We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

243 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

2.52% more ownership

Funds ownership: 72.05%74.57% (+2.5%)

9% less funds holding

Funds holding: 268243 (-25)

13% less capital invested

Capital invested by funds: $1.26B → $1.09B (-$169M)

36% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 90

68% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $455K

Holders
243
Holders Change
-25
Holders Change %
-9.33%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
11
Increased
58
Reduced
90
Closed
34
Calls
Puts
$455K
Net Calls
-$455K
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$4.17M -$98.5K -1,010 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.8M +$38.2K +392 +0.9%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.65M -$35.9K -368 -0.8%
CA
29
Clearstead Advisors
Ohio
$3.6M +$4.88K +50 +0.1%
ES
30
Eagle Strategies
New York
$3M -$191K -1,954 -5%
UBS Group
31
UBS Group
Switzerland
$2.9M -$6.21M -63,691 -65%
PFM
32
Phillips Financial Management
Indiana
$2.9M -$33.2K -341 -1%
Ameriprise
33
Ameriprise
Minnesota
$2.87M +$260K +2,670 +9%
RFA
34
RTD Financial Advisors
Pennsylvania
$2.76M -$712K -7,300 -18%
SMC
35
Smith, Moore & Co
Missouri
$2.71M +$138K +1,413 +5%
Citadel Advisors
36
Citadel Advisors
Florida
$2.63M +$843K +8,641 +38%
Jane Street
37
Jane Street
New York
$2.57M +$59.5K +610 +2%
Osaic Holdings
38
Osaic Holdings
Arizona
$2.56M -$404K -4,142 -12%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$2.44M +$305K +3,129 +12%
ECM
40
Evergreen Capital Management
Washington
$2.43M +$49.8K +511 +2%
DWMG
41
DB Wealth Management Group
California
$2.35M +$129K +1,321 +5%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.31M -$22.1K -227 -0.8%
RJA
43
Raymond James & Associates
Florida
$2.21M +$965K +9,898 +61%
AFA
44
American Financial Advisors
Georgia
$2.06M -$104K -1,062 -4%
V
45
Veritable
Delaware
$2.02M -$128K -1,317 -5%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$2M +$25.9K +266 +1%
HF
47
HRT Financial
New York
$1.97M -$115K -1,182 -5%
PCMM
48
Piedmont Capital Management (Montana)
Montana
$1.96M -$685K -7,025 -23%
GT
49
Greenleaf Trust
Michigan
$1.92M +$1.48M +15,193 +200%
KAS
50
Kestra Advisory Services
Texas
$1.83M -$210K -2,150 -9%

RWR Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2022, worth a combined $1.09B — down 13% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of RWR and 11 opened new positions — a net loss of 23 holders — while 90 trimmed existing stakes and 58 added.

The largest buyer was Bank of America, adding an estimated $13.1M. The largest seller was Northern Trust, cutting an estimated $13.5M.

  • 243 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2022, down from 268 in Q2 2022.
  • Funds reported $1.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2022 and 34 closed out, a net change of -23 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2022 was Bank of America, an estimated $13.1M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2022 was Northern Trust, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2022.