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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
M&T Bank
51
M&T Bank
New York
$1.71M +$138K +1,576 +9%
VA
52
Valmark Advisers
Ohio
$1.66M +$320K +3,651 +24%
Cerity Partners
53
Cerity Partners
New York
$1.59M +$1.6M +18,229 New
HighTower Advisors
54
HighTower Advisors
Illinois
$1.58M +$36.4K +416 +2%
B
55
Bensler
Washington
$1.58M -$235K -2,678 -13%
OFG
56
Omega Financial Group
California
$1.5M +$996K +11,371 +199%
BCA
57
Bray Capital Advisors
Florida
$1.45M +$213K +2,436 +17%
GWM
58
Geneos Wealth Management
Colorado
$1.4M +$175K +2,003 +14%
HSA
59
HBK Sorce Advisory
Pennsylvania
$1.38M +$403K +4,595 +41%
FWP
60
Falcon Wealth Planning
California
$1.3M +$880K +10,044 +207%
GLA
61
Great Lakes Advisors
Illinois
$1.3M -$112K -1,281 -8%
AB
62
Atlas Brown
Kentucky
$1.21M -$200K -2,278 -14%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$1.12M -$3.22M -36,805 -74%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$1.08M -$188K -2,145 -15%
DTC
65
Davidson Trust Company
Washington
$1.05M
SFG
66
Summit Financial Group
West Virginia
$1.02M -$127K -1,450 -11%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$981K +$57.2K +653 +6%
SWIM
68
Smallwood Wealth Investment Management
New Jersey
$943K +$79.4K +906 +9%
Stifel Financial
69
Stifel Financial
Missouri
$938K -$416K -4,752 -31%
Brown Advisory
70
Brown Advisory
Maryland
$937K -$91.8K -1,048 -9%
Mariner
71
Mariner
Kansas
$932K +$27.2K +311 +3%
MWP
72
Moller Wealth Partners
$873K
MW
73
Marcum Wealth
Ohio
$870K +$875K +9,984 New
SCA
74
Snowden Capital Advisors
New York
$840K -$24.6K -281 -3%
BlackRock
75
BlackRock
New York
$787K

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.