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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
Truist Financial
101
Truist Financial
North Carolina
$418K +$47.6K +1,127 +13%
EDRIA
102
Edmonds Duncan Registered Investment Advisors
Kansas
$406K +$17.4K +413 +5%
NAS
103
Nicolet Advisory Services
Wisconsin
$405K -$48.5K -1,148 -11%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$387K +$105K +2,476 +38%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$382K -$84.3K -1,995 -18%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$368K -$277K -6,546 -43%
IWC
107
Integrated Wealth Concepts
Massachusetts
$360K +$64.8K +1,535 +22%
CPRC
108
Consolidated Portfolio Review Corp
New York
$358K +$5.75K +136 +2%
PI
109
PFG Investments
New York
$349K +$344K +8,150 New
UWM
110
USAdvisors Wealth Management
Minnesota
$347K -$29.6K -701 -8%
EWM
111
Empirical Wealth Management
Washington
$340K -$1.14K -27 -0.3%
TFG
112
Tilson Financial Group
New Jersey
$339K -$1.44K -34 -0.4%
SFWC
113
Strategic Family Wealth Counselors
New Jersey
$336K +$28K +663 +9%
FA
114
FC Advisory
Pennsylvania
$329K -$3K -71 -0.9%
JWCA
115
J.W. Cole Advisors
Florida
$328K +$36.7K +870 +13%
CAN
116
Cetera Advisor Networks
California
$322K +$5.66K +134 +2%
BCM
117
Boltwood Capital Management
California
$321K +$45.2K +1,070 +17%
B
118
Bailard
California
$317K -$1.44K -34 -0.5%
AWM
119
AE Wealth Management
Kansas
$315K -$41.3K -978 -12%
OIA
120
OneDigital Investment Advisors
Kansas
$308K -$96.6K -2,287 -24%
FTWA
121
Fifth Third Wealth Advisors
Ohio
$299K +$295K +6,985 New
FA
122
FDx Advisors
Illinois
$286K +$9.42K +223 +3%
CIAS
123
CFS Investment Advisory Services
New Jersey
$282K +$56K +1,325 +25%
EAM
124
Evanson Asset Management
California
$280K +$42 +1 +0%
AIP
125
Almanack Investment Partners
Pennsylvania
$260K +$211 +5 +0.1%
3 4
5
6 7

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.