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State Street SPDR Dow Jones REIT ETF

235 hedge funds and large institutions have $1.17B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.03B → $1.17B (+$138M)

13% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 63

4% more funds holding

Funds holding: 226235 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.44% less ownership

Funds ownership: 69.13%61.69% (-7.4%)

24% less call options, than puts

Call options by funds: $808K | Put options by funds: $1.07M

Holders
235
Holders Change
+9
Holders Change %
+3.98%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
71
Reduced
63
Closed
23
Calls
$808K
Puts
$1.07M
Net Calls
-$262K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
IF
226
Ironwood Financial
Arizona
$2K +$922 +9 +64%
RDWM
227
Red Door Wealth Management
Tennessee
$2K +$2.25K +22 New
CI
228
CX Institutional
Indiana
$1K
GTAM
229
Global Trust Asset Management
Florida
$1K
MCM
230
MV Capital Management
Maryland
$1K
RG
231
Retirement Group
California
$1K
LPWM
232
Lake Point Wealth Management
Texas
$1K +$615 +6 New
PA
233
Parallel Advisors
California
$1K +$615 +6 New
GI
234
Gradient Investments
Minnesota
$1K +$819 +8 New
N
235
Natixis
France
-$5.33M -56,262 Closed
HF
236
HRT Financial
New York
-$687K -7,260 Closed
CAM
237
Congress Asset Management
Massachusetts
-$576K -6,080 Closed
1SB
238
1ST Source Bank
Indiana
-$460K -4,860 Closed
UBV
239
United Bank (Virginia)
Virginia
-$402K -4,250 Closed
WCFA
240
Walkner Condon Financial Advisors
Wisconsin
-$336K -3,553 Closed
CC
241
Courier Capital
New York
-$202K -2,133 Closed
Qube Research & Technologies (QRT)
242
Qube Research & Technologies (QRT)
United Kingdom
-$100K -1,060 Closed
VFA
243
Valeo Financial Advisors
Indiana
-$74K -787 Closed
Barclays
244
Barclays
United Kingdom
-$66K -699 Closed
TC
245
Tacita Capital
Ontario, Canada
-$52K -550 Closed
MLFP
246
MPS Loria Financial Planners
Illinois
-$48K -508 Closed
BCMIO
247
Beacon Capital Management Inc (Ohio)
Ohio
-$34K -363 Closed
LGWM
248
Litman Gregory Wealth Management
California
-$18K -193 Closed
APWM
249
Atlas Private Wealth Management
New York
-$18K -191 Closed
APWA
250
Atlas Private Wealth Advisors
New Jersey
-$15K -156 Closed

RWR Hedge Fund Activity: Q2 2021 in Review

235 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2021, worth a combined $1.17B — up 13% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWR positions and 23 closed out — a net gain of 10 holders — while 71 added to existing stakes and 63 trimmed.

The largest buyer was Millennium Management, adding an estimated $17.3M. The largest seller was LPL Financial, cutting an estimated $12.1M.

  • 235 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2021, up from 226 in Q1 2021.
  • Funds reported $1.17B of State Street SPDR Dow Jones REIT ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2021 and 23 closed out, a net change of +10 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2021 was Millennium Management, an estimated $17.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2021 was LPL Financial, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2021.