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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $908M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

0% more funds holding

Funds holding: 218218 (0)

0% less capital invested

Capital invested by funds: $913M → $908M (-$4.21M)

4% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 77

3.69% less ownership

Funds ownership: 72.57%68.88% (-3.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
218
Holders Change
Holders Change %
0%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
74
Reduced
77
Closed
19
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$207M +$21.4M +503,491 +11%
Goldman Sachs
2
Goldman Sachs
New York
$119M -$4.94M -116,178 -4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$95.9M +$7.44M +175,211 +8%
GT
4
Glenmede Trust
Pennsylvania
$57.9M -$6.5M -153,086 -10%
HNB
5
Huntington National Bank
Ohio
$48M
HSBC Holdings
6
HSBC Holdings
United Kingdom
$27.2M -$30.1M -709,573 -52%
Mariner
7
Mariner
Kansas
$26.5M +$1.91M +45,037 +8%
Morgan Stanley
8
Morgan Stanley
New York
$25.9M +$4.11M +96,767 +18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16M +$573K +13,491 +4%
MWM
10
Modera Wealth Management
New Jersey
$14.7M -$1.71M -40,178 -10%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14M +$767K +18,049 +6%
RJA
12
Raymond James & Associates
Florida
$11.6M -$290K -6,833 -2%
QC
13
Quent Capital
New York
$11.5M +$793K +18,667 +7%
BJL
14
Brighton Jones LLC
Washington
$10.4M -$364K -8,558 -3%
WPW
15
Waldron Private Wealth
Pennsylvania
$10.1M +$1.06M +24,943 +11%
LPL Financial
16
LPL Financial
California
$8.83M +$172K +4,043 +2%
AWE
17
Avidian Wealth Enterprises
Texas
$8.75M +$1.9M +44,795 +27%
M&T Bank
18
M&T Bank
New York
$8.18M -$679K -15,994 -7%
HBT
19
Hills Bank & Trust
Iowa
$7.05M +$148K +3,487 +2%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$6.48M -$276K -6,497 -4%
JWA
21
JFS Wealth Advisors
Pennsylvania
$5.74M +$86.7K +2,041 +1%
GWWM
22
Great Waters Wealth Management
Minnesota
$5.63M +$884K +20,807 +18%
Bank of America
23
Bank of America
North Carolina
$5.61M -$3.52M -82,842 -38%
PC
24
Prairiewood Capital
North Dakota
$5.49M +$370K +8,714 +7%
HighTower Advisors
25
HighTower Advisors
Illinois
$5.38M -$1.26M -29,627 -18%