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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
KFI
101
Key Financial Inc
Pennsylvania
$548K -$1.95K -20 -0.3%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$544K +$401K +4,111 +176%
UCFA
103
United Capital Financial Advisors
Texas
$543K +$106K +1,092 +20%
SFP
104
Strategic Financial Partners
Oregon
$540K -$21.9K -225 -3%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$498K -$31K -318 -5%
OFG
106
Omega Financial Group
California
$482K -$545K -5,594 -49%
EVM
107
Eaton Vance Management
Massachusetts
$481K
LF
108
Lee Financial
Texas
$479K
Franklin Resources
109
Franklin Resources
California
$443K -$285K -2,928 -36%
TCM
110
TD Capital Management
Tennessee
$443K +$5.46K +56 +1%
EWA
111
Exencial Wealth Advisors
Oklahoma
$438K
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$434K -$1.24M -12,709 -71%
EH
113
Equitable Holdings
New York
$426K -$81.2K -833 -14%
FWP
114
Falcon Wealth Planning
California
$408K -$716K -7,339 -60%
GT
115
Glenmede Trust
Pennsylvania
$404K
MFT
116
Moisand Fitzgerald Tamayo
Florida
$403K -$1.27K -13 -0.3%
AWA
117
Alta Wealth Advisors
Massachusetts
$403K
BSW
118
Buckingham Strategic Wealth
Missouri
$401K +$50.3K +516 +12%
AAS
119
Ameritas Advisory Services
Nebraska
$389K +$20K +205 +5%
OIA
120
OneDigital Investment Advisors
Kansas
$371K
DI
121
Disciplined Investments
Oklahoma
$369K +$1.56K +16 +0.4%
VWM
122
Venturi Wealth Management
Texas
$362K +$87.8K +900 +26%
AC
123
AWM Capital
Arizona
$357K +$390K +4,003 New
CFP
124
Curran Financial Partners
South Carolina
$351K -$324K -3,318 -44%
SS
125
Simplicity Solutions
Minnesota
$350K -$1.46M -15,006 -78%

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.