We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

210 hedge funds and large institutions have $844M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

7% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 68

0.54% more ownership

Funds ownership: 68.5%69.05% (+0.54%)

0% more funds holding

Funds holding: 210210 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less capital invested

Capital invested by funds: $962M → $844M (-$118M)

Holders
210
Holders Change
Holders Change %
0%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
73
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
51
HHM Wealth Advisors
Tennessee
$1.45M -$205K -4,508 -12%
APG
52
Abacus Planning Group
South Carolina
$1.44M +$9.72K +214 +0.6%
TWP
53
Total Wealth Planning
Ohio
$1.42M -$32.3K -710 -2%
BW
54
BIP Wealth
Georgia
$1.38M -$68K -1,496 -4%
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$1.34M +$110K +2,422 +8%
GVAG
56
Great Valley Advisor Group
Delaware
$1.14M +$19.9K +438 +2%
Barclays
57
Barclays
United Kingdom
$1.13M +$14.1K +311 +1%
DFA
58
DHK Financial Advisors
New Hampshire
$1.09M +$13.5K +298 +1%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$136K +2,987 +13%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$1.07M -$166K -3,645 -13%
EA
61
Efficient Advisors
Ohio
$1.07M -$164K -3,610 -13%
MA
62
Mutual Advisors
Nebraska
$1.05M -$273 -6 -0%
SC
63
Savant Capital
Illinois
$1.04M -$59.9K -1,318 -5%
FFG
64
Fiduciary Financial Group
California
$1.01M +$29.6K +652 +3%
S
65
SimplyRich
California
$996K
Creative Planning
66
Creative Planning
Kansas
$979K +$293K +6,454 +39%
OWA
67
ORBA Wealth Advisors
Illinois
$968K -$18.7K -412 -2%
IA
68
IFG Advisory
Georgia
$954K +$12.2K +269 +1%
MPCG
69
Matrix Private Capital Group
New York
$928K +$409 +9 +0%
UBS Group
70
UBS Group
Switzerland
$926K +$518K +11,412 +112%
RA
71
RFG Advisory
Alabama
$887K +$43.1K +948 +5%
BCM
72
Boltwood Capital Management
California
$879K +$38.4K +845 +4%
FOR
73
Family Office Research
Maryland
$871K +$923K +20,312 New
BAMG
74
Brand Asset Management Group
Missouri
$852K +$18.4K +404 +2%
SW
75
SVB Wealth
Massachusetts
$787K +$833K +18,340 New