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State Street SPDR Dow Jones Global Real Estate ETF

210 hedge funds and large institutions have $962M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $847M → $962M (+$115M)

0.1% less ownership

Funds ownership: 68.6%68.5% (-0.1%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 213210 (-3)

41% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 96

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $371K

Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
57
Reduced
96
Closed
23
Calls
Puts
$371K
Net Calls
-$371K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$258M -$18.8M -415,700 -7%
HNB
2
Huntington National Bank
Ohio
$70.5M
Bank of New York Mellon
3
Bank of New York Mellon
New York
$69M -$478K -10,591 -0.7%
Bank of America
4
Bank of America
North Carolina
$65.7M +$56.4M +1,249,290 +935%
GT
5
Glenmede Trust
Pennsylvania
$40M -$643K -14,239 -2%
Goldman Sachs
6
Goldman Sachs
New York
$36.6M -$86M -1,905,651 -71%
TCM
7
Tradewinds Capital Management
Washington
$29.7M +$28.2M +625,815 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$28.4M +$260K +5,756 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$25M +$4.39M +97,219 +23%
Morgan Stanley
10
Morgan Stanley
New York
$23.7M +$187K +4,139 +0.8%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$23.4M +$5.62M +124,496 +34%
QC
12
Quent Capital
New York
$15.8M +$613K +13,587 +4%
RJA
13
Raymond James & Associates
Florida
$14.8M -$375K -8,320 -3%
Mariner
14
Mariner
Kansas
$14.7M -$478K -10,590 -3%
Cerity Partners
15
Cerity Partners
New York
$12.4M +$620K +13,751 +6%
LPL Financial
16
LPL Financial
California
$10.3M -$785K -17,406 -7%
BJL
17
Brighton Jones LLC
Washington
$10.2M -$3.58M -79,435 -27%
MWM
18
Modera Wealth Management
New Jersey
$10M -$419K -9,290 -4%
HBT
19
Hills Bank & Trust
Iowa
$9.72M -$99.5K -2,204 -1%
WPW
20
Waldron Private Wealth
Pennsylvania
$9.26M -$158K -3,503 -2%
Jane Street
21
Jane Street
New York
$6.94M +$4.4M +97,534 +201%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$6.53M -$90.1K -1,997 -1%
AWE
23
Avidian Wealth Enterprises
Texas
$6.45M +$26.9K +596 +0.4%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$6.36M -$127K -2,818 -2%
XF
25
XML Financial
Maryland
$6.02M +$319K +7,064 +6%

RWO Hedge Fund Activity: Q3 2024 in Review

210 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2024, worth a combined $962M — up 14% from $847M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWO and 22 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 57 added.

The largest buyer was Bank of America, adding an estimated $56.4M. The largest seller was Goldman Sachs, cutting an estimated $86M.

  • 210 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2024, down from 213 in Q2 2024.
  • Funds reported $962M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2024 and 23 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2024 was Bank of America, an estimated $56.4M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2024 was Goldman Sachs, an estimated $86M sold.

Based on aggregated 13F filings for Q3 2024.