We are live on ! Find out more
RWR icon

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
MML Investors Services
26
MML Investors Services
Massachusetts
$7.75M -$360K -3,130 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$7.74M -$1.93M -16,787 -21%
ECM
28
Evergreen Capital Management
Washington
$7.15M +$233K +2,025 +4%
IA
29
IFP Advisors
Florida
$6.85M +$707K +6,137 +12%
Citadel Advisors
30
Citadel Advisors
Florida
$6.72M -$1.28M -11,140 -17%
UBS Group
31
UBS Group
Switzerland
$6.08M +$1.04M +9,037 +22%
AIA
32
Arrow Investment Advisors
Maryland
$5.97M -$327K -2,840 -5%
RWA
33
Redhawk Wealth Advisors
Minnesota
$5.41M +$142K +1,236 +3%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$5.33M -$25.9K -225 -0.5%
TRCT
35
Tower Research Capital (TRC)
New York
$4.72M +$148K +1,285 +3%
PFM
36
Phillips Financial Management
Indiana
$4.31M -$45K -391 -1%
VWM
37
Venturi Wealth Management
Texas
$3.83M -$710K -6,163 -16%
SMC
38
Smith, Moore & Co
Missouri
$3.79M -$4.49K -39 -0.1%
PCMM
39
Piedmont Capital Management (Montana)
Montana
$3.7M +$70.3K +610 +2%
RFA
40
RTD Financial Advisors
Pennsylvania
$3.65M +$3.44M +29,846 New
FMP
41
Financial Management Professionals
Texas
$3.59M -$53.8K -467 -2%
FPCP
42
Fort Point Capital Partners
California
$3.52M +$1.49M +12,971 +82%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$3.32M +$26K +226 +0.8%
DWA
44
Dorsey Wright & Associates
California
$3.25M +$51.7K +449 +2%
AFA
45
American Financial Advisors
Georgia
$3.23M -$565K -4,906 -16%
Stifel Financial
46
Stifel Financial
Missouri
$3.19M -$80K -695 -3%
JP Morgan Chase
47
JP Morgan Chase
New York
$3.17M -$9.4M -81,655 -76%
V
48
Veritable
Delaware
$3.09M -$161K -1,394 -5%
DWMG
49
DB Wealth Management Group
California
$2.93M +$242K +2,102 +10%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$2.58M -$58.5K -508 -2%

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.