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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
GC
76
Gibson Capital
Pennsylvania
$784K
NAM
77
NTV Asset Management
West Virginia
$773K
JMPWA
78
JP Morgan Private Wealth Advisors
California
$769K -$116K -1,320 -13%
E
79
ETFidea
New York
$749K -$27.9K -319 -4%
OCM
80
One Capital Management
California
$748K -$198K -2,261 -21%
CDIA
81
Capital Directions Investment Advisors
Georgia
$717K +$721K +8,231 New
RW
82
Reframe Wealth
Virginia
$717K +$721K +8,231 New
BFG
83
Beacon Financial Group
Texas
$708K -$350 -4 -0%
FAIM
84
Financial Advocates Investment Management
Washington
$679K -$526 -6 -0.1%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$671K -$163K -1,856 -19%
UCFA
86
United Capital Financial Advisors
Texas
$660K +$98.7K +1,127 +17%
FFM
87
Forum Financial Management
Illinois
$656K
CAN
88
Cetera Advisor Networks
California
$627K +$26.1K +298 +4%
EWM
89
Empirical Wealth Management
Washington
$625K +$30.1K +343 +5%
SF
90
Synovus Financial
Georgia
$580K -$16.6K -189 -3%
RJT
91
Raymond James Trust
Florida
$574K
SFP
92
Strategic Financial Partners
Oregon
$559K
EH
93
Equitable Holdings
New York
$556K +$116K +1,327 +26%
KFI
94
Key Financial Inc
Pennsylvania
$548K
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$545K -$1.99M -22,725 -78%
CWM
96
ClientFirst Wealth Management
Arkansas
$545K
AC
97
Abbrea Capital
California
$540K -$73.9K -844 -12%
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$518K -$44.9K -513 -8%
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$515K
TPW
100
Transatlantique Private Wealth
New York
$509K +$219K +2,500 +75%

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.