,190 -6%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$1.26M -$145K -3,233 -9%
PAG
61
Private Advisor Group
New Jersey
$1.24M +$14.6K +326 +1%
AGA
62
Arkos Global Advisors
Texas
$1.11M -$12.8K -285 -1%
UBS Group
63
UBS Group
Switzerland
$1.06M +$316K +7,062 +35%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$1.06M -$596K -13,305 -33%
Creative Planning
65
Creative Planning
Kansas
$1.05M -$6.72K -150 -0.6%
BSW
66
Buckingham Strategic Wealth
Missouri
$1.01M +$478K +10,667 +69%
OPWM
67
Oakwell Private Wealth Management
Texas
$998K +$1.15M +25,785 New
Barclays
68
Barclays
United Kingdom
$981K -$91.3K -2,040 -7%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$981K -$14.6K -325 -1%
IDBONY
70
Israel Discount Bank of New York
New York
$977K +$309K +6,897 +38%
CWM
71
Cahaba Wealth Management
Georgia
$968K -$3.81K -85 -0.3%
BPA
72
Beacon Pointe Advisors
California
$958K -$91.1K -2,035 -8%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$925K -$15.9K -355 -1%
S
74
SimplyRich
California
$899K
AWM
75
AE Wealth Management
Kansas
$870K +$276K +6,174 +38%

RWO Hedge Fund Activity: Q3 2022 in Review

218 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2022, worth a combined $732M — down 7.7% from $793M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of RWO and 20 opened new positions — a net loss of 15 holders — while 80 trimmed existing stakes and 76 added.

The largest buyer was Goldman Sachs, adding an estimated $16.6M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $15.4M.

  • 218 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2022, down from 237 in Q2 2022.
  • Funds reported $732M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2022 and 35 closed out, a net change of -15 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2022 was Goldman Sachs, an estimated $16.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2022.