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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
PO
126
Private Ocean
California
$512K -$115 -1 -0%
Comerica Bank
127
Comerica Bank
Texas
$501K -$5.3K -46 -1%
BSW
128
Buckingham Strategic Wealth
Missouri
$498K -$12.4K -108 -3%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$483K +$2.19K +19 +0.5%
CF
130
Convergence Financial
Missouri
$477K +$450K +3,903 New
JWA
131
JFS Wealth Advisors
Pennsylvania
$457K -$43.2K -375 -9%
AAS
132
Ameritas Advisory Services
Nebraska
$455K +$429K +3,723 New
FRA
133
Front Row Advisors
California
$447K
BMWM
134
Brown Miller Wealth Management
Virginia
$439K -$56.1K -487 -12%
SC
135
SouthState Corp
Florida
$431K -$9.79K -85 -2%
Deutsche Bank
136
Deutsche Bank
Germany
$421K
FWP
137
Falcon Wealth Planning
California
$421K
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$418K -$6.36M -55,216 -94%
SPI
139
Sutton Place Investors
New York
$418K +$394K +3,421 New
IAN
140
Integrated Advisors Network
Texas
$412K -$69.4K -603 -15%
VFA
141
Valeo Financial Advisors
Indiana
$397K +$374K +3,247 New
CPIG
142
Chicago Partners Investment Group
Illinois
$392K +$2.42K +21 +0.6%
HNB
143
Huntington National Bank
Ohio
$381K
SC
144
Savant Capital
Illinois
$374K
AL
145
Aspiriant LLC
California
$370K +$124K +1,075 +55%
ATPW
146
Ashton Thomas Private Wealth
Arizona
$366K
NWA
147
Navis Wealth Advisors
New York
$366K +$3.34K +29 +1%
MFGP
148
Marshall Financial Group (Pennsylvania)
Pennsylvania
$355K +$25.1K +218 +8%
GFS
149
GYL Financial Synergies
Connecticut
$352K +$65.9K +572 +25%
IC
150
Iconiq Capital
California
$344K +$324K +2,815 New

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.