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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $913M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

25% more capital invested

Capital invested by funds: $732M → $913M (+$180M)

7.03% more ownership

Funds ownership: 65.54%72.57% (+7%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding

Funds holding: 218218 (0)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
218
Holders Change
Holders Change %
0%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
30
Increased
86
Reduced
60
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$185M +$7.06M +174,416 +4%
Goldman Sachs
2
Goldman Sachs
New York
$123M -$1.63M -40,226 -1%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$88.1M +$14.5M +358,319 +20%
GT
4
Glenmede Trust
Pennsylvania
$63.8M +$49.6M +1,224,853 +365%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$56M +$28.6M +705,374 +106%
HNB
6
Huntington National Bank
Ohio
$42.4M
Mariner
7
Mariner
Kansas
$24.5M +$11M +270,665 +82%
Morgan Stanley
8
Morgan Stanley
New York
$21.8M +$462K +11,407 +2%
MWM
9
Modera Wealth Management
New Jersey
$16.2M -$853K -21,064 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15.4M -$1.64M -40,392 -10%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.2M +$11.5M +283,637 +733%
RJA
12
Raymond James & Associates
Florida
$11.8M +$1.03M +25,390 +10%
QC
13
Quent Capital
New York
$10.7M +$2.97M +73,427 +39%
BJL
14
Brighton Jones LLC
Washington
$10.6M +$1.61M +39,859 +18%
Bank of America
15
Bank of America
North Carolina
$8.96M +$3.53M +87,211 +66%
M&T Bank
16
M&T Bank
New York
$8.78M -$1.1M -27,217 -11%
LPL Financial
17
LPL Financial
California
$8.61M +$285K +7,039 +3%
WPW
18
Waldron Private Wealth
Pennsylvania
$8.52M
HBT
19
Hills Bank & Trust
Iowa
$6.86M +$175K +4,319 +3%
AWE
20
Avidian Wealth Enterprises
Texas
$6.86M +$6.79M +167,738 New
Jones Financial Companies
21
Jones Financial Companies
Missouri
$6.71M -$396K -9,779 -6%
HighTower Advisors
22
HighTower Advisors
Illinois
$6.55M +$2.72M +67,065 +72%
SW
23
SVB Wealth
Massachusetts
$5.92M -$468K -11,555 -7%
JWA
24
JFS Wealth Advisors
Pennsylvania
$5.62M -$32.8K -809 -0.6%
PC
25
Prairiewood Capital
North Dakota
$5.09M +$1.29M +31,915 +34%

RWO Hedge Fund Activity: Q4 2022 in Review

218 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2022, worth a combined $913M — up 25% from $732M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWO positions and 28 closed out — a net gain of 2 holders — while 86 added to existing stakes and 60 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $49.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $10.3M.

  • 218 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $913M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2022 and 28 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2022 was Glenmede Trust, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.