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State Street SPDR Dow Jones Global Real Estate ETF

233 hedge funds and large institutions have $1.61B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 58.35%62.18% (+3.8%)

2% less capital invested

Capital invested by funds: $1.64B → $1.61B (-$31.5M)

2% less funds holding

Funds holding: 237233 (-4)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

15% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 91

Holders
233
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
22
Increased
77
Reduced
91
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
201
Intellectus Partners
California
$23K
LWCFA
202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$23K +$2.66K +57 +13%
SFSIG
204
San Francisco Sentry Investment Group
California
$20K -$1.77K -38 -8%
CAL
205
Capital Analysts LLC
Pennsylvania
$16K +$419 +9 +3%
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$15K +$47 +1 +0.3%
GTAM
207
Global Trust Asset Management
Florida
$14K +$7.46K +160 +119%
KTC
208
Kistler-Tiffany Companies
Pennsylvania
$13K
TWA
209
TCI Wealth Advisors
Arizona
$13K
SIM
210
Sonora Investment Management
Arizona
$11.6K +$11.6K +250 New
SFM
211
Signet Financial Management
New Jersey
$11K +$11.2K +240 New
SWMG
212
Signature Wealth Management Group
Georgia
$10K +$5.08K +109 +96%
UBS AM
213
UBS AM
Illinois
$9.44K
OBWP
214
O'Brien Wealth Partners
Massachusetts
$7K +$7.04K +151 New
CTC
215
Central Trust Company
Missouri
$6K +$5.54K +119 New
FRA
216
Front Row Advisors
California
$5K
JCM
217
Jacobi Capital Management
Pennsylvania
$5K
ASN
218
Advisory Services Network
Georgia
$4K -$1.12K -24 -24%
NC
219
NewSquare Capital
Pennsylvania
$4K
PA
220
Parallel Advisors
California
$4K
CAC
221
Certified Advisory Corp
Florida
$4K +$47 +1 +1%
ADL
222
Asset Dedication LLC
California
$3K -$13.1K -282 -82%
AWM
223
AllSquare Wealth Management
New York
$3K
WEC
224
Winslow Evans & Crocker
Massachusetts
$2.31K
TIM
225
Tortoise Investment Management
New York
$2K

RWO Hedge Fund Activity: Q1 2018 in Review

233 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2018, worth a combined $1.61B — down 1.9% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of RWO and 22 opened new positions — a net loss of 4 holders — while 91 trimmed existing stakes and 77 added.

The largest buyer was HSBC Holdings, adding an estimated $89.3M. The largest seller was Goldman Sachs, cutting an estimated $16.8M.

  • 233 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2018, down from 237 in Q4 2017.
  • Funds reported $1.61B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2018, down 1.9% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2018 and 26 closed out, a net change of -4 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2018 was HSBC Holdings, an estimated $89.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2018 was Goldman Sachs, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2018.