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State Street SPDR Dow Jones Global Real Estate ETF

212 hedge funds and large institutions have $796M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 215212 (-3)

2.38% less ownership

Funds ownership: 70.67%68.29% (-2.4%)

13% less capital invested

Capital invested by funds: $913M → $796M (-$117M)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
66
Reduced
77
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
176
Sage Mountain Advisors
Georgia
$6.07K
LWANC
177
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.77K
NA
178
NewEdge Advisors
Louisiana
$5.58K -$206K -5,032 -97%
CTWM
179
Cherry Tree Wealth Management
Minnesota
$4.05K
AW
180
Avion Wealth
Texas
$4K
FRA
181
Front Row Advisors
California
$3.94K
FFA
182
Farther Finance Advisors
California
$3.9K
CP
183
Castleview Partners
Texas
$3.74K
AWA
184
Authentikos Wealth Advisory
California
$3.44K +$3.69K +90 New
RIA
185
Realta Investment Advisors
Delaware
$3.41K
AWM
186
Avior Wealth Management
Nebraska
$3.39K +$41 +1 +1%
RCM
187
Raleigh Capital Management
North Carolina
$2.9K
NCM
188
Northwest Capital Management
Oregon
$2.71K
HGERS
189
Householder Group Estate & Retirement Specialist
Arizona
$2.48K +$2.67K +65 New
TPCW
190
TD Private Client Wealth
New York
$2.44K +$451 +11 +21%
IWMA
191
Ironwood Wealth Management (Arizona)
Arizona
$2.41K -$57.3K -1,396 -96%
TRCT
192
Tower Research Capital (TRC)
New York
$2.25K +$1.27K +31 +111%
FDCC
193
Foster Dykema Cabot & Co
Massachusetts
$2K
SWM
194
Sugarloaf Wealth Management
Georgia
$1.79K
S
195
SignatureFD
Georgia
$1.72K
KFI
196
Key Financial Inc
Pennsylvania
$1.55K
CSPIA
197
Cary Street Partners Investment Advisory
Virginia
$1.53K
VAG
198
VisionPoint Advisory Group
Texas
$1.41K +$533 +13 +54%
WP
199
WealthShield Partners
North Carolina
$1.41K +$1.52K +37 New
SIS
200
Sound Income Strategies
Florida
$1.3K

RWO Hedge Fund Activity: Q3 2023 in Review

212 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2023, worth a combined $796M — down 13% from $913M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of RWO and 24 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 66 added.

The largest buyer was Goldman Sachs, adding an estimated $39.1M. The largest seller was Bank of New York Mellon, cutting an estimated $41.7M.

  • 212 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2023, down from 215 in Q2 2023.
  • Funds reported $796M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2023, down 13% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2023 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2023 was Goldman Sachs, an estimated $39.1M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2023 was Bank of New York Mellon, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2023.