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State Street SPDR Dow Jones International Real Estate ETF

177 hedge funds and large institutions have $580M invested in State Street SPDR Dow Jones International Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

5% more funds holding

Funds holding: 169177 (+8)

0.5% less ownership

Funds ownership: 64.23%63.73% (-0.5%)

2% less capital invested

Capital invested by funds: $592M → $580M (-$12M)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

Holders
177
Holders Change
+8
Holders Change %
+4.73%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
49
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$935K -$37.7K -1,103 -4%
IRC
52
Investors Research Corp
Georgia
$913K -$3.62K -106 -0.4%
AL
53
Aspiriant LLC
California
$902K
Osaic Holdings
54
Osaic Holdings
Arizona
$809K -$101K -2,956 -11%
OC
55
Oarsman Capital
Wisconsin
$798K +$37K +1,084 +5%
OMC
56
Old Mission Capital
Illinois
$774K +$768K +22,481 New
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$735K -$374K -10,951 -34%
BP
58
Ballentine Partners
Massachusetts
$722K -$8.54K -250 -1%
CCM
59
Colorado Capital Management
Colorado
$709K -$21.8K -638 -3%
RJA
60
Raymond James & Associates
Florida
$675K +$35K +1,025 +6%
JIP
61
Jaffetilchin Investment Partners
Florida
$647K +$641K +18,776 New
WIA
62
Wealthstreet Investment Advisors
Texas
$620K
William Blair & Company
63
William Blair & Company
Illinois
$619K
FNT
64
First Nebraska Trust
Nebraska
$613K
Stifel Financial
65
Stifel Financial
Missouri
$610K -$5.84K -171 -1%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$605K +$111K +3,239 +23%
SWA
67
Sax Wealth Advisors
New Jersey
$595K -$14K -411 -2%
Creative Planning
68
Creative Planning
Kansas
$591K +$12.7K +372 +2%
BSW
69
Buckingham Strategic Wealth
Missouri
$567K +$2.42K +71 +0.4%
NEPWA
70
New England Private Wealth Advisors
Massachusetts
$514K +$2.29K +67 +0.5%
OPA
71
Old Port Advisors
Maine
$499K +$51.1K +1,496 +12%
EWM
72
Empirical Wealth Management
Washington
$498K -$434K -12,700 -47%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$476K -$102K -2,997 -18%
VF
74
Virtu Financial
New York
$465K +$461K +13,506 New
BF
75
BOK Financial
Oklahoma
$464K -$381K -11,150 -45%

RWX Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q1 2021, worth a combined $580M — down 2% from $592M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RWX positions and 15 closed out — a net gain of 10 holders — while 49 added to existing stakes and 59 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $9.39M. The largest seller was Wells Fargo, cutting an estimated $20M.

  • 177 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q1 2021, up from 169 in Q4 2020.
  • Funds reported $580M of State Street SPDR Dow Jones International Real Estate ETF stock for Q1 2021, down 2% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q1 2021 and 15 closed out, a net change of +10 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q1 2021 was Wealth Enhancement Advisory Services, an estimated $9.39M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q1 2021 was Wells Fargo, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2021.