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State Street SPDR Dow Jones REIT ETF

238 hedge funds and large institutions have $841M invested in State Street SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $435K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

0.88% more ownership

Funds ownership: 65.84%66.72% (+0.88%)

1% more funds holding

Funds holding: 236238 (+2)

5% less capital invested

Capital invested by funds: $888M → $841M (-$47M)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
66
Reduced
79
Closed
22
Calls
$1.33M
Puts
$435K
Net Calls
+$895K
Net Calls Change
+$308K
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
101
HBK Sorce Advisory
Pennsylvania
$481K -$75.8K -844 -13%
WWG
102
West Wealth Group
California
$460K -$15.3K -170 -3%
LF
103
Lee Financial
Texas
$457K +$30.7K +342 +7%
Franklin Resources
104
Franklin Resources
California
$452K +$60.8K +677 +14%
TCM
105
TD Capital Management
Tennessee
$436K
AC
106
Abbrea Capital
California
$431K -$27K -300 -5%
KFP
107
KMG Fiduciary Partners
Ohio
$423K +$23.5K +261 +5%
EWA
108
Exencial Wealth Advisors
Oklahoma
$421K -$719 -8 -0.2%
GT
109
Glenmede Trust
Pennsylvania
$398K
RJT
110
Raymond James Trust
Florida
$393K -$166K -1,848 -28%
OIA
111
OneDigital Investment Advisors
Kansas
$362K -$4.22K -47 -1%
IA
112
IFP Advisors
Florida
$344K +$12.9K +144 +4%
IGWM
113
ICA Group Wealth Management
Colorado
$332K +$21.7K +242 +6%
MFT
114
Moisand Fitzgerald Tamayo
Florida
$326K -$449 -5 -0.1%
ES
115
Eagle Strategies
New York
$321K -$50.8K -565 -13%
FHA
116
Flagship Harbor Advisors
Massachusetts
$320K -$11.2K -125 -3%
BSW
117
Buckingham Strategic Wealth
Missouri
$318K +$1.26K +14 +0.4%
AAS
118
Ameritas Advisory Services
Nebraska
$318K +$345K +3,840 New
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$310K -$8.54K -95 -2%
FCI
120
Financial Counselors Inc
Kansas
$301K +$326K +3,628 New
CCP
121
Clarkston Capital Partners
Michigan
$290K
AWA
122
Alta Wealth Advisors
Massachusetts
$289K -$18.3K -204 -6%
PO
123
Private Ocean
California
$277K -$28K -312 -9%
CFB
124
Cullen/Frost Bankers
Texas
$274K
JWA
125
JFS Wealth Advisors
Pennsylvania
$270K +$989 +11 +0.3%

RWR Hedge Fund Activity: Q3 2023 in Review

238 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2023, worth a combined $841M — down 5.3% from $888M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWR positions and 22 closed out — a net gain of 7 holders — while 66 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $8.85M. The largest seller was Luken Investment Analytics, exiting entirely with an estimated $8.63M sold.

  • 238 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2023, up from 236 in Q2 2023.
  • Funds reported $841M of State Street SPDR Dow Jones REIT ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2023 and 22 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2023 was BlackRock, an estimated $8.85M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2023 was Luken Investment Analytics, an estimated $8.63M sold.

Based on aggregated 13F filings for Q3 2023.