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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
AIM
51
Alhambra Investment Management
Florida
$397K +$9.54K +372 +3%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$383K -$744 -29 -0.2%
Truist Financial
53
Truist Financial
North Carolina
$382K +$37.8K +1,473 +11%
OC
54
Oarsman Capital
Wisconsin
$348K -$36K -1,405 -10%
Comerica Bank
55
Comerica Bank
Texas
$346K -$14.5K -566 -4%
SW
56
SVB Wealth
Massachusetts
$302K -$7.29K -284 -2%
Empower Advisory Group
57
Empower Advisory Group
Colorado
$300K +$16.4K +638 +6%
Ameriprise
58
Ameriprise
Minnesota
$286K -$26.8K -1,045 -9%
EWM
59
Empirical Wealth Management
Washington
$284K -$71.6K -2,791 -20%
AL
60
Aspiriant LLC
California
$281K -$110K -4,273 -28%
US Bancorp
61
US Bancorp
Minnesota
$257K -$15.4K -600 -6%
Lido Advisors
62
Lido Advisors
California
$253K -$166K -6,474 -40%
VF
63
Virtu Financial
New York
$224K -$94.9K -3,700 -30%
MHIC
64
Marble Harbor Investment Counsel
Massachusetts
$222K
BMC
65
Bear Mountain Capital
Washington
$205K -$4.57K -178 -2%
OPA
66
Old Port Advisors
Maine
$202K -$9.26K -361 -4%
William Blair & Company
67
William Blair & Company
Illinois
$141K
NA
68
NewEdge Advisors
Louisiana
$137K +$9.11K +355 +7%
RFS
69
Richardson Financial Services
Massachusetts
$98.3K +$2.69K +105 +3%
PAG
70
Paladin Advisory Group
Iowa
$85.8K
ITIM
71
Indiana Trust & Investment Management
Indiana
$82.5K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$70.5K -$1.74K -68 -2%
PB
73
Pinnacle Bancorp
Nebraska
$69.7K
PTC
74
Private Trust Company
Ohio
$61.3K +$18.4K +718 +44%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$59.9K

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.