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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
IAN
101
Integrated Advisors Network
Texas
$459K -$107K -2,362 -20%
EDRIA
102
Edmonds Duncan Registered Investment Advisors
Kansas
$450K
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$447K -$33.2K -735 -7%
JWCA
104
J.W. Cole Advisors
Florida
$424K +$27.3K +605 +7%
NAS
105
Nicolet Advisory Services
Wisconsin
$405K -$31.9K -706 -8%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$382K -$50K -1,107 -12%
KAS
107
Kestra Advisory Services
Texas
$375K -$195K -4,313 -35%
TFG
108
Tilson Financial Group
New Jersey
$365K -$9.7K -215 -3%
CPRC
109
Consolidated Portfolio Review Corp
New York
$351K -$32.2K -713 -9%
FCBT
110
First Citizens Bank & Trust
North Carolina
$346K -$192K -4,244 -37%
FA
111
FC Advisory
Pennsylvania
$345K -$3.93K -87 -1%
LA
112
Lifeworks Advisors
Michigan
$338K +$321K +7,106 New
AWM
113
AE Wealth Management
Kansas
$336K -$1.22K -27 -0.4%
B
114
Bailard
California
$333K -$8.26K -183 -3%
SFWC
115
Strategic Family Wealth Counselors
New Jersey
$331K -$24.2K -537 -7%
UWM
116
USAdvisors Wealth Management
Minnesota
$320K -$70.8K -1,568 -19%
HI
117
Harbour Investments
Wisconsin
$312K +$16.4K +363 +6%
EAM
118
Evanson Asset Management
California
$311K +$45 +1 +0%
EWM
119
Empirical Wealth Management
Washington
$308K -$36.9K -818 -11%
TSS
120
Two Sigma Securities
New York
$305K +$289K +6,411 New
FA
121
FDx Advisors
Illinois
$297K -$12.8K -283 -4%
VF
122
Virtu Financial
New York
$295K +$63.1K +1,399 +29%
PFM
123
Phillips Financial Management
Indiana
$260K +$32.4K +718 +15%
PP
124
PDS Planning
Ohio
$252K +$1.04K +23 +0.4%
JSA
125
Jim Saulnier & Associates
Colorado
$250K +$237K +5,250 New

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.