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State Street SPDR Dow Jones Global Real Estate ETF

213 hedge funds and large institutions have $847M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 91 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% more ownership

Funds ownership: 68.49%68.6% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $884M → $847M (-$37.2M)

2% less funds holding

Funds holding: 218213 (-5)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

34% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 91

Holders
213
Holders Change
-5
Holders Change %
-2.29%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
60
Reduced
91
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
51
L.J. Altfest & Co
New York
$1.6M -$72.7K -1,765 -4%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.54M -$1.45M -35,064 -49%
BW
53
BIP Wealth
Georgia
$1.42M -$224K -5,445 -14%
APG
54
Abacus Planning Group
South Carolina
$1.42M -$4.45K -108 -0.3%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$1.27M +$4.42M +107,288 +333%
Wells Fargo
56
Wells Fargo
California
$1.24M -$129K -3,122 -9%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.21M +$147K +3,569 +14%
SW
58
SVB Wealth
Massachusetts
$1.17M -$342K -8,302 -23%
FFG
59
Fiduciary Financial Group
California
$1.15M +$1.08M +26,205 New
SC
60
Savant Capital
Illinois
$1.14M -$53.6K -1,300 -5%
Barclays
61
Barclays
United Kingdom
$1.13M +$42K +1,020 +4%
SW
62
Simplicity Wealth
New Jersey
$1.13M +$385K +9,349 +52%
CT
63
Coastline Trust
Rhode Island
$1.12M
IA
64
IFG Advisory
Georgia
$1.11M +$85.7K +2,080 +8%
MA
65
Mutual Advisors
Nebraska
$1.1M -$55.1K -1,338 -5%
GVAG
66
Great Valley Advisor Group
Delaware
$1.04M +$24.7K +599 +2%
DFA
67
DHK Financial Advisors
New Hampshire
$1.03M -$521K -12,644 -34%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$988K -$165K -4,014 -14%
S
69
SimplyRich
California
$965K
OWA
70
ORBA Wealth Advisors
Illinois
$961K -$9.85K -239 -1%
MPCG
71
Matrix Private Capital Group
New York
$902K -$338K -8,201 -27%
Lido Advisors
72
Lido Advisors
California
$884K +$212K +5,147 +32%
RA
73
RFG Advisory
Alabama
$825K -$23.2K -564 -3%
BAMG
74
Brand Asset Management Group
Missouri
$807K +$98.6K +2,392 +14%
BCM
75
Boltwood Capital Management
California
$795K +$480K +11,636 +155%

RWO Hedge Fund Activity: Q2 2024 in Review

213 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2024, worth a combined $847M — down 4.2% from $884M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of RWO and 15 opened new positions — a net loss of 2 holders — while 91 trimmed existing stakes and 60 added.

The largest buyer was State Street, adding an estimated $12M. The largest seller was Goldman Sachs, cutting an estimated $5.12M.

  • 213 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2024, down from 218 in Q1 2024.
  • Funds reported $847M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2024, down 4.2% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2024 and 17 closed out, a net change of -2 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2024 was State Street, an estimated $12M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2024 was Goldman Sachs, an estimated $5.12M sold.

Based on aggregated 13F filings for Q2 2024.