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State Street SPDR Dow Jones REIT ETF

278 hedge funds and large institutions have $1.57B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $1.39B → $1.57B (+$177M)

8% more funds holding

Funds holding: 257278 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.65% less ownership

Funds ownership: 76.03%72.39% (-3.6%)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

18% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.29M

Holders
278
Holders Change
+21
Holders Change %
+8.17%
% of All Funds
4.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
70
Reduced
80
Closed
26
Calls
$1.06M
Puts
$1.29M
Net Calls
-$231K
Net Calls Change
+$326K
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
226
Guardian Wealth Advisors (North Carolina)
North Carolina
$23K +$28.6K +248 New
AA
227
Ancora Advisors
Ohio
$22K
SSB
228
Sandy Spring Bank
Maryland
$21K +$20.2K +175 New
SWA
229
SOA Wealth Advisors
New York
$19K
CT
230
Caldwell Trust
Florida
$18.3K
BFEC
231
Benjamin F. Edwards & Company
Missouri
$18K -$921 -8 -5%
TI
232
Truehand Inc
New Hampshire
$18K
M
233
MOTCO
Texas
$17K
TCWM
234
Total Clarity Wealth Management
Illinois
$16K -$1.15K -10 -7%
NFSG
235
Newbridge Financial Services Group
Florida
$15K +$115 +1 +0.8%
APC
236
Aspire Private Capital
North Carolina
$14K -$806 -7 -6%
JHCP
237
Jackson Hole Capital Partners
Oklahoma
$14K
LFG
238
Larson Financial Group
Missouri
$14K +$115 +1 +0.9%
AWM
239
Aberdeen Wealth Management
Illinois
$13K +$12.1K +105 New
IF
240
Integrity Financial
Wyoming
$13K +$12.4K +108 New
AWA
241
Amplius Wealth Advisors
Pennsylvania
$13K +$13.1K +114 New
BFC
242
Bedel Financial Consulting
Indiana
$12K
FFA
243
Founders Financial Alliance
North Carolina
$12K
MIM
244
MTM Investment Management
South Carolina
$12K
FP
245
Financial Perspectives
Minnesota
$11K
CPFP
246
Clear Perspectives Financial Planning
Ohio
$10K
EWM
247
EPG Wealth Management
Georgia
$10K
TSW
248
Thompson Siegel & Walmsley
Virginia
$10K
ME
249
McIlrath & Eck
Washington
$9K
RIM
250
Rockbridge Investment Management
New York
$8K +$5.99K +52 +325%

RWR Hedge Fund Activity: Q4 2021 in Review

278 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2021, worth a combined $1.57B — up 13% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RWR positions and 26 closed out — a net gain of 24 holders — while 70 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab, adding an estimated $20.4M. The largest seller was Morgan Stanley, cutting an estimated $89.6M.

  • 278 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2021, up from 257 in Q3 2021.
  • Funds reported $1.57B of State Street SPDR Dow Jones REIT ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2021 and 26 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2021 was Charles Schwab, an estimated $20.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2021 was Morgan Stanley, an estimated $89.6M sold.

Based on aggregated 13F filings for Q4 2021.