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State Street SPDR Dow Jones Global Real Estate ETF

215 hedge funds and large institutions have $913M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% more ownership

Funds ownership: 68.88%70.67% (+1.8%)

1% more capital invested

Capital invested by funds: $908M → $913M (+$4.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 218215 (-3)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

Holders
215
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
71
Reduced
86
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$831K +$149K +3,634 +22%
Creative Planning
77
Creative Planning
Kansas
$827K -$24.8K -605 -3%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$825K +$34.2K +836 +4%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$791K +$18.2K +445 +2%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$770K -$22.1K -539 -3%
FWP
81
FAS Wealth Partners
Kansas
$751K +$38K +930 +5%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$750K -$89.8K -2,196 -11%
MFS
83
McNamara Financial Services
Massachusetts
$739K +$104K +2,551 +17%
AWA
84
Aquire Wealth Advisors
Utah
$726K -$12.7K -311 -2%
GVAG
85
Great Valley Advisor Group
Delaware
$679K -$11.3K -275 -2%
FPWM
86
FSB Premier Wealth Management
Iowa
$661K +$1.35K +33 +0.2%
CWM
87
Cahaba Wealth Management
Georgia
$656K -$1.31K -32 -0.2%
BAMG
88
Brand Asset Management Group
Missouri
$634K -$3.52K -86 -0.6%
AAS
89
Avantax Advisory Services
Texas
$602K +$44.7K +1,093 +8%
SS
90
Sound Stewardship
Kansas
$555K +$4.5K +110 +0.8%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$550K -$12.1K -295 -2%
TFG
92
Tilson Financial Group
New Jersey
$536K -$181K -4,434 -25%
MWM
93
Merriman Wealth Management
Washington
$530K -$24.9K -609 -5%
BCI
94
Brinker Capital Investments
Pennsylvania
$516K +$6.63K +162 +1%
OPS
95
Orion Portfolio Solutions
Nebraska
$516K +$6.63K +162 +1%
Ameriprise
96
Ameriprise
Minnesota
$513K -$209K -5,103 -29%
NAS
97
Nicolet Advisory Services
Wisconsin
$506K -$17.6K -431 -3%
IAN
98
Integrated Advisors Network
Texas
$505K -$21.9K -535 -4%
B
99
Bailard
California
$485K +$182K +4,438 +60%
MLFP
100
MPS Loria Financial Planners
Illinois
$479K -$4.75K -116 -1%

RWO Hedge Fund Activity: Q2 2023 in Review

215 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2023, worth a combined $913M — up 0.52% from $908M a quarter earlier.

Fund positioning in RWO was balanced in Q2 2023: 20 funds opened new positions, 20 closed out, 71 added to existing stakes and 86 trimmed.

The largest buyer was Jane Street, adding an estimated $26.7M. The largest seller was Goldman Sachs, cutting an estimated $10.8M.

  • 215 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2023, down from 218 in Q1 2023.
  • Funds reported $913M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2023, up 0.52% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2023 and 20 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2023 was Jane Street, an estimated $26.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2023 was Goldman Sachs, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2023.