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State Street SPDR Dow Jones Global Real Estate ETF

225 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

7% more capital invested

Capital invested by funds: $960M → $1.03B (+$66.3M)

4% more funds holding

Funds holding: 216225 (+9)

1.1% more ownership

Funds ownership: 60.35%61.45% (+1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
29
Increased
65
Reduced
84
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
$7K +$7.44K +163 New
CA
202
Clearstead Advisors
Ohio
$6K
JFA
203
JNBA Financial Advisors
Minnesota
$6K
JCM
204
Jacobi Capital Management
Pennsylvania
$5K -$457 -10 -8%
AW
205
Avion Wealth
Texas
$5K
FA
206
Faithward Advisors
Pennsylvania
$5K
FRA
207
Front Row Advisors
California
$5K
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$3K
FCB
209
First Command Bank
Texas
$3K
FCFS
210
First Command Financial Services
Texas
$3K
IWMA
211
Ironwood Wealth Management (Arizona)
Arizona
$3K +$502 +11 +18%
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$3K +$3.2K +70 New
TPCW
213
TD Private Client Wealth
New York
$2.93K +$2.83K +62 New
AWM
214
AllSquare Wealth Management
New York
$2K
DI
215
Disciplined Investments
Oklahoma
$2K
IBOK
216
Independence Bank of Kentucky
Kentucky
$2K
S
217
SignatureFD
Georgia
$2K
KFI
218
Key Financial Inc
Pennsylvania
$2K +$1.1K +24 +185%
BWL
219
Bogart Wealth LLC
Virginia
$2K +$1.46K +32 New
HWA
220
Heritage Wealth Advisors
Virginia
$1.01K
CIAS
221
Capital Investment Advisory Services
North Carolina
$1K
SBL
222
Sargent Bickham Lagudis
Colorado
$1K
BFEC
223
Benjamin F. Edwards & Company
Missouri
$1K +$639 +14 New
WIM
224
Westside Investment Management
California
$30 -$63.6K -1,392 -68%
SWM
225
Sugarloaf Wealth Management
Georgia
$2

RWO Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2021, worth a combined $1.03B — up 6.9% from $960M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWO positions and 18 closed out — a net gain of 11 holders — while 65 added to existing stakes and 84 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $12.7M. The largest seller was People's United Financial, cutting an estimated $12.7M.

  • 225 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2021, up from 216 in Q4 2020.
  • Funds reported $1.03B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2021, up 6.9% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2021 and 18 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2021 was Jones Financial Companies, an estimated $12.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2021 was People's United Financial, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2021.