We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $913M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

25% more capital invested

Capital invested by funds: $732M → $913M (+$180M)

7.03% more ownership

Funds ownership: 65.54%72.57% (+7%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding

Funds holding: 218218 (0)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
218
Holders Change
Holders Change %
0%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
30
Increased
86
Reduced
60
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
201
Raleigh Capital Management
North Carolina
$3.11K
IWMA
202
Ironwood Wealth Management (Arizona)
Arizona
$2.58K -$405 -10 -14%
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$2.37K +$2.35K +58 New
TPCW
204
TD Private Client Wealth
New York
$2.17K
SWM
205
Sugarloaf Wealth Management
Georgia
$1.87K
S
206
SignatureFD
Georgia
$1.8K +$41 +1 +2%
BAM
207
Belpointe Asset Management
Nevada
$1.76K +$1.7K +42 New
PAG
208
Private Advisor Group
New Jersey
$1.59K +$280K +6,901 +22%
KFI
209
Key Financial Inc
Pennsylvania
$1.42K
SIS
210
Sound Income Strategies
Florida
$1.39K
BWL
211
Bogart Wealth LLC
Virginia
$1.31K
GJIA
212
Glass Jacobson Investment Advisors
Maryland
$1.23K +$1.22K +30 New
MWM
213
Mascoma Wealth Management
New Hampshire
$982
IF
214
Integrity Financial
Wyoming
$941
AWM
215
AllSquare Wealth Management
New York
$900
HWA
216
Heritage Wealth Advisors
Virginia
$877
ME
217
McIlrath & Eck
Washington
$41
WIM
218
Westside Investment Management
California
$26
GI
219
Gradient Investments
Minnesota
$24
OAM
220
Oppenheimer Asset Management
New York
-$7.46M -192,839 Closed
SCA
221
St. Clair Advisors
Ohio
-$3.13M -80,852 Closed
SLT
222
St Louis Trust
Missouri
-$2.33M -52,313 Closed
Deutsche Bank
223
Deutsche Bank
Germany
-$452K -11,690 Closed
Renaissance Technologies
224
Renaissance Technologies
New York
-$437K -11,300 Closed
ECG
225
Edge Capital Group
Georgia
-$400K -10,340 Closed

RWO Hedge Fund Activity: Q4 2022 in Review

218 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2022, worth a combined $913M — up 25% from $732M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWO positions and 28 closed out — a net gain of 2 holders — while 86 added to existing stakes and 60 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $49.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $10.3M.

  • 218 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $913M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2022 and 28 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2022 was Glenmede Trust, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.