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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $913M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

25% more capital invested

Capital invested by funds: $732M → $913M (+$180M)

7.03% more ownership

Funds ownership: 65.54%72.57% (+7%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding

Funds holding: 218218 (0)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
218
Holders Change
Holders Change %
0%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
30
Increased
86
Reduced
60
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Almanack Investment Partners
Pennsylvania
$296K +$293K +7,245 New
AIM
127
Alhambra Investment Management
Florida
$288K -$2.6M -64,221 -90%
CW
128
CreativeOne Wealth
Kansas
$286K -$4.25K -105 -1%
AA
129
Ancora Advisors
Ohio
$285K
PP
130
PDS Planning
Ohio
$278K -$8.18K -202 -3%
Truist Financial
131
Truist Financial
North Carolina
$274K +$271K +6,701 New
CIAS
132
CFS Investment Advisory Services
New Jersey
$270K -$10.3M -253,693 -97%
NEWAS
133
N.E.W. Advisory Services
Wisconsin
$261K +$1.82K +45 +0.7%
FA
134
FDx Advisors
Illinois
$258K +$14K +345 +6%
SIM
135
Seaview Investment Managers
Florida
$250K -$10.2K -251 -4%
MHS
136
M Holdings Securities
Oregon
$249K +$14.2K +350 +6%
LFG
137
Larson Financial Group
Missouri
$249K -$14.7K -362 -6%
MWM
138
Meridian Wealth Management
Kentucky
$244K +$1.18K +29 +0.5%
FHC
139
First Heartland Consultants
Missouri
$240K +$486 +12 +0.2%
CA
140
CoreCap Advisors
Michigan
$232K -$22.4K -553 -9%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$225K -$89.1K -2,201 -30%
PFPT
142
Pinnacle Financial Partners (Tennessee)
Tennessee
$221K
DWM
143
Dakota Wealth Management
Florida
$219K -$473K -11,670 -69%
MA
144
Mutual Advisors
Nebraska
$206K -$20.1K -497 -9%
PFM
145
Phillips Financial Management
Indiana
$190K +$40.7K +1,005 +28%
CAL
146
Capital Advisors Ltd
Ohio
$184K +$243 +6 +0.1%
JP Morgan Chase
147
JP Morgan Chase
New York
$151K +$66.5K +1,643 +81%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$148K +$1.09K +27 +0.7%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$147K -$9.48K -234 -6%
PO
150
Private Ocean
California
$134K +$41 +1 +0%

RWO Hedge Fund Activity: Q4 2022 in Review

218 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2022, worth a combined $913M — up 25% from $732M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWO positions and 28 closed out — a net gain of 2 holders — while 86 added to existing stakes and 60 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $49.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $10.3M.

  • 218 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $913M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2022 and 28 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2022 was Glenmede Trust, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.