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State Street SPDR Dow Jones REIT ETF

255 hedge funds and large institutions have $1.12B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

5% more funds holding

Funds holding: 243255 (+12)

3% more capital invested

Capital invested by funds: $1.09B → $1.12B (+$33.7M)

0.8% more ownership

Funds ownership: 74.57%75.37% (+0.8%)

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

95% less call options, than puts

Call options by funds: $35K | Put options by funds: $674K

Holders
255
Holders Change
+12
Holders Change %
+4.94%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
39
Increased
63
Reduced
74
Closed
22
Calls
$35K
Puts
$674K
Net Calls
-$639K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
226
Concord Wealth Partners
Virginia
$7.84K +$7.88K +90 New
BTI
227
Blue Trust Inc
Georgia
$7K
FMP
228
Financial Management Professionals
Texas
$7K
TSW
229
Thompson Siegel & Walmsley
Virginia
$7K
EWM
230
EPG Wealth Management
Georgia
$6.97K
RIA
231
Realta Investment Advisors
Delaware
$6.84K -$4.91K -56 -42%
CPFP
232
Clear Perspectives Financial Planning
Ohio
$6.8K
PAG
233
Private Advisor Group
New Jersey
$6.61K +$46.2K +527 +0.7%
ME
234
McIlrath & Eck
Washington
$6.54K
William Blair & Company
235
William Blair & Company
Illinois
$5.84K
PFBT
236
Parkside Financial Bank & Trust
Missouri
$5.23K
AF
237
Allworth Financial
California
$4.62K
MCM
238
Manchester Capital Management
Vermont
$4.01K
RLIM
239
Red Lighthouse Investment Management
New York
$3.57K +$3.59K +41 New
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$3.23K
NFSG
241
Newbridge Financial Services Group
Florida
$3.11K +$88 +1 +3%
HIA
242
Harbor Investment Advisory
Maryland
$2.79K -$15.2K -174 -84%
Kayne Anderson Rudnick Investment Management
243
Kayne Anderson Rudnick Investment Management
California
$2.61K
IRC
244
Investors Research Corp
Georgia
$2.18K
CAL
245
Capital Analysts LLC
Pennsylvania
$2K -$1.69M -19,250 -100%
EWM
246
Endurance Wealth Management
Rhode Island
$2K
HR
247
Howe & Rusling
New York
$1.74K
CSPIA
248
Cary Street Partners Investment Advisory
Virginia
$1.22K +$1.23K +14 New
APC
249
Aspire Private Capital
North Carolina
$1.04K -$350 -4 -25%
RG
250
Retirement Group
California
$1K

RWR Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2022, worth a combined $1.12B — up 3.1% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RWR positions and 22 closed out — a net gain of 17 holders — while 63 added to existing stakes and 74 trimmed.

The largest buyer was Northern Trust, adding an estimated $31.2M. The largest seller was Morgan Stanley, cutting an estimated $23M.

  • 255 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2022, up from 243 in Q3 2022.
  • Funds reported $1.12B of State Street SPDR Dow Jones REIT ETF stock for Q4 2022, up 3.1% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2022 and 22 closed out, a net change of +17 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2022 was Northern Trust, an estimated $31.2M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2022 was Morgan Stanley, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2022.