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State Street SPDR Dow Jones Global Real Estate ETF

249 hedge funds and large institutions have $1.33B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

3.12% more ownership

Funds ownership: 57.16%60.28% (+3.1%)

4% more capital invested

Capital invested by funds: $1.28B → $1.33B (+$53.4M)

0% less funds holding

Funds holding: 250249 (-1)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 99

Holders
249
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.41%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
28
Increased
69
Reduced
99
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$381K -$16.7K -335 -4%
BFG
127
Barber Financial Group
Kansas
$378K -$17.1K -343 -4%
DI
128
DFPG Investments
Utah
$377K -$159K -3,188 -30%
TC
129
Telemus Capital
Michigan
$374K -$5K -100 -1%
Northern Trust
130
Northern Trust
Illinois
$363K +$74.7K +1,496 +26%
MGIA
131
Moneta Group Investment Advisors
Missouri
$356K -$299K -5,978 -46%
CWA
132
Clarus Wealth Advisors
Arizona
$356K +$357K +7,141 New
SBIA
133
Sheaff Brock Investment Advisors
Indiana
$354K -$2.8K -56 -0.8%
RJT
134
Raymond James Trust
Florida
$343K
CA
135
Cetera Advisors
Colorado
$339K +$2.8K +56 +0.8%
AWM
136
Affinity Wealth Management
Delaware
$322K +$4.2K +84 +1%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$321K -$18.5K -371 -5%
P
138
Pitcairn
Pennsylvania
$313K -$65.8K -1,316 -17%
EWM
139
Empirical Wealth Management
Washington
$311K -$5.9K -118 -2%
SMFS
140
Squar Milner Financial Services
California
$310K
CL
141
CPWM LLC
Washington
$309K
MCM
142
MAI Capital Management
Ohio
$309K
IP
143
Investment Partners
Ohio
$307K -$433K -8,661 -58%
AIS
144
Accurate Investment Solutions
Pennsylvania
$307K +$4.35K +87 +1%
CW
145
CreativeOne Wealth
Kansas
$307K +$30.5K +611 +11%
CWM
146
Cornerstone Wealth Management
Missouri
$305K +$305K +6,101 New
BCM
147
Boltwood Capital Management
California
$298K -$15.7K -315 -5%
Creative Planning
148
Creative Planning
Kansas
$298K +$298K +5,971 New
ACP
149
Aveo Capital Partners
Colorado
$293K -$9.79K -196 -3%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$289K +$16K +320 +6%

RWO Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2019, worth a combined $1.33B — up 4.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RWO positions and 25 closed out — a net gain of 3 holders — while 69 added to existing stakes and 99 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $42.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $13.1M.

  • 249 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2019, down from 250 in Q1 2019.
  • Funds reported $1.33B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2019, up 4.2% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2019 and 25 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2019 was HSBC Holdings, an estimated $42.4M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2019 was Tradewinds Capital Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2019.