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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
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$417K -$102K -2,475 -18%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$409K +$144K +3,521 +49%
FA
103
FC Advisory
Pennsylvania
$408K -$17.4K -425 -4%
TFG
104
Tilson Financial Group
New Jersey
$402K -$104K -2,545 -19%
IWC
105
Integrated Wealth Concepts
Massachusetts
$401K +$33.5K +817 +8%
CPRC
106
Consolidated Portfolio Review Corp
New York
$365K -$3.9K -95 -1%
Truist Financial
107
Truist Financial
North Carolina
$359K -$19.1K -466 -5%
UBS Group
108
UBS Group
Switzerland
$359K +$10.4K +254 +3%
AWM
109
AE Wealth Management
Kansas
$352K +$10.7K +260 +3%
EDRIA
110
Edmonds Duncan Registered Investment Advisors
Kansas
$346K
EWM
111
Empirical Wealth Management
Washington
$334K -$4.31K -105 -1%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$323K +$347K +8,456 New
CAL
113
Capital Analysts LLC
Pennsylvania
$312K -$3.85K -94 -1%
OPA
114
Old Port Advisors
Maine
$292K +$314K +7,645 New
FA
115
Flagstar Advisors
New York
$291K -$44.9K -1,095 -13%
CAN
116
Cetera Advisor Networks
California
$287K -$15.9K -388 -5%
B
117
Bailard
California
$285K -$179K -4,354 -37%
RPWA
118
Regent Peak Wealth Advisors
Georgia
$283K
CA
119
Cetera Advisors
Colorado
$274K -$6.23K -152 -2%
PP
120
PDS Planning
Ohio
$269K +$1.85K +45 +0.6%
AIP
121
Almanack Investment Partners
Pennsylvania
$255K +$9.52K +232 +4%
EAM
122
Evanson Asset Management
California
$247K
FA
123
FDx Advisors
Illinois
$242K +$7.79K +190 +3%
LFG
124
Larson Financial Group
Missouri
$242K +$1.64K +40 +0.6%
OC
125
Oarsman Capital
Wisconsin
$236K +$50.2K +1,224 +25%

RWO Hedge Fund Activity: Q3 2023 in Review

212 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2023, worth a combined $796M — down 13% from $913M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of RWO and 24 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 66 added.

The largest buyer was Goldman Sachs, adding an estimated $39.1M. The largest seller was Bank of New York Mellon, cutting an estimated $41.7M.

  • 212 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2023, down from 215 in Q2 2023.
  • Funds reported $796M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2023, down 13% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2023 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2023 was Goldman Sachs, an estimated $39.1M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2023 was Bank of New York Mellon, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2023.