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SPDR Dow Jones Global Real Estate ETF
RWO

Overview Fund Activity

171 hedge funds and large institutions have $1.19B invested in SPDR Dow Jones Global Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+13
Holders Change %
+8.23%
% of All Funds
4.57%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
22
Increased
77
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
$63M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$10.9M
3
LPT
Legacy Private Trust
Wisconsin
$16.3M
4
SI
SII Investments
Wisconsin
$7.19M
5
Wells Fargo
Wells Fargo
California
$21.8M

Top Sellers

1
LPL Financial
LPL Financial
California
$56.1M
2
Bank of America
Bank of America
North Carolina
$46M
3
Morgan Stanley
Morgan Stanley
New York
$51.6M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$444K
5
HSBC Holdings
HSBC Holdings
United Kingdom
$56.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
126
BlackRock
New York
$196K +$4.89K +97 +3%
LWM
127
Lenox Wealth Management
Ohio
$180K -$6.76K -134 -4%
PO
128
Private Ocean
California
$172K +$172K +3,416 New
HNB
129
Huntington National Bank
Ohio
$169K -$753K – –
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$160K -$12K -238 -7%
CFN
131
Cordasco Financial Network
Florida
$159K +$98.7K +1,966 +164%
BCP
132
Blue Chip Partners
Michigan
$134K – – –
AIM
133
Advantage Investment Management
Iowa
$131K +$38.3K +761 +41%
Creative Planning
134
Creative Planning
Kansas
$125K -$11.9K -235 -9%
US Bancorp
135
US Bancorp
Minnesota
$109K -$110K -2,200 -50%
SHJ
136
Sharkey, Howes & Javer
Colorado
$106K -$80.5K -1,597 -43%
WA
137
WFG Advisors
Texas
$95K +$101 +2 +0.1%
IFA
138
Interactive Financial Advisors
Illinois
$92K +$92K +1,834 New
FANJ
139
Financial Architects (New Jersey)
New Jersey
$91K – – –
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$78K -$33K -652 -30%
AW
141
Alpha Windward
Massachusetts
$61K – – –
VCM
142
Versant Capital Management
Arizona
$61K – – –
WP
143
WealthPLAN Partners
Nebraska
$59.2K +$59.2K +5,768 New
JIC
144
Joel Isaacson & Co
New York
$55K – – –
ADL
145
Asset Dedication LLC
California
$55K +$55K +1,085 New
QCG
146
Quadrant Capital Group
Ohio
$41K +$604 +12 +1%
PSUF
147
People's United Financial
Connecticut
$38K +$38K +746 New
CCM
148
Cribstone Capital Management
Maine
$37K +$37K +726 New
NC
149
NewSquare Capital
Pennsylvania
$34K -$741K -14,824 -96%
SBL
150
Sargent Bickham Lagudis
Colorado
$34K +$34K +685 New
4 5
6
7 8