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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
FDCC
201
Foster Dykema Cabot & Co
Massachusetts
$2K +$2.25K +53 New
SWM
202
Sugarloaf Wealth Management
Georgia
$1.9K
S
203
SignatureFD
Georgia
$1.82K
BAM
204
Belpointe Asset Management
Nevada
$1.78K +$42 +1 +2%
KFI
205
Key Financial Inc
Pennsylvania
$1.67K +$170 +4 +11%
CSPIA
206
Cary Street Partners Investment Advisory
Virginia
$1.65K -$765 -18 -31%
SIS
207
Sound Income Strategies
Florida
$1.4K
PGAM
208
Princeton Global Asset Management
New Jersey
$1.38K +$1.4K +33 New
BWL
209
Bogart Wealth LLC
Virginia
$1.32K
MWM
210
Mascoma Wealth Management
New Hampshire
$1K
GKIM
211
GW&K Investment Management
Massachusetts
$1K +$722 +17 New
IF
212
Integrity Financial
Wyoming
$947
AWM
213
AllSquare Wealth Management
New York
$906
HWA
214
Heritage Wealth Advisors
Virginia
$883
YDMI
215
Y.D. More Investments
Israel
$823 +$850 +20 New
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$793 -$35.1K -827 -4%
TCM
217
Tradewinds Capital Management
Washington
$165 -$7.14K -168 -98%
Citigroup
218
Citigroup
New York
$123 +$127 +3 New
GI
219
Gradient Investments
Minnesota
$24
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
-$4.43M -108,446 Closed
CCM
221
Cullen Capital Management
New York
-$809K -19,784 Closed
CG
222
Colony Group
Massachusetts
-$488K -11,938 Closed
Northern Trust
223
Northern Trust
Illinois
-$320K -7,828 Closed
JMPWA
224
JP Morgan Private Wealth Advisors
California
-$310K -7,588 Closed
AIM
225
Alhambra Investment Management
Florida
-$288K -7,034 Closed