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State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.06B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

26% more capital invested

Capital invested by funds: $841M → $1.06B (+$222M)

13% more funds holding

Funds holding: 238268 (+30)

6.68% more ownership

Funds ownership: 66.72%73.4% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

59% less call options, than puts

Call options by funds: $229K | Put options by funds: $553K

Holders
268
Holders Change
+30
Holders Change %
+12.61%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
76
Reduced
80
Closed
17
Calls
$229K
Puts
$553K
Net Calls
-$324K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$1.64M -$65.6K -763 -4%
OPCM
52
Osborne Partners Capital Management
California
$1.61M -$278K -3,237 -16%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$1.56M -$46.6K -542 -3%
DC
54
Destiny Capital
Colorado
$1.5M +$1.35M +15,696 New
Cerity Partners
55
Cerity Partners
New York
$1.42M +$49.5K +576 +4%
MWP
56
Moller Wealth Partners
$1.36M +$341K +3,962 +39%
GLA
57
Great Lakes Advisors
Illinois
$1.31M -$50.8K -591 -4%
AB
58
Atlas Brown
Kentucky
$1.28M +$774 +9 +0.1%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.27M -$86.8K -1,010 -7%
SCA
60
Snowden Capital Advisors
New York
$1.21M -$15.2K -177 -1%
TC
61
Trilogy Capital
California
$1.19M +$329K +3,829 +44%
Stifel Financial
62
Stifel Financial
Missouri
$1.17M -$14K -163 -1%
DTC
63
Davidson Trust Company
Washington
$1.14M
YCG
64
Yeomans Consulting Group
Georgia
$1.11M +$1M +11,677 New
Mariner
65
Mariner
Kansas
$1.1M +$251K +2,923 +34%
BCA
66
Bray Capital Advisors
Florida
$1.05M +$9.03K +105 +1%
VA
67
Valmark Advisers
Ohio
$1.04M +$31.1K +362 +3%
SC
68
Savant Capital
Illinois
$978K -$6.96K -81 -0.8%
SWIM
69
Smallwood Wealth Investment Management
New Jersey
$975K +$3.52K +41 +0.4%
Brown Advisory
70
Brown Advisory
Maryland
$953K -$43.4K -505 -5%
B
71
Bensler
Washington
$948K -$183K -2,131 -18%
Corient Private Wealth
72
Corient Private Wealth
Florida
$936K +$144K +1,680 +21%
US Bancorp
73
US Bancorp
Minnesota
$889K -$258 -3 -0%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$873K +$196K +2,284 +33%
Citadel Advisors
75
Citadel Advisors
Florida
$863K -$7.07M -82,278 -90%

RWR Hedge Fund Activity: Q4 2023 in Review

268 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2023, worth a combined $1.06B — up 26% from $841M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new RWR positions and 17 closed out — a net gain of 35 holders — while 76 added to existing stakes and 80 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $76.4M. The largest seller was Bank of America, cutting an estimated $11.4M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2023, up from 238 in Q3 2023.
  • Funds reported $1.06B of State Street SPDR Dow Jones REIT ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2023 and 17 closed out, a net change of +35 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2023 was Morgan Stanley, an estimated $76.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2023 was Bank of America, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2023.