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State Street SPDR Dow Jones Global Real Estate ETF

212 hedge funds and large institutions have $796M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 215212 (-3)

2.38% less ownership

Funds ownership: 70.67%68.29% (-2.4%)

13% less capital invested

Capital invested by funds: $913M → $796M (-$117M)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
66
Reduced
77
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$653K -$122K -2,979 -15%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$637K -$275K -6,710 -29%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$636K -$85.7K -2,089 -11%
AWA
79
Aquire Wealth Advisors
Utah
$621K -$58.7K -1,432 -8%
FPWM
80
FSB Premier Wealth Management
Iowa
$616K +$1.68K +41 +0.3%
CWM
81
Cahaba Wealth Management
Georgia
$610K
Cerity Partners
82
Cerity Partners
New York
$598K -$4.33M -105,525 -87%
AAS
83
Avantax Advisory Services
Texas
$562K +$2.21K +54 +0.4%
WPC
84
Wedmont Private Capital
Pennsylvania
$558K +$605K +14,745 New
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$555K +$409K +9,972 +279%
GFS
86
GYL Financial Synergies
Connecticut
$541K +$166K +4,054 +40%
FWP
87
FAS Wealth Partners
Kansas
$527K -$184K -4,485 -25%
OIA
88
OneDigital Investment Advisors
Kansas
$502K +$539K +13,147 New
SS
89
Sound Stewardship
Kansas
$499K -$18.6K -454 -3%
MWM
90
Merriman Wealth Management
Washington
$494K +$246 +6 +0%
IAN
91
Integrated Advisors Network
Texas
$461K -$8.78K -214 -2%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$458K +$492K +11,991 New
MLFP
93
MPS Loria Financial Planners
Illinois
$458K +$13.1K +319 +3%
BCI
94
Brinker Capital Investments
Pennsylvania
$449K -$33K -805 -6%
OPS
95
Orion Portfolio Solutions
Nebraska
$449K -$33K -805 -6%
NAS
96
Nicolet Advisory Services
Wisconsin
$449K -$8.37K -204 -2%
Citadel Advisors
97
Citadel Advisors
Florida
$446K -$368K -8,968 -43%
BAMG
98
Brand Asset Management Group
Missouri
$441K -$159K -3,883 -25%
PCWA
99
Pacific Capital Wealth Advisors
California
$435K
Ameriprise
100
Ameriprise
Minnesota
$419K -$61.7K -1,504 -12%