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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
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$4.37M +$52.6K +600 +1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.03M +$103K +1,179 +3%
UBS Group
28
UBS Group
Switzerland
$3.82M +$825K +9,412 +27%
CA
29
Clearstead Advisors
Ohio
$3.73M +$4.99K +57 +0.1%
R
30
Rebalance
California
$3.64M +$3.66M +41,776 New
DC
31
Destiny Capital
Colorado
$2.93M +$2.68M +30,631 New
SMC
32
Smith, Moore & Co
Missouri
$2.9M +$98.4K +1,123 +3%
PFM
33
Phillips Financial Management
Indiana
$2.84M -$153K -1,742 -5%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.71M +$57.7K +659 +2%
RFA
35
RTD Financial Advisors
Pennsylvania
$2.67M -$188K -2,148 -7%
ECM
36
Evergreen Capital Management
Washington
$2.61M +$99K +1,130 +4%
JP Morgan Chase
37
JP Morgan Chase
New York
$2.53M -$1.26M -14,354 -33%
CFB
38
Cullen/Frost Bankers
Texas
$2.49M +$1.9M +21,724 +317%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$2.48M +$93.7K +1,070 +4%
KAS
40
Kestra Advisory Services
Texas
$2.2M +$308K +3,517 +16%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$2.11M -$201K -2,294 -9%
PCMM
42
Piedmont Capital Management (Montana)
Montana
$2.11M +$90K +1,027 +4%
AFA
43
American Financial Advisors
Georgia
$2.11M -$20.2K -231 -0.9%
ES
44
Eagle Strategies
New York
$2.1M -$1M -11,430 -32%
V
45
Veritable
Delaware
$2.09M
OPCM
46
Osborne Partners Capital Management
California
$2M +$855K +9,764 +74%
GT
47
Greenleaf Trust
Michigan
$1.91M -$76.4K -872 -4%
CHC
48
City Holding Co
West Virginia
$1.86M +$109K +1,240 +6%
Ameriprise
49
Ameriprise
Minnesota
$1.8M -$1.16M -13,202 -39%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.79M +$1.35M +15,357 +298%

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.