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State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.26B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $713K | Put options by funds: $475K

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

2.18% less ownership

Funds ownership: 74.23%72.05% (-2.2%)

4% less funds holding

Funds holding: 279268 (-11)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$282M)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
75
Reduced
77
Closed
41
Calls
$713K
Puts
$475K
Net Calls
+$238K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
226
Caldwell Trust
Florida
$14.3K
SWA
227
SOA Wealth Advisors
New York
$13K -$1.9K -18 -11%
M
228
MOTCO
Texas
$13K
BWL
229
Bogart Wealth LLC
Virginia
$11K -$1.82M -17,167 -99%
JHCP
230
Jackson Hole Capital Partners
Oklahoma
$11K
LFG
231
Larson Financial Group
Missouri
$11K +$106 +1 +0.9%
AF
232
Allworth Financial
California
$11K +$6.77K +64 +121%
AWM
233
Aberdeen Wealth Management
Illinois
$10K
IF
234
Integrity Financial
Wyoming
$10K
BTI
235
Blue Trust Inc
Georgia
$10K +$9.2K +87 New
AIL
236
AGF Investments LLC
Ontario, Canada
$9K
CG
237
Cutler Group
California
$9K +$10.6K +100 New
FP
238
Financial Perspectives
Minnesota
$8.56K
TSW
239
Thompson Siegel & Walmsley
Virginia
$8K
CPFP
240
Clear Perspectives Financial Planning
Ohio
$7K
ME
241
McIlrath & Eck
Washington
$7K
CIAS
242
Capital Investment Advisory Services
North Carolina
$6K
First Manhattan
243
First Manhattan
New York
$6K
PFBT
244
Parkside Financial Bank & Trust
Missouri
$6K
PA
245
Parallel Advisors
California
$6K +$6.67K +63 New
ANBT
246
American National Bank & Trust
Texas
$5K
CCM
247
Covington Capital Management
California
$5K
RIM
248
Rockbridge Investment Management
New York
$4.95K
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$4K
NFSG
250
Newbridge Financial Services Group
Florida
$3K -$8.89K -84 -71%

RWR Hedge Fund Activity: Q2 2022 in Review

268 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2022, worth a combined $1.26B — down 18% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of RWR and 32 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Charles Schwab, cutting an estimated $17.9M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2022, down from 279 in Q1 2022.
  • Funds reported $1.26B of State Street SPDR Dow Jones REIT ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2022 and 41 closed out, a net change of -9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2022 was Morgan Stanley, an estimated $26.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2022 was Charles Schwab, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2022.