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State Street SPDR Dow Jones Global Real Estate ETF

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: 212223 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$221M -$20M -506,760 -9%
Goldman Sachs
2
Goldman Sachs
New York
$145M -$10.1M -255,973 -7%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$66M +$3.87M +97,944 +7%
HNB
4
Huntington National Bank
Ohio
$48M
Morgan Stanley
5
Morgan Stanley
New York
$42.1M +$15.2M +385,467 +67%
GT
6
Glenmede Trust
Pennsylvania
$40.5M -$13.8M -349,480 -27%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$21.6M +$199K +5,040 +1%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$16.9M -$4.45M -112,605 -23%
Mariner
9
Mariner
Kansas
$14.7M -$3.99M -101,011 -23%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$14.4M +$12.3M +311,239 +1,713%
BJL
11
Brighton Jones LLC
Washington
$12.4M +$1.96M +49,621 +21%
MWM
12
Modera Wealth Management
New Jersey
$11.3M -$1.27M -32,264 -11%
Cerity Partners
13
Cerity Partners
New York
$10.9M +$9.24M +233,902 +1,494%
QC
14
Quent Capital
New York
$10.8M -$3.37M -85,418 -26%
OCM
15
One Capital Management
California
$10.3M +$5.19M +131,343 +125%
Jane Street
16
Jane Street
New York
$10.2M +$9.19M +232,754 New
WPW
17
Waldron Private Wealth
Pennsylvania
$9.69M -$409K -10,355 -4%
RJA
18
Raymond James & Associates
Florida
$9.61M -$3.23M -81,709 -27%
LPL Financial
19
LPL Financial
California
$9.18M +$28.6K +725 +0.3%
HBT
20
Hills Bank & Trust
Iowa
$8.24M +$112K +2,845 +2%
M&T Bank
21
M&T Bank
New York
$6.89M -$931K -23,563 -13%
LJAC
22
L.J. Altfest & Co
New York
$6.51M +$4.46M +113,026 +315%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$6.22M -$82.2K -2,081 -1%
Bank of America
24
Bank of America
North Carolina
$6.18M +$668K +16,919 +14%
AWE
25
Avidian Wealth Enterprises
Texas
$6.03M -$267K -6,767 -5%