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State Street SPDR Dow Jones Global Real Estate ETF

236 hedge funds and large institutions have $1.06B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 225236 (+11)

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$34.6M)

0.27% more ownership

Funds ownership: 61.45%61.72% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

16% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 86

Holders
236
Holders Change
+11
Holders Change %
+4.89%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
72
Reduced
86
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$239M +$15.6M +308,530 +7%
State Street
2
State Street
Massachusetts
$157M -$824K -16,254 -0.5%
Goldman Sachs
3
Goldman Sachs
New York
$123M -$3.41M -67,176 -3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$68.9M +$1.4M +27,643 +2%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$41.9M -$3.76M -74,233 -8%
PSUF
6
People's United Financial
Connecticut
$27.2M -$2.32M -45,673 -8%
Morgan Stanley
7
Morgan Stanley
New York
$23.6M -$3.59M -70,819 -13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.2M +$990K +19,530 +5%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.5M -$1.38M -27,185 -7%
SFA
10
Sequoia Financial Advisors
Ohio
$16.7M -$62.8M -1,239,655 -79%
MWM
11
Modera Wealth Management
New Jersey
$15.9M -$217K -4,288 -1%
SW
12
SVB Wealth
Massachusetts
$15.7M +$1.25M +24,675 +9%
GT
13
Glenmede Trust
Pennsylvania
$15.7M -$2.21M -43,631 -12%
HNB
14
Huntington National Bank
Ohio
$14M
WPW
15
Waldron Private Wealth
Pennsylvania
$13.5M -$655K -12,930 -5%
RJA
16
Raymond James & Associates
Florida
$11.7M +$339K +6,693 +3%
LPL Financial
17
LPL Financial
California
$9.73M +$453K +8,933 +5%
BJL
18
Brighton Jones LLC
Washington
$9.4M +$403K +7,956 +5%
JWA
19
JFS Wealth Advisors
Pennsylvania
$9.21M -$655K -12,928 -7%
EW
20
Emerson Wealth
Michigan
$8.95M -$194K -3,836 -2%
CWM
21
Cahaba Wealth Management
Georgia
$7.27M -$258K -5,091 -4%
Bank of America
22
Bank of America
North Carolina
$7.2M -$71.9K -1,419 -1%
OAM
23
Oppenheimer Asset Management
New York
$6.7M +$327K +6,457 +5%
BCV
24
Banque Cantonale Vaudoise
Switzerland
$5.38M
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$5.37M +$5.47K +108 +0.1%

RWO Hedge Fund Activity: Q2 2021 in Review

236 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2021, worth a combined $1.06B — up 3.4% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RWO positions and 13 closed out — a net gain of 13 holders — while 72 added to existing stakes and 86 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $15.6M. The largest seller was Sequoia Financial Advisors, cutting an estimated $62.8M.

  • 236 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2021, up from 225 in Q1 2021.
  • Funds reported $1.06B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2021, up 3.4% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2021 and 13 closed out, a net change of +13 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2021 was Jones Financial Companies, an estimated $15.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2021 was Sequoia Financial Advisors, an estimated $62.8M sold.

Based on aggregated 13F filings for Q2 2021.