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State Street SPDR Dow Jones REIT ETF

247 hedge funds and large institutions have $1.97B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

1% more funds holding

Funds holding: 245247 (+2)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

0.92% less ownership

Funds ownership: 78.72%77.8% (-0.92%)

14% less capital invested

Capital invested by funds: $2.3B → $1.97B (-$330M)

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
5.36%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
30
Increased
72
Reduced
72
Closed
23
Calls
$426K
Puts
Net Calls
+$426K
Net Calls Change
-$267K
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
226
Certified Advisory Corp
Florida
$7K
JCM
227
Jacobi Capital Management
Pennsylvania
$7K
ME
228
McIlrath & Eck
Washington
$7K
PFBT
229
Parkside Financial Bank & Trust
Missouri
$6K
GWMIA
230
Global Wealth Management Investment Advisory
Florida
$5K -$57.9K -583 -91%
AF
231
Allworth Financial
California
$5K
BFC
232
Bedel Financial Consulting
Indiana
$5K
LWCFA
233
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
TPWA
234
TRUE Private Wealth Advisors
Oregon
$5K +$5.96K +60 New
AIC
235
Archer Investment Corporation
Indiana
$4K -$1.19K -12 -23%
BFEC
236
Benjamin F. Edwards & Company
Missouri
$3K +$2.58K +26 New
SFA
237
Semmax Financial Advisors
North Carolina
$2K -$157K -1,583 -99%
FEG
238
Financial Enhancement Group
Indiana
$2K
IRC
239
Investors Research Corp
Georgia
$2K
MCM
240
McMillion Capital Management
North Carolina
$2K +$2.09K +21 New
CIAS
241
Capital Investment Advisory Services
North Carolina
$1K
EWM
242
Endurance Wealth Management
Rhode Island
$1K
GTAM
243
Global Trust Asset Management
Florida
$1K
MCM
244
MV Capital Management
Maryland
$1K
MF
245
Manchester Financial
California
$1K +$596 +6 New
MWM
246
Meridian Wealth Management
Kentucky
$968 +$97.3K +980 New
BRWM
247
B. Riley Wealth Management
Tennessee
$572 +$162K +1,628 +39%
GT
248
Glenmede Trust
Pennsylvania
$293 +$13K +131 +5%
TRCT
249
Tower Research Capital (TRC)
New York
-$3.01M -30,440 Closed
Jane Street
250
Jane Street
New York
-$2.08M -20,994 Closed

RWR Hedge Fund Activity: Q2 2019 in Review

247 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2019, worth a combined $1.97B — down 14% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWR positions and 23 closed out — a net gain of 7 holders — while 72 added to existing stakes and 72 trimmed.

The largest buyer was State Street, adding an estimated $68M. The largest seller was TIAA FSB, cutting an estimated $541M.

  • 247 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $1.97B of State Street SPDR Dow Jones REIT ETF stock for Q2 2019, down 14% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2019 and 23 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2019 was State Street, an estimated $68M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2019 was TIAA FSB, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2019.