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State Street SPDR Dow Jones Global Real Estate ETF

236 hedge funds and large institutions have $1.06B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 225236 (+11)

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$34.6M)

0.27% more ownership

Funds ownership: 61.45%61.72% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

16% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 86

Holders
236
Holders Change
+11
Holders Change %
+4.89%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
72
Reduced
86
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SLT
151
St Louis Trust
Missouri
$219K -$1.52M -29,928 -88%
CIAS
152
CBIZ Investment Advisory Services
Ohio
$219K
COCM
153
Charter Oak Capital Management
New Hampshire
$212K +$60.5K +1,194 +41%
CC
154
Courier Capital
New York
$210K +$207K +4,075 New
IDA
155
Intelligence Driven Advisers
California
$207K -$667K -13,155 -77%
Lido Advisors
156
Lido Advisors
California
$206K -$67.4K -1,329 -25%
CFN
157
Cordasco Financial Network
Florida
$205K -$6.39K -126 -3%
VFA
158
Voya Financial Advisors
Connecticut
$203K -$207K -4,085 -51%
PA
159
PFG Advisors
Arizona
$203K +$199K +3,935 New
NFG
160
Next Financial Group
Texas
$127K -$4.87K -96 -4%
LPWM
161
Lake Point Wealth Management
Texas
$122K +$120K +2,362 New
BlackRock
162
BlackRock
New York
$117K
ASBI
163
American State Bank (Iowa)
Iowa
$113K
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$107K
Citigroup
165
Citigroup
New York
$90K +$29.5K +581 +50%
IFA
166
Interactive Financial Advisors
Illinois
$87K -$70.5K -1,390 -45%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$87K -$5.98K -118 -7%
GWM
168
Geneos Wealth Management
Colorado
$84K -$525K -10,366 -86%
CWM
169
Cedar Wealth Management
California
$80K
PA
170
Parallel Advisors
California
$72K +$456 +9 +0.7%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$62K
RCA
172
Ranch Capital Advisors
Florida
$59K
PGWM
173
Parisi Gray Wealth Management
New Jersey
$57K +$56.1K +1,107 New
BU
174
BBVA USA
Alabama
$46K +$45K +888 New
HI
175
Harbour Investments
Wisconsin
$45K -$2.69K -53 -6%

RWO Hedge Fund Activity: Q2 2021 in Review

236 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2021, worth a combined $1.06B — up 3.4% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RWO positions and 13 closed out — a net gain of 13 holders — while 72 added to existing stakes and 86 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $15.6M. The largest seller was Sequoia Financial Advisors, cutting an estimated $62.8M.

  • 236 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2021, up from 225 in Q1 2021.
  • Funds reported $1.06B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2021, up 3.4% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2021 and 13 closed out, a net change of +13 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2021 was Jones Financial Companies, an estimated $15.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2021 was Sequoia Financial Advisors, an estimated $62.8M sold.

Based on aggregated 13F filings for Q2 2021.