We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF
RWO

223 hedge funds and large institutions have $920M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

16% more capital invested

Capital invested by funds: $796M → $920M (+$124M)

5% more funds holding

Funds holding: 212 → 223 (+11)

0.9% more ownership

Funds ownership: 68.29% → 69.19% (+0.9%)

23% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 82

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
223
Holders Change
+11
Holders Change %
+5.19%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
63
Reduced
82
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.3M
3
Cerity Partners
Cerity Partners
New York
+$9.24M
4
Jane Street
Jane Street
New York
+$9.19M
5
OCM
One Capital Management
California
+$5.19M

Top Sellers

1
State Street
State Street
Massachusetts
-$20M
2
GT
Glenmede Trust
Pennsylvania
-$13.8M
3
Goldman Sachs
Goldman Sachs
New York
-$10.1M
4
PC
Prairiewood Capital
North Dakota
-$5.7M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$4.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
201
Northwest Capital Management
Oregon
$3.1K – – –
VAG
202
VisionPoint Advisory Group
Texas
$2.84K +$1.11K +28 +76%
TPCW
203
TD Private Client Wealth
New York
$2.8K – – –
FDCP
204
Foster Dykema Cabot & Partners
Massachusetts
$2.32K +$2.09K +53 New
SWM
205
Sugarloaf Wealth Management
Georgia
$2.08K – – –
HGERS
206
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
S
207
SignatureFD
Georgia
$1.99K +$39 +1 +2%
KFI
208
Key Financial Inc
Pennsylvania
$1.77K – – –
SIS
209
Sound Income Strategies
Florida
$1.49K – – –
VL
210
Vima LLC
Michigan
$1.44K +$1.3K +33 New
BWL
211
Bogart Wealth LLC
Virginia
$1.4K – – –
GJIA
212
Glass Jacobson Investment Advisors
Maryland
$1.31K – – –
IPW
213
Impact Partnership Wealth
Georgia
$1.31K – – –
PGAM
214
Princeton Global Asset Management
New Jersey
$1.28K – – –
AWM
215
AllSquare Wealth Management
New York
$962 – – –
HWA
216
Heritage Wealth Advisors
Virginia
$937 – – –
BA
217
Ballast Advisors
Minnesota
$481 – – –
SAM
218
Smartleaf Asset Management
Massachusetts
$440 +$395 +10 New
TRCT
219
Tower Research Capital (TRC)
New York
$262 -$2.09K -53 -90%
NC
220
NewSquare Capital
Pennsylvania
$175 – – –
FGAM
221
Financial Gravity Asset Management
Texas
$148 – – –
NB
222
NBT Bank
New York
$87 +$79 +2 New
GCS
223
Gordian Capital (Singapore)
Singapore
$44 – – –
SVCP
224
Silicon Valley Capital Partners
California
$26 – – –
PC
225
Prairiewood Capital
North Dakota
– -$5.7M -149,306 Closed
6 7 8
9
10

RWO Hedge Fund Activity: Q4 2023 in Review

223 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2023, worth a combined $920M — up 16% from $796M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWO positions and 20 closed out — a net gain of 13 holders — while 63 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.2M. The largest seller was State Street, cutting an estimated $20M.

  • 223 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2023, up from 212 in Q3 2023.
  • Funds reported $920M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2023 and 20 closed out, a net change of +13 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $15.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2023 was State Street, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2023.