We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

257 hedge funds and large institutions have $1.39B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $1.17B → $1.39B (+$221M)

14.34% more ownership

Funds ownership: 61.69%76.03% (+14%)

9% more funds holding

Funds holding: 235257 (+22)

65% less call options, than puts

Call options by funds: $297K | Put options by funds: $854K

Holders
257
Holders Change
+22
Holders Change %
+9.36%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
73
Reduced
57
Closed
14
Calls
$297K
Puts
$854K
Net Calls
-$557K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$2.66M +$1.69M +15,452 +198%
M&T Bank
52
M&T Bank
New York
$2.44M -$62.4K -569 -2%
DWMG
53
DB Wealth Management Group
California
$2.31M +$239K +2,182 +11%
CHC
54
City Holding Co
West Virginia
$2.22M -$26.9K -245 -1%
Barclays
55
Barclays
United Kingdom
$2.2M +$2.29M +20,896 New
EWA
56
Exencial Wealth Advisors
Oklahoma
$2.19M +$1.59M +14,530 +247%
KAS
57
Kestra Advisory Services
Texas
$2.05M -$21.3K -194 -1%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.96M +$15.8K +144 +0.8%
GLA
59
Great Lakes Advisors
Illinois
$1.94M -$1.31K -12 -0.1%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$1.88M -$54.1K -494 -3%
CFP
61
Curran Financial Partners
South Carolina
$1.85M -$13.2K -120 -0.7%
VA
62
Valmark Advisers
Ohio
$1.84M -$14.1K -129 -0.7%
AB
63
Atlas Brown
Kentucky
$1.76M -$32K -292 -2%
Citigroup
64
Citigroup
New York
$1.69M +$87.6K +799 +5%
MCM
65
Maryland Capital Management
Maryland
$1.69M
CAL
66
Capital Analysts LLC
Pennsylvania
$1.67M +$1.72M +15,717 +9,525%
FPCP
67
Fort Point Capital Partners
California
$1.67M -$1.2M -10,967 -41%
RJA
68
Raymond James & Associates
Florida
$1.66M -$423K -3,863 -20%
OCM
69
One Capital Management
California
$1.63M -$280K -2,552 -14%
PFS
70
Prospera Financial Services
Texas
$1.58M +$1.64M +14,969 New
HSA
71
HBK Sorce Advisory
Pennsylvania
$1.57M -$108K -986 -6%
BCA
72
Bray Capital Advisors
Florida
$1.52M -$144K -1,310 -8%
OPCM
73
Osborne Partners Capital Management
California
$1.5M -$81.7K -745 -5%
NA
74
NewEdge Advisors
Louisiana
$1.47M +$1.53M +13,985 New
MWM
75
Merriman Wealth Management
Washington
$1.39M -$3.51K -32 -0.2%

RWR Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2021, worth a combined $1.39B — up 19% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 14 closed out — a net gain of 24 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was Millennium Management, exiting entirely with an estimated $22.9M sold.

  • 257 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $1.39B of State Street SPDR Dow Jones REIT ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2021 and 14 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2021 was Morgan Stanley, an estimated $86.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2021 was Millennium Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2021.