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State Street SPDR Dow Jones International Real Estate ETF

136 hedge funds and large institutions have $230M invested in State Street SPDR Dow Jones International Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $194M → $230M (+$36.1M)

6.68% more ownership

Funds ownership: 63.1%69.78% (+6.7%)

1% more funds holding

Funds holding: 134136 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
136
Holders Change
+2
Holders Change %
+1.49%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
36
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
51
Buckingham Strategic Wealth
Missouri
$421K -$115K -4,677 -23%
FA
52
Fiducient Advisors
Illinois
$421K +$5K +203 +1%
AL
53
Aspiriant LLC
California
$410K +$370K +15,036 New
AIM
54
Alhambra Investment Management
Florida
$405K +$31.1K +1,261 +9%
OC
55
Oarsman Capital
Wisconsin
$403K -$30.7K -1,245 -8%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$401K +$34.2K +1,389 +10%
Comerica Bank
57
Comerica Bank
Texas
$378K -$1.6K -65 -0.5%
EWM
58
Empirical Wealth Management
Washington
$373K +$4.29K +174 +1%
Truist Financial
59
Truist Financial
North Carolina
$359K +$4.51K +183 +1%
VF
60
Virtu Financial
New York
$336K +$303K +12,303 New
Ameriprise
61
Ameriprise
Minnesota
$327K +$3.97K +161 +1%
SW
62
SVB Wealth
Massachusetts
$323K -$27.1K -1,098 -8%
JP Morgan Chase
63
JP Morgan Chase
New York
$316K +$262K +10,632 +1,129%
PAS
64
Park Avenue Securities
New York
$307K +$690 +28 +0.2%
Empower Advisory Group
65
Empower Advisory Group
Colorado
$297K +$15.1K +612 +6%
US Bancorp
66
US Bancorp
Minnesota
$285K -$34.9K -1,415 -12%
CFB
67
Cullen/Frost Bankers
Texas
$266K -$23.7K -964 -9%
RJA
68
Raymond James & Associates
Florida
$250K +$226K +9,176 New
MHIC
69
Marble Harbor Investment Counsel
Massachusetts
$232K
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$226K +$204K +8,281 New
BMC
71
Bear Mountain Capital
Washington
$224K +$211K +8,555 New
OPA
72
Old Port Advisors
Maine
$221K -$23.2K -943 -10%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$216K -$212K -8,623 -52%
Creative Planning
74
Creative Planning
Kansas
$215K -$27.3K -1,107 -12%
William Blair & Company
75
William Blair & Company
Illinois
$147K

RWX Hedge Fund Activity: Q4 2023 in Review

136 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q4 2023, worth a combined $230M — up 19% from $194M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RWX positions and 14 closed out — a net gain of 3 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.1M. The largest seller was State Street, cutting an estimated $5.46M.

  • 136 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q4 2023, up from 134 in Q3 2023.
  • Funds reported $230M of State Street SPDR Dow Jones International Real Estate ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q4 2023 and 14 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $19.1M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q4 2023 was State Street, an estimated $5.46M sold.

Based on aggregated 13F filings for Q4 2023.