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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $908M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

0% more funds holding

Funds holding: 218218 (0)

0% less capital invested

Capital invested by funds: $913M → $908M (-$4.21M)

4% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 77

3.69% less ownership

Funds ownership: 72.57%68.88% (-3.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
218
Holders Change
Holders Change %
0%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
74
Reduced
77
Closed
19
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$2.07M -$415K -9,764 -16%
MPCG
52
Matrix Private Capital Group
New York
$2.01M -$121K -2,847 -6%
APG
53
Abacus Planning Group
South Carolina
$2M -$4.67K -110 -0.2%
SC
54
Savant Capital
Illinois
$1.81M -$63.7K -1,500 -3%
TWP
55
Total Wealth Planning
Ohio
$1.75M +$115K +2,712 +7%
FCB
56
First Command Bank
Texas
$1.6M -$582K -13,712 -26%
FCFS
57
First Command Financial Services
Texas
$1.6M -$582K -13,712 -26%
DFA
58
DHK Financial Advisors
New Hampshire
$1.58M +$11.6K +273 +0.7%
PAG
59
Private Advisor Group
New Jersey
$1.57M -$30.6K -720 -2%
LJAC
60
L.J. Altfest & Co
New York
$1.53M -$301K -7,074 -16%
PAS
61
Park Avenue Securities
New York
$1.51M +$510K +12,012 +49%
OPWM
62
Oakwell Private Wealth Management
Texas
$1.13M -$40.2K -947 -3%
AGA
63
Arkos Global Advisors
Texas
$1.09M -$81.6K -1,921 -7%
SCM
64
SOL Capital Management
Maryland
$1.09M -$145K -3,425 -11%
IDBONY
65
Israel Discount Bank of New York
New York
$1.08M +$83.2K +1,959 +8%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$1.03M -$765 -18 -0.1%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$1.02M -$107K -2,528 -9%
UWM
68
USAdvisors Wealth Management
Minnesota
$1.01M +$400K +9,418 +62%
BPA
69
Beacon Pointe Advisors
California
$969K -$104K -2,442 -9%
S
70
SimplyRich
California
$956K
RA
71
RFG Advisory
Alabama
$942K +$17.5K +411 +2%
Barclays
72
Barclays
United Kingdom
$941K -$105K -2,476 -10%
RWA
73
Rooted Wealth Advisors
Illinois
$867K +$197K +4,628 +28%
Creative Planning
74
Creative Planning
Kansas
$853K -$188K -4,424 -18%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$842K -$16.8K -395 -2%