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State Street SPDR Dow Jones Global Real Estate ETF

223 hedge funds and large institutions have $920M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

16% more capital invested

Capital invested by funds: $796M → $920M (+$124M)

5% more funds holding

Funds holding: 212223 (+11)

0.9% more ownership

Funds ownership: 68.29%69.19% (+0.9%)

23% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 82

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
223
Holders Change
+11
Holders Change %
+5.19%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
63
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
51
Old Mission Capital
Illinois
$1.97M +$1.78M +45,000 New
SW
52
SVB Wealth
Massachusetts
$1.94M -$1.2M -30,477 -41%
DFA
53
DHK Financial Advisors
New Hampshire
$1.73M +$16.9K +429 +1%
HWA
54
HHM Wealth Advisors
Tennessee
$1.72M -$446K -11,304 -22%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1.7M +$751K +19,025 +96%
TWP
56
Total Wealth Planning
Ohio
$1.68M -$93.2K -2,359 -6%
BF
57
Brooklyn FI
New York
$1.64M -$647K -16,393 -30%
Wells Fargo
58
Wells Fargo
California
$1.62M -$230K -5,816 -14%
KAS
59
Kestra Advisory Services
Texas
$1.58M -$751K -19,013 -34%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$1.58M -$642K -16,250 -31%
APG
61
Abacus Planning Group
South Carolina
$1.5M -$384K -9,728 -22%
MPCG
62
Matrix Private Capital Group
New York
$1.45M -$275K -6,971 -17%
SC
63
Savant Capital
Illinois
$1.27M -$179K -4,529 -13%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.23M +$641K +16,226 +135%
IDBONY
65
Israel Discount Bank of New York
New York
$1.21M -$28.6K -725 -3%
PAG
66
Private Advisor Group
New Jersey
$1.18M -$220K -5,581 -17%
CT
67
Coastline Trust
Rhode Island
$1.18M +$1.06M +26,900 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$1.16M -$15.5K -393 -1%
Barclays
69
Barclays
United Kingdom
$1.15M +$15.8K +400 +2%
RA
70
RFG Advisory
Alabama
$1.04M +$24.3K +615 +3%
Citadel Advisors
71
Citadel Advisors
Florida
$1.04M +$478K +12,092 +104%
GVAG
72
Great Valley Advisor Group
Delaware
$1.03M +$101K +2,555 +12%
OWA
73
ORBA Wealth Advisors
Illinois
$1.02M +$919K +23,275 New
S
74
SimplyRich
California
$1.02M +$918K +23,237 New
AGA
75
Arkos Global Advisors
Texas
$995K -$109K -2,750 -11%

RWO Hedge Fund Activity: Q4 2023 in Review

223 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2023, worth a combined $920M — up 16% from $796M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWO positions and 20 closed out — a net gain of 13 holders — while 63 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.2M. The largest seller was State Street, cutting an estimated $20M.

  • 223 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2023, up from 212 in Q3 2023.
  • Funds reported $920M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2023 and 20 closed out, a net change of +13 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $15.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2023 was State Street, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2023.