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State Street SPDR Dow Jones Global Real Estate ETF

210 hedge funds and large institutions have $962M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $847M → $962M (+$115M)

0.1% less ownership

Funds ownership: 68.6%68.5% (-0.1%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 213210 (-3)

41% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 96

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $371K

Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
57
Reduced
96
Closed
23
Calls
Puts
$371K
Net Calls
-$371K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$1.97M -$113K -2,498 -6%
LJAC
52
L.J. Altfest & Co
New York
$1.84M +$11.3K +251 +0.7%
HWA
53
HHM Wealth Advisors
Tennessee
$1.83M -$8.44K -187 -0.5%
Osaic Holdings
54
Osaic Holdings
Arizona
$1.72M -$42.5K -942 -3%
TWP
55
Total Wealth Planning
Ohio
$1.61M -$154K -3,402 -9%
BW
56
BIP Wealth
Georgia
$1.6M -$22.8K -506 -1%
APG
57
Abacus Planning Group
South Carolina
$1.58M -$39.1K -866 -3%
WCFA
58
Walkner Condon Financial Advisors
Wisconsin
$1.37M +$1.3M +28,806 New
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$26.2K -581 -2%
EA
60
Efficient Advisors
Ohio
$1.36M -$1.62M -36,001 -56%
Wells Fargo
61
Wells Fargo
California
$1.25M -$162K -3,595 -12%
GVAG
62
Great Valley Advisor Group
Delaware
$1.24M +$47.3K +1,049 +4%
Barclays
63
Barclays
United Kingdom
$1.23M -$58.2K -1,290 -5%
SC
64
Savant Capital
Illinois
$1.21M -$84.6K -1,875 -7%
DFA
65
DHK Financial Advisors
New Hampshire
$1.19M +$9.34K +207 +0.8%
MA
66
Mutual Advisors
Nebraska
$1.14M -$29.1K -644 -3%
S
67
SimplyRich
California
$1.1M
OWA
68
ORBA Wealth Advisors
Illinois
$1.09M -$7.22K -160 -0.7%
FFG
69
Fiduciary Financial Group
California
$1.09M -$113K -2,498 -10%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$1.06M -$65.9K -1,461 -6%
IA
71
IFG Advisory
Georgia
$1.04M -$212K -4,701 -18%
MPCG
72
Matrix Private Capital Group
New York
$1.03M -$4.87K -108 -0.5%
RA
73
RFG Advisory
Alabama
$938K -$6K -133 -0.7%
BCM
74
Boltwood Capital Management
California
$934K +$22.8K +505 +3%
BAMG
75
Brand Asset Management Group
Missouri
$925K +$1.17K +26 +0.1%

RWO Hedge Fund Activity: Q3 2024 in Review

210 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2024, worth a combined $962M — up 14% from $847M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWO and 22 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 57 added.

The largest buyer was Bank of America, adding an estimated $56.4M. The largest seller was Goldman Sachs, cutting an estimated $86M.

  • 210 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2024, down from 213 in Q2 2024.
  • Funds reported $962M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2024 and 23 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2024 was Bank of America, an estimated $56.4M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2024 was Goldman Sachs, an estimated $86M sold.

Based on aggregated 13F filings for Q3 2024.