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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $913M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

25% more capital invested

Capital invested by funds: $732M → $913M (+$180M)

7.03% more ownership

Funds ownership: 65.54%72.57% (+7%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding

Funds holding: 218218 (0)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
218
Holders Change
Holders Change %
0%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
30
Increased
86
Reduced
60
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
101
Pacific Capital Wealth Advisors
California
$466K
OPCM
102
Osborne Partners Capital Management
California
$445K -$1.01K -25 -0.2%
FPWM
103
FSB Premier Wealth Management
Iowa
$435K +$12.1K +299 +3%
OPA
104
Old Port Advisors
Maine
$435K -$30.4K -750 -7%
GFS
105
GYL Financial Synergies
Connecticut
$413K
AWM
106
AE Wealth Management
Kansas
$413K -$502K -12,388 -55%
JWCA
107
J.W. Cole Advisors
Florida
$407K +$2.71K +67 +0.7%
CPO
108
Cerity Partners OCIO
New York
$400K -$74.7K -1,845 -16%
IA
109
IFP Advisors
Florida
$394K +$41 +1 +0%
MLFP
110
MPS Loria Financial Planners
Illinois
$386K +$40.1K +989 +12%
FA
111
Flagstar Advisors
New York
$385K -$86.5K -2,135 -18%
CAL
112
Capital Analysts LLC
Pennsylvania
$385K +$318K +7,850 +499%
FEG
113
Fund Evaluation Group
Ohio
$377K +$373K +9,211 New
EDRIA
114
Edmonds Duncan Registered Investment Advisors
Kansas
$373K +$369K +9,109 New
MFS
115
McNamara Financial Services
Massachusetts
$369K +$40.4K +998 +12%
MBFW
116
Morton Brown Family Wealth
Pennsylvania
$355K +$348K +8,585 +8,500%
CAN
117
Cetera Advisor Networks
California
$354K +$41.8K +1,031 +14%
OC
118
Oarsman Capital
Wisconsin
$346K -$225K -5,555 -40%
NAS
119
Nicolet Advisory Services
Wisconsin
$340K -$40.6K -1,003 -11%
EWM
120
Empirical Wealth Management
Washington
$338K +$53.4K +1,318 +19%
CWA
121
Clarus Wealth Advisors
Arizona
$329K +$45K +1,111 +16%
Northern Trust
122
Northern Trust
Illinois
$320K -$4.29K -106 -1%
JMPWA
123
JP Morgan Private Wealth Advisors
California
$310K +$307K +7,588 New
SPIA
124
Steward Partners Investment Advisory
New York
$305K +$2.51K +62 +0.8%
B
125
Bailard
California
$299K -$21.9K -541 -7%

RWO Hedge Fund Activity: Q4 2022 in Review

218 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2022, worth a combined $913M — up 25% from $732M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWO positions and 28 closed out — a net gain of 2 holders — while 86 added to existing stakes and 60 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $49.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $10.3M.

  • 218 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $913M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2022 and 28 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2022 was Glenmede Trust, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.