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State Street SPDR Dow Jones Global Real Estate ETF

243 hedge funds and large institutions have $1.07B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.19% less ownership

Funds ownership: 72.35%67.16% (-5.2%)

5% less funds holding

Funds holding: 257243 (-14)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 89

16% less capital invested

Capital invested by funds: $1.27B → $1.07B (-$203M)

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
22
Increased
75
Reduced
89
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
151
JP Morgan Chase
New York
$250K +$197K +3,722 +404%
COCM
152
Charter Oak Capital Management
New Hampshire
$238K -$8.99K -170 -4%
DI
153
DFPG Investments
Utah
$234K -$1.64K -31 -0.7%
UCFA
154
United Capital Financial Advisors
Texas
$224K -$42.7K -807 -16%
Truist Financial
155
Truist Financial
North Carolina
$221K +$217K +4,100 New
CC
156
Courier Capital
New York
$220K
PGFC
157
Peapack-Gladstone Financial Corp
New Jersey
$215K -$27.9K -528 -12%
Lido Advisors
158
Lido Advisors
California
$213K +$20.1K +380 +11%
AFA
159
American Financial Advisors
Georgia
$212K -$6.93K -131 -3%
SFG
160
Sovereign Financial Group
Connecticut
$210K +$14.4K +273 +8%
PA
161
PFG Advisors
Arizona
$206K
PCMC
162
Private Capital Management (Colorado)
Colorado
$204K -$132K -2,500 -40%
SS
163
Simplicity Solutions
Minnesota
$204K +$199K +3,770 New
BCM
164
Boltwood Capital Management
California
$202K -$2.65K -50 -1%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$196K
CFN
166
Cordasco Financial Network
Florida
$186K -$37.1K -701 -17%
IFA
167
Interactive Financial Advisors
Illinois
$166K +$32.9K +622 +25%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$141K +$2.22K +42 +2%
BlackRock
169
BlackRock
New York
$123K
ASBI
170
American State Bank (Iowa)
Iowa
$119K
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$112K
GWM
172
Geneos Wealth Management
Colorado
$106K
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$98.9K -$8.31K -157 -8%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$97K +$12K +227 +14%
ZIG
175
Zullo Investment Group
Pennsylvania
$80K -$6.08K -115 -7%

RWO Hedge Fund Activity: Q1 2022 in Review

243 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2022, worth a combined $1.07B — down 16% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of RWO and 22 opened new positions — a net loss of 12 holders — while 89 trimmed existing stakes and 75 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $19.9M. The largest seller was Jones Financial Companies, cutting an estimated $140M.

  • 243 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2022, down from 257 in Q4 2021.
  • Funds reported $1.07B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2022, down 16% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2022 and 34 closed out, a net change of -12 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $19.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2022 was Jones Financial Companies, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2022.