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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
Renaissance Technologies
126
Renaissance Technologies
New York
$296K -$359K -4,100 -55%
CPIG
127
Chicago Partners Investment Group
Illinois
$290K -$40.3K -460 -13%
JWA
128
JFS Wealth Advisors
Pennsylvania
$280K -$29.3K -334 -9%
SW
129
SVB Wealth
Massachusetts
$275K -$296K -3,380 -52%
NWA
130
Navis Wealth Advisors
New York
$271K +$3.33K +38 +1%
AL
131
Aspiriant LLC
California
$265K
IGWM
132
ICA Group Wealth Management
Colorado
$264K +$265K +3,029 New
KWM
133
Kingsview Wealth Management
Oregon
$263K -$87.6K -1,000 -25%
HNB
134
Huntington National Bank
Ohio
$259K
SBH
135
Segall Bryant & Hamill
Illinois
$259K
ATPW
136
Ashton Thomas Private Wealth
Arizona
$246K
IC
137
Iconiq Capital
California
$245K
BS
138
Boenning & Scattergood
Pennsylvania
$241K +$180K +2,050 New
TW
139
TrinityPoint Wealth
Connecticut
$239K -$83.2K -950 -26%
BF
140
BOK Financial
Oklahoma
$237K
SC
141
Savant Capital
Illinois
$235K -$7.88K -90 -3%
MFGP
142
Marshall Financial Group (Pennsylvania)
Pennsylvania
$227K -$21.7K -248 -9%
AAS
143
Avantax Advisory Services
Texas
$225K +$226K +2,577 New
RWA
144
Redhawk Wealth Advisors
Minnesota
$221K +$222K +2,534 New
TF
145
TIAA FSB
Florida
$220K
WPWM
146
Windward Private Wealth Management
Kansas
$219K
IA
147
IFG Advisory
Georgia
$218K -$60.4K -689 -22%
DWT
148
Dorsey & Whitney Trust
South Dakota
$218K +$219K +2,500 New
US Bancorp
149
US Bancorp
Minnesota
$216K +$100K +1,142 +86%
CWM
150
Cranbrook Wealth Management
Michigan
$214K -$552K -6,299 -72%

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.