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State Street SPDR Dow Jones Global Real Estate ETF

210 hedge funds and large institutions have $962M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $847M → $962M (+$115M)

0.1% less ownership

Funds ownership: 68.6%68.5% (-0.1%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 213210 (-3)

41% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 96

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $371K

Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
57
Reduced
96
Closed
23
Calls
Puts
$371K
Net Calls
-$371K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Change in
Stake
AGA
76
Arkos Global Advisors
Texas
$833K -$7.45K -165 -0.9%
FTWA
77
Fifth Third Wealth Advisors
Ohio
$790K +$479K +10,621 +177%
Creative Planning
78
Creative Planning
Kansas
$778K -$61.1K -1,354 -8%
PAG
79
Private Advisor Group
New Jersey
$770K -$78.8K -1,746 -10%
CC
80
Courier Capital
New York
$766K +$728K +16,123 New
SCM
81
SOL Capital Management
Maryland
$719K -$271 -6 -0%
AP
82
Advisors Preferred
Maryland
$709K +$676K +14,978 New
SW
83
Simplicity Wealth
New Jersey
$704K -$560K -12,402 -46%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$698K +$7.13K +158 +1%
FPWM
85
FSB Premier Wealth Management
Iowa
$677K +$19.1K +423 +3%
AAS
86
Avantax Advisory Services
Texas
$630K +$23.7K +526 +4%
BCI
87
Brinker Capital Investments
Pennsylvania
$626K -$18.7K -414 -3%
OPS
88
Orion Portfolio Solutions
Nebraska
$626K -$18.7K -414 -3%
APC
89
Aspire Private Capital
North Carolina
$618K +$8.26K +183 +1%
Citadel Advisors
90
Citadel Advisors
Florida
$610K +$579K +12,826 New
AWA
91
Aquire Wealth Advisors
Utah
$569K -$85.1K -1,887 -14%
Truist Financial
92
Truist Financial
North Carolina
$508K +$15.2K +337 +3%
FCAS
93
First Command Advisory Services
Texas
$495K -$10.4K -230 -2%
PCWA
94
Pacific Capital Wealth Advisors
California
$493K -$46.2K -1,023 -9%
MLFP
95
MPS Loria Financial Planners
Illinois
$493K -$1.35K -30 -0.3%
UBS Group
96
UBS Group
Switzerland
$484K -$1.44K -32 -0.3%
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$481K -$257K -5,706 -36%
SFS
98
Sowell Financial Services
Arkansas
$478K +$1.49K +33 +0.3%
HFS
99
Hoge Financial Services
Pennsylvania
$466K +$3.47K +77 +0.8%
Lido Advisors
100
Lido Advisors
California
$459K -$525K -11,625 -55%

RWO Hedge Fund Activity: Q3 2024 in Review

210 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2024, worth a combined $962M — up 14% from $847M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWO and 22 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 57 added.

The largest buyer was Bank of America, adding an estimated $56.4M. The largest seller was Goldman Sachs, cutting an estimated $86M.

  • 210 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2024, down from 213 in Q2 2024.
  • Funds reported $962M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2024 and 23 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2024 was Bank of America, an estimated $56.4M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2024 was Goldman Sachs, an estimated $86M sold.

Based on aggregated 13F filings for Q3 2024.