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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
LF
101
Lee Financial
Texas
$480K -$15.3K -175 -3%
TCM
102
TD Capital Management
Tennessee
$458K
IA
103
IFP Advisors
Florida
$457K -$701K -7,997 -60%
ACP
104
Aveo Capital Partners
Colorado
$449K +$452K +5,157 New
EWA
105
Exencial Wealth Advisors
Oklahoma
$447K -$6.04K -69 -1%
APP
106
Avantax Planning Partners
Iowa
$439K +$441K +5,036 New
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$433K +$150K +1,710 +53%
AAS
108
Ameritas Advisory Services
Nebraska
$426K +$23.3K +266 +6%
GT
109
Glenmede Trust
Pennsylvania
$418K
MFT
110
Moisand Fitzgerald Tamayo
Florida
$417K +$88 +1 +0%
Franklin Resources
111
Franklin Resources
California
$415K -$42.8K -489 -9%
DI
112
Disciplined Investments
Oklahoma
$384K +$1.58K +18 +0.4%
OIA
113
OneDigital Investment Advisors
Kansas
$383K
AWA
114
Alta Wealth Advisors
Massachusetts
$359K -$57.7K -659 -14%
AC
115
AWM Capital
Arizona
$349K
HW
116
Hancock Whitney
Mississippi
$335K +$337K +3,846 New
BSW
117
Buckingham Strategic Wealth
Missouri
$334K -$81.6K -931 -20%
PO
118
Private Ocean
California
$326K -$11.5K -131 -3%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$320K +$104K +1,192 +48%
FRA
120
Front Row Advisors
California
$308K -$10.5K -120 -3%
CCP
121
Clarkston Capital Partners
Michigan
$305K
CFP
122
Curran Financial Partners
South Carolina
$305K -$58.4K -667 -16%
Deutsche Bank
123
Deutsche Bank
Germany
$300K
SC
124
SouthState Corp
Florida
$298K
IAN
125
Integrated Advisors Network
Texas
$298K +$21.9K +250 +8%

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.