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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $908M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

0% more funds holding

Funds holding: 218218 (0)

0% less capital invested

Capital invested by funds: $913M → $908M (-$4.21M)

4% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 77

3.69% less ownership

Funds ownership: 72.57%68.88% (-3.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
218
Holders Change
Holders Change %
0%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
74
Reduced
77
Closed
19
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$792K -$27.4K -644 -3%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$774K -$770K -18,115 -49%
AWA
78
Aquire Wealth Advisors
Utah
$741K +$45.8K +1,079 +6%
Ameriprise
79
Ameriprise
Minnesota
$725K -$2.44M -57,379 -77%
TFG
80
Tilson Financial Group
New Jersey
$720K -$15K -352 -2%
FWP
81
FAS Wealth Partners
Kansas
$714K -$81.6K -1,920 -10%
CPRC
82
Consolidated Portfolio Review Corp
New York
$704K +$727K +17,116 New
GVAG
83
Great Valley Advisor Group
Delaware
$692K +$120K +2,828 +20%
SFS
84
Sowell Financial Services
Arkansas
$684K -$63.3K -1,491 -8%
SP
85
Sarasin & Partners
United Kingdom
$678K +$523K +12,311 New
FPWM
86
FSB Premier Wealth Management
Iowa
$661K +$230K +5,422 +51%
CWM
87
Cahaba Wealth Management
Georgia
$659K
BAMG
88
Brand Asset Management Group
Missouri
$639K +$28.2K +664 +4%
MFS
89
McNamara Financial Services
Massachusetts
$620K +$256K +6,026 +67%
SWP
90
Stratos Wealth Partners
Ohio
$613K +$10.5K +247 +2%
HWM
91
HFG Wealth Management
Texas
$607K +$626K +14,740 New
FFM
92
Flagstone Financial Management
Nebraska
$594K +$77.7K +1,830 +15%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$563K +$9.09K +214 +2%
AAS
94
Avantax Advisory Services
Texas
$558K +$14.4K +338 +3%
MWM
95
Merriman Wealth Management
Washington
$557K +$33K +776 +6%
SS
96
Sound Stewardship
Kansas
$552K -$64.2K -1,511 -10%
IAN
97
Integrated Advisors Network
Texas
$528K -$24K -565 -4%
NAS
98
Nicolet Advisory Services
Wisconsin
$522K +$204K +4,795 +61%
OPS
99
Orion Portfolio Solutions
Nebraska
$511K +$38.3K +901 +8%
BCI
100
Brinker Capital Investments
Pennsylvania
$511K +$527K +12,408 New