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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $908M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

0% more funds holding

Funds holding: 218218 (0)

0% less capital invested

Capital invested by funds: $913M → $908M (-$4.21M)

4% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 77

3.69% less ownership

Funds ownership: 72.57%68.88% (-3.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
218
Holders Change
Holders Change %
0%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
74
Reduced
77
Closed
19
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$14.1K -$255 -6 -2%
FHA
177
First Horizon Advisors
Tennessee
$13.2K +$85 +2 +0.6%
WWP
178
WR Wealth Planners
Missouri
$13K +$127 +3 +1%
WT
179
Washington Trust
Rhode Island
$11K
FFL
180
Financial Freedom LLC
Ohio
$10.8K +$85 +2 +0.8%
TFGT
181
TS Financial Group (TSFG)
Illinois
$10K
AF
182
Advisornet Financial
Minnesota
$9.38K +$5.35K +126 +124%
WP
183
WealthPLAN Partners
Nebraska
$8.44K +$8.71K +205 New
IHWM
184
Iron Horse Wealth Management
Iowa
$8.07K
GTAM
185
Global Trust Asset Management
Florida
$8.03K
MHR
186
Matthew Hamilton Rosenberg
$7.62K
ACA
187
Aptus Capital Advisors
Alabama
$7.41K
TWA
188
TCI Wealth Advisors
Arizona
$6.92K
SMA
189
Sage Mountain Advisors
Georgia
$6.54K
LWANC
190
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.22K
DI
191
Disciplined Investments
Oklahoma
$5.22K
CP
192
Castleview Partners
Texas
$4.03K
AW
193
Avion Wealth
Texas
$4K
FRA
194
Front Row Advisors
California
$4K
IGWM
195
ICA Group Wealth Management
Colorado
$3.87K +$3.99K +94 New
PTC
196
Private Trust Company
Ohio
$3.7K
AWM
197
Avior Wealth Management
Nebraska
$3.58K -$1.87K -44 -34%
RCM
198
Raleigh Capital Management
North Carolina
$3.13K
HGERS
199
Householder Group Estate & Retirement Specialist
Arizona
$3K +$2.76K +65 New
TPCW
200
TD Private Client Wealth
New York
$2.18K