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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
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.79M -$875K -8,969 -30%
B
52
Bensler
Washington
$1.75M -$17.1K -175 -0.8%
CHC
53
City Holding Co
West Virginia
$1.69M -$48.8K -500 -2%
CAL
54
Capital Analysts LLC
Pennsylvania
$1.62M +$219K +2,242 +13%
M&T Bank
55
M&T Bank
New York
$1.52M -$97.5K -1,000 -5%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.5M -$19.6K -201 -1%
AB
57
Atlas Brown
Kentucky
$1.36M -$11.1K -114 -0.7%
GLA
58
Great Lakes Advisors
Illinois
$1.36M -$46.9K -481 -3%
MCM
59
Maryland Capital Management
Maryland
$1.32M
Stifel Financial
60
Stifel Financial
Missouri
$1.31M -$629K -6,455 -29%
VA
61
Valmark Advisers
Ohio
$1.3M -$6.63K -68 -0.4%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$1.22M -$343K -3,522 -20%
BCA
63
Bray Capital Advisors
Florida
$1.19M +$4.68K +48 +0.3%
GWM
64
Geneos Wealth Management
Colorado
$1.19M +$304K +3,118 +28%
IA
65
IFP Advisors
Florida
$1.14M -$98 -1 -0%
SFG
66
Summit Financial Group
West Virginia
$1.11M +$39K +400 +3%
OPCM
67
Osborne Partners Capital Management
California
$1.11M -$5.85K -60 -0.5%
MWM
68
Merriman Wealth Management
Washington
$1.05M -$32.4K -332 -3%
DTC
69
Davidson Trust Company
Washington
$1.01M
Brown Advisory
70
Brown Advisory
Maryland
$994K
HSA
71
HBK Sorce Advisory
Pennsylvania
$951K -$21.7K -223 -2%
OCM
72
One Capital Management
California
$913K -$133K -1,365 -11%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$894K +$122K +1,250 +13%
Mariner
74
Mariner
Kansas
$875K +$1.01M +10,384 New
JMPWA
75
JP Morgan Private Wealth Advisors
California
$855K +$172K +1,759 +21%

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.