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State Street SPDR Dow Jones International Real Estate ETF

133 hedge funds and large institutions have $188M invested in State Street SPDR Dow Jones International Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 136133 (-3)

8.29% less ownership

Funds ownership: 69.78%61.49% (-8.3%)

19% less capital invested

Capital invested by funds: $230M → $188M (-$42.7M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

50% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 56

Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
28
Reduced
56
Closed
13
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Savant Capital
Illinois
$960K -$117K -4,548 -11%
KAS
27
Kestra Advisory Services
Texas
$920K +$79.7K +3,105 +10%
PAG
28
Private Advisor Group
New Jersey
$915K -$184K -7,187 -17%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$910K -$464K -18,094 -34%
AWA
30
Aletheian Wealth Advisors
Washington
$887K -$2.62K -102 -0.3%
Corient Private Wealth
31
Corient Private Wealth
Florida
$880K +$38.4K +1,495 +5%
SWM
32
Spire Wealth Management
Virginia
$848K +$346K +13,506 +71%
Citadel Advisors
33
Citadel Advisors
Florida
$788K -$12.7K -496 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$766K -$301K -11,731 -29%
MCA
35
Maryland Capital Advisors
Maryland
$740K -$28.3K -1,102 -4%
MWM
36
Mission Wealth Management
California
$622K -$178K -6,947 -23%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$611K -$56.8K -2,214 -9%
NEPWA
38
New England Private Wealth Advisors
Massachusetts
$605K +$4.44K +173 +0.7%
CCM
39
Colorado Capital Management
Colorado
$603K -$33.6K -1,309 -5%
HI
40
Humankind Investments
New York
$600K
FFA
41
Farther Finance Advisors
California
$592K -$20.2K -786 -3%
FCIM
42
Fairview Capital Investment Management
California
$590K -$35.3K -1,375 -6%
IRC
43
Investors Research Corp
Georgia
$552K -$7.9K -308 -1%
VA
44
Valmark Advisers
Ohio
$547K -$1.03K -40 -0.2%
KBFS
45
Kohmann Bosshard Financial Services
Ohio
$488K -$125K -4,869 -21%
Osaic Holdings
46
Osaic Holdings
Arizona
$459K -$240K -9,371 -35%
UCFA
47
United Capital Financial Advisors
Texas
$455K -$83.8K -3,268 -16%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$444K +$233K +9,091 +115%
BSW
49
Buckingham Strategic Wealth
Missouri
$428K +$25K +975 +6%
FA
50
Fiducient Advisors
Illinois
$400K -$1.98K -77 -0.5%

RWX Hedge Fund Activity: Q1 2024 in Review

133 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q1 2024, worth a combined $188M — down 19% from $230M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RWX and 10 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 28 added.

The largest buyer was Osborne Partners Capital Management, adding an estimated $1.97M. The largest seller was Morgan Stanley, cutting an estimated $21.9M.

  • 133 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q1 2024, down from 136 in Q4 2023.
  • Funds reported $188M of State Street SPDR Dow Jones International Real Estate ETF stock for Q1 2024, down 19% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q1 2024 and 13 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q1 2024 was Osborne Partners Capital Management, an estimated $1.97M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q1 2024 was Morgan Stanley, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2024.