We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

278 hedge funds and large institutions have $1.57B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $1.39B → $1.57B (+$177M)

8% more funds holding

Funds holding: 257278 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.65% less ownership

Funds ownership: 76.03%72.39% (-3.6%)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

18% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.29M

Holders
278
Holders Change
+21
Holders Change %
+8.17%
% of All Funds
4.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
70
Reduced
80
Closed
26
Calls
$1.06M
Puts
$1.29M
Net Calls
-$231K
Net Calls Change
+$326K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Merriman Wealth Management
Washington
$1.58M -$29.4K -255 -2%
SFG
77
Summit Financial Group
West Virginia
$1.47M +$530K +4,600 +62%
DTC
78
Davidson Trust Company
Washington
$1.47M
Brown Advisory
79
Brown Advisory
Maryland
$1.4M -$77.2K -670 -6%
CFP
80
Curran Financial Partners
South Carolina
$1.4M -$707K -6,139 -35%
SWIM
81
Smallwood Wealth Investment Management
New Jersey
$1.35M +$1.27M +11,066 New
MWP
82
Moller Wealth Partners
$1.33M
NAM
83
NTV Asset Management
West Virginia
$1.32M +$48.9K +425 +4%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$1.31M -$14.3K -124 -1%
UCFA
85
United Capital Financial Advisors
Texas
$1.16M +$91.3K +793 +9%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$1.14M -$103K -895 -9%
CDIA
87
Capital Directions Investment Advisors
Georgia
$1.14M +$94.7K +822 +10%
BlackRock
88
BlackRock
New York
$1.11M +$4.49K +39 +0.4%
GC
89
Gibson Capital
Pennsylvania
$1.1M -$11.5K -100 -1%
E
90
ETFidea
New York
$1.09M +$1.03M +8,937 New
AC
91
Abbrea Capital
California
$1.07M +$278K +2,410 +38%
SCA
92
Snowden Capital Advisors
New York
$1.05M -$56.5K -491 -5%
CWM
93
Cranbrook Wealth Management
Michigan
$1.05M +$115 +1 +0%
EWM
94
Empirical Wealth Management
Washington
$987K +$46.3K +402 +5%
BFG
95
Beacon Financial Group
Texas
$969K -$15.3K -133 -2%
CFB
96
Cullen/Frost Bankers
Texas
$947K +$95.6K +830 +12%
FFM
97
Forum Financial Management
Illinois
$946K +$892K +7,744 New
ASFA
98
All Season Financial Advisors
Colorado
$926K +$873K +7,582 New
SFP
99
Strategic Financial Partners
Oregon
$865K -$18.7K -162 -2%
SF
100
Synovus Financial
Georgia
$853K +$4.95K +43 +0.6%

RWR Hedge Fund Activity: Q4 2021 in Review

278 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2021, worth a combined $1.57B — up 13% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RWR positions and 26 closed out — a net gain of 24 holders — while 70 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab, adding an estimated $20.4M. The largest seller was Morgan Stanley, cutting an estimated $89.6M.

  • 278 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2021, up from 257 in Q3 2021.
  • Funds reported $1.57B of State Street SPDR Dow Jones REIT ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2021 and 26 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2021 was Charles Schwab, an estimated $20.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2021 was Morgan Stanley, an estimated $89.6M sold.

Based on aggregated 13F filings for Q4 2021.