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State Street SPDR Dow Jones Global Real Estate ETF

235 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

3.94% more ownership

Funds ownership: 61.72%65.66% (+3.9%)

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

2% more capital invested

Capital invested by funds: $1.06B → $1.09B (+$24.4M)

0% less funds holding

Funds holding: 236235 (-1)

Holders
235
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.11%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
20
Increased
80
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$252M +$14M +262,890 +6%
State Street
2
State Street
Massachusetts
$163M +$8.02M +150,407 +5%
Goldman Sachs
3
Goldman Sachs
New York
$131M +$9.49M +178,007 +7%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$73.1M +$5.01M +93,959 +7%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$39.9M -$1.71M -31,989 -4%
PSUF
6
People's United Financial
Connecticut
$25.9M -$1.11M -20,810 -4%
TCM
7
Tradewinds Capital Management
Washington
$25.1M +$26.2M +491,876 New
Morgan Stanley
8
Morgan Stanley
New York
$24.5M +$1.22M +22,903 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$20.7M +$714K +13,389 +3%
SW
10
SVB Wealth
Massachusetts
$17M +$1.41M +26,496 +9%
MWM
11
Modera Wealth Management
New Jersey
$15.6M -$184K -3,446 -1%
GT
12
Glenmede Trust
Pennsylvania
$15.4M -$162K -3,030 -1%
HNB
13
Huntington National Bank
Ohio
$14.8M
WPW
14
Waldron Private Wealth
Pennsylvania
$13M -$326K -6,119 -2%
RJA
15
Raymond James & Associates
Florida
$11.5M -$173K -3,243 -1%
LPL Financial
16
LPL Financial
California
$10.1M +$440K +8,247 +4%
SFA
17
Sequoia Financial Advisors
Ohio
$9.84M -$7.08M -132,649 -41%
BJL
18
Brighton Jones LLC
Washington
$9.5M +$188K +3,531 +2%
EW
19
Emerson Wealth
Michigan
$8.75M -$128K -2,402 -1%
JWA
20
JFS Wealth Advisors
Pennsylvania
$8.63M -$525K -9,838 -5%
CWM
21
Cahaba Wealth Management
Georgia
$7.03M +$150K +2,806 +2%
OAM
22
Oppenheimer Asset Management
New York
$6.87M +$235K +4,397 +3%
Bank of America
23
Bank of America
North Carolina
$6.87M -$281K -5,271 -4%
BCV
24
Banque Cantonale Vaudoise
Switzerland
$5.33M
Osaic Holdings
25
Osaic Holdings
Arizona
$5.32M +$891K +16,713 +19%

RWO Hedge Fund Activity: Q3 2021 in Review

235 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2021, worth a combined $1.09B — up 2.3% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RWO positions and 17 closed out — a net gain of 3 holders — while 80 added to existing stakes and 74 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $26.2M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $16.3M.

  • 235 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2021, down from 236 in Q2 2021.
  • Funds reported $1.09B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2021, up 2.3% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2021 and 17 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2021 was Tradewinds Capital Management, an estimated $26.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2021.