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State Street SPDR Dow Jones Global Real Estate ETF
RWO

218 hedge funds and large institutions have $913M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

25% more capital invested

Capital invested by funds: $732M → $913M (+$180M)

7.03% more ownership

Funds ownership: 65.54% → 72.57% (+7%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding

Funds holding: 218 → 218 (0)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
218
Holders Change
–
Holders Change %
0%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
30
Increased
86
Reduced
60
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GT
Glenmede Trust
Pennsylvania
+$49.6M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$28.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$14.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$11.5M
5
Mariner
Mariner
Kansas
+$11M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$10.3M
2
OAM
Oppenheimer Asset Management
New York
-$7.46M
3
SFA
Sequoia Financial Advisors
Ohio
-$3.48M
4
SCA
St. Clair Advisors
Ohio
-$3.13M
5
AIM
Alhambra Investment Management
Florida
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$853K -$260K -6,425 -24%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$822K +$4.17K +103 +0.5%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$813K -$222K -5,473 -22%
CCM
79
Cullen Capital Management
New York
$809K +$801K +19,784 New
FWP
80
FAS Wealth Partners
Kansas
$788K +$447K +11,044 +134%
MAWA
81
Moss Adams Wealth Advisors
Washington
$758K +$751K +18,538 New
SFS
82
Sowell Financial Services
Arkansas
$740K +$5.99K +148 +0.8%
TFG
83
Tilson Financial Group
New Jersey
$730K +$723K +17,847 New
AWA
84
Aquire Wealth Advisors
Utah
$692K +$26K +642 +4%
RWA
85
Rooted Wealth Advisors
Illinois
$686K +$679K +16,762 New
CWM
86
Cahaba Wealth Management
Georgia
$654K -$365K -9,021 -36%
UWM
87
USAdvisors Wealth Management
Minnesota
$618K +$8.87K +219 +1%
SS
88
Sound Stewardship
Kansas
$610K +$604K +14,921 New
BAMG
89
Brand Asset Management Group
Missouri
$608K +$275K +6,796 +84%
SWP
90
Stratos Wealth Partners
Ohio
$599K +$593K +14,652 New
GVAG
91
Great Valley Advisor Group
Delaware
$572K -$53.5K -1,322 -9%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$551K +$546K +13,474 New
IAN
93
Integrated Advisors Network
Texas
$548K -$23K -569 -4%
AAS
94
Avantax Advisory Services
Texas
$541K +$78.9K +1,948 +17%
MWM
95
Merriman Wealth Management
Washington
$521K +$137K +3,387 +36%
FFM
96
Flagstone Financial Management
Nebraska
$516K +$511K +12,609 New
FA
97
FC Advisory
Pennsylvania
$494K -$373K -9,215 -43%
NA
98
NewEdge Advisors
Louisiana
$492K -$130K -3,218 -21%
CG
99
Colony Group
Massachusetts
$488K +$484K +11,938 New
OPS
100
Orion Portfolio Solutions
Nebraska
$471K +$208K +5,131 +80%
2 3
4
5 6

RWO Hedge Fund Activity: Q4 2022 in Review

218 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2022, worth a combined $913M — up 25% from $732M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWO positions and 28 closed out — a net gain of 2 holders — while 86 added to existing stakes and 60 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $49.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $10.3M.

  • 218 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $913M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2022 and 28 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2022 was Glenmede Trust, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.