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State Street SPDR Dow Jones Global Real Estate ETF

235 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

3.94% more ownership

Funds ownership: 61.72%65.66% (+3.9%)

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

2% more capital invested

Capital invested by funds: $1.06B → $1.09B (+$24.4M)

0% less funds holding

Funds holding: 236235 (-1)

Holders
235
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.11%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
20
Increased
80
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
176
Capital Analysts LLC
Pennsylvania
$44K +$38.7K +725 +580%
CWM
177
Consultiva Wealth Management
Puerto Rico
$41K +$42.5K +797 New
BA
178
Ballast Advisors
Minnesota
$40K
Fidelity Investments
179
Fidelity Investments
Massachusetts
$40K +$28.2K +529 +211%
EVM
180
Eaton Vance Management
Massachusetts
$39K
HWMA
181
Heritage Wealth Management (Arizona)
Arizona
$36K
PFA
182
Professional Financial Advisors
Nebraska
$34K +$213 +4 +0.6%
LPWM
183
Lake Point Wealth Management
Texas
$33K -$91.8K -1,721 -73%
JP Morgan Chase
184
JP Morgan Chase
New York
$32K +$1.81K +34 +6%
APA
185
American Portfolios Advisors
New York
$31.4K -$3.52K -66 -10%
HFA
186
HC Financial Advisors
California
$31K
TCWA
187
Ten Capital Wealth Advisors
Washington
$31K
SIAP
188
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K
RG
189
Retirement Group
California
$28K +$213 +4 +0.7%
PCG
190
Private Capital Group
Connecticut
$25K
MA
191
MUFG Americas
New York
$20K
LWA
192
Lenox Wealth Advisors
New York
$19K
GRP
193
Global Retirement Partners
California
$19K +$53 +1 +0.3%
SMA
194
Sage Mountain Advisors
Georgia
$19K +$5.17K +97 +34%
BW
195
Bison Wealth
Georgia
$18K
QCG
196
Quadrant Capital Group
Ohio
$17K
TFGT
197
TS Financial Group (TSFG)
Illinois
$15K
TWA
198
TCI Wealth Advisors
Arizona
$15K +$6.51K +122 +73%
WT
199
Washington Trust
Rhode Island
$14K
IHWM
200
Iron Horse Wealth Management
Iowa
$13K

RWO Hedge Fund Activity: Q3 2021 in Review

235 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2021, worth a combined $1.09B — up 2.3% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RWO positions and 17 closed out — a net gain of 3 holders — while 80 added to existing stakes and 74 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $26.2M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $16.3M.

  • 235 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2021, down from 236 in Q2 2021.
  • Funds reported $1.09B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2021, up 2.3% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2021 and 17 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2021 was Tradewinds Capital Management, an estimated $26.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2021.