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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
BWL
201
Bogart Wealth LLC
Virginia
$1.22K
GJIA
202
Glass Jacobson Investment Advisors
Maryland
$1.15K
IPW
203
Impact Partnership Wealth
Georgia
$1.15K
PGAM
204
Princeton Global Asset Management
New Jersey
$1.11K -$205 -5 -15%
AWM
205
AllSquare Wealth Management
New York
$840
HWA
206
Heritage Wealth Advisors
Virginia
$819
BA
207
Ballast Advisors
Minnesota
$420
DF
208
DecisionPoint Financial
Arizona
$344 +$369 +9 New
Citigroup
209
Citigroup
New York
$153 +$164 +4 New
NC
210
NewSquare Capital
Pennsylvania
$153 +$164 +4 New
FGAM
211
Financial Gravity Asset Management
Texas
$148 -$1.48K -36 -88%
GCS
212
Gordian Capital (Singapore)
Singapore
$38 +$41 +1 New
SVCP
213
Silicon Valley Capital Partners
California
$23
Jane Street
214
Jane Street
New York
-$27.3M -665,121 Closed
GWWM
215
Great Waters Wealth Management
Minnesota
-$6.57M -160,001 Closed
OMC
216
Old Mission Capital
Illinois
-$6.26M -152,325 Closed
S
217
SimplyRich
California
-$954K -23,237 Closed
MFS
218
McNamara Financial Services
Massachusetts
-$739K -17,606 Closed
OPCM
219
Osborne Partners Capital Management
California
-$426K -10,366 Closed
FEG
220
Fund Evaluation Group
Ohio
-$378K -9,211 Closed
MBFW
221
Morton Brown Family Wealth
Pennsylvania
-$357K -8,686 Closed
HFRG
222
Houlihan Financial Resource Group
Virginia
-$290K -7,089 Closed
JWCA
223
J.W. Cole Advisors
Florida
-$281K -6,849 Closed
MA
224
Mutual Advisors
Nebraska
-$281K -6,849 Closed
VF
225
Virtu Financial
New York
-$247K -6,022 Closed

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.