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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
OPCM
1
Osborne Partners Capital Management
California
$29.9M +$1.97M +76,633 +7%
Morgan Stanley
2
Morgan Stanley
New York
$24.3M -$21.9M -853,534 -48%
Northern Trust
3
Northern Trust
Illinois
$20.4M -$1.01M -39,412 -5%
Wells Fargo
4
Wells Fargo
California
$16.9M -$3.61M -140,541 -18%
Goldman Sachs
5
Goldman Sachs
New York
$9M -$2.67M -104,028 -23%
Jane Street
6
Jane Street
New York
$8.75M +$1.61M +62,587 +23%
AC
7
AWM Capital
Arizona
$6.3M +$498K +19,421 +9%
MD
8
Money Design
Japan
$5.57M +$463K +18,033 +9%
Bank of America
9
Bank of America
North Carolina
$5.49M -$102K -3,985 -2%
M&T Bank
10
M&T Bank
New York
$4.84M -$443K -17,285 -9%
SG Americas Securities
11
SG Americas Securities
New York
$4.72M -$828K -32,263 -15%
State Street
12
State Street
Massachusetts
$4.52M +$404K +15,748 +10%
CWM
13
Congress Wealth Management
Massachusetts
$3.02M
SC
14
Schoolcraft Capital
Colorado
$2.77M -$5.85K -228 -0.2%
AssetMark Inc
15
AssetMark Inc
California
$2.64M -$668K -26,022 -20%
BAAM
16
Baker Avenue Asset Management
California
$2.53M -$26.3K -1,026 -1%
RFWA
17
RPg Family Wealth Advisory
Massachusetts
$2.05M +$189K +7,373 +10%
OMC
18
Old Mission Capital
Illinois
$1.91M +$645K +25,137 +52%
UBS Group
19
UBS Group
Switzerland
$1.89M +$584K +22,746 +46%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.62M +$251K +9,783 +19%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.37M +$89.5K +3,487 +7%
ULWM
22
Upper Left Wealth Management
Florida
$1.12M -$138K -5,380 -11%
BP
23
Ballentine Partners
Massachusetts
$1.1M
LPL Financial
24
LPL Financial
California
$1.07M -$361K -14,087 -26%
BFA
25
BBJS Financial Advisors
Washington
$1.01M -$712K -27,735 -42%

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.