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State Street SPDR Dow Jones Global Real Estate ETF
RWO

218 hedge funds and large institutions have $884M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.69% less ownership

Funds ownership: 69.19% → 68.49% (-0.69%)

4% less capital invested

Capital invested by funds: $920M → $884M (-$36M)

2% less funds holding

Funds holding: 223 → 218 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 94

Holders
218
Holders Change
-5
Holders Change %
-2.24%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
68
Reduced
94
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$21.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.3M
3
RJA
Raymond James & Associates
Florida
+$3.69M
4
OMC
Old Mission Capital
Illinois
+$3.54M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.98M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$21.9M
2
Morgan Stanley
Morgan Stanley
New York
-$20.6M
3
Jane Street
Jane Street
New York
-$7.01M
4
LJAC
L.J. Altfest & Co
New York
-$4.59M
5
OGF
Orin Green Financial
California
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
76
RFG Advisory
Alabama
$875K -$145K -3,440 -14%
Creative Planning
77
Creative Planning
Kansas
$810K -$10.2K -241 -1%
SW
78
Simplicity Wealth
New Jersey
$765K +$537K +12,718 +247%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$764K +$440K +10,405 +140%
SFA
80
Sequoia Financial Advisors
Ohio
$747K -$12K -284 -2%
BAMG
81
Brand Asset Management Group
Missouri
$730K -$13.4K -318 -2%
Lido Advisors
82
Lido Advisors
California
$691K +$375K +8,885 +122%
SCM
83
SOL Capital Management
Maryland
$649K -$44.4K -1,050 -6%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$640K -$20K -474 -3%
AAS
85
Avantax Advisory Services
Texas
$638K -$71.8K -1,700 -10%
FPWM
86
FSB Premier Wealth Management
Iowa
$612K -$76.2K -1,803 -11%
AWA
87
Aquire Wealth Advisors
Utah
$604K -$17.2K -408 -3%
IDBONY
88
Israel Discount Bank of New York
New York
$592K -$587K -13,891 -50%
IAN
89
Integrated Advisors Network
Texas
$516K -$10.4K -246 -2%
FCBT
90
First Citizens Bank & Trust
North Carolina
$498K +$492K +11,639 New
FCAS
91
First Command Advisory Services
Texas
$497K -$197K -4,659 -29%
APC
92
Aspire Private Capital
North Carolina
$495K +$205K +4,854 +72%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$495K -$16.9K -399 -3%
HFS
94
Hoge Financial Services
Pennsylvania
$494K -$176K -4,155 -26%
PCWA
95
Pacific Capital Wealth Advisors
California
$488K – – –
UBS Group
96
UBS Group
Switzerland
$465K -$42K -995 -8%
BCI
97
Brinker Capital Investments
Pennsylvania
$454K -$175K -4,142 -28%
OPS
98
Orion Portfolio Solutions
Nebraska
$454K -$175K -4,142 -28%
MLFP
99
MPS Loria Financial Planners
Illinois
$446K -$79.2K -1,875 -15%
SFS
100
Sowell Financial Services
Arkansas
$440K +$434K +10,267 New
2 3
4
5 6

RWO Hedge Fund Activity: Q1 2024 in Review

218 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2024, worth a combined $884M — down 3.9% from $920M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RWO and 16 opened new positions — a net loss of 4 holders — while 94 trimmed existing stakes and 68 added.

The largest buyer was State Street, adding an estimated $21.6M. The largest seller was Goldman Sachs, cutting an estimated $21.9M.

  • 218 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2024, down from 223 in Q4 2023.
  • Funds reported $884M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2024, down 3.9% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2024 and 20 closed out, a net change of -4 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2024 was State Street, an estimated $21.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2024 was Goldman Sachs, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2024.