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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
HNB
126
Huntington National Bank
Ohio
$268K
IAN
127
Integrated Advisors Network
Texas
$266K -$1.53K -17 -0.5%
Deutsche Bank
128
Deutsche Bank
Germany
$265K
NWA
129
Navis Wealth Advisors
New York
$265K +$2.79K +31 +1%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$261K -$35.7K -397 -11%
CPIG
131
Chicago Partners Investment Group
Illinois
$258K +$2.43K +27 +0.8%
JMPWA
132
JP Morgan Private Wealth Advisors
California
$256K -$252K -2,803 -48%
AL
133
Aspiriant LLC
California
$252K
KWM
134
Kingsview Wealth Management
Oregon
$250K
FRA
135
Front Row Advisors
California
$250K -$35K -390 -11%
SC
136
SouthState Corp
Florida
$247K -$4.4K -49 -2%
PAS
137
Park Avenue Securities
New York
$246K +$266K +2,961 New
GT
138
Greenleaf Trust
Michigan
$237K -$783K -8,718 -75%
CFP
139
Curran Financial Partners
South Carolina
$236K -$6.83K -76 -3%
LSA
140
Lion Street Advisors
Texas
$235K -$300K -3,342 -54%
CIA
141
Compass Ion Advisors
Pennsylvania
$234K +$254K +2,822 New
IA
142
IFG Advisory
Georgia
$216K +$234K +2,603 New
HR
143
Hardy Reed
Mississippi
$213K +$230K +2,563 New
MFGP
144
Marshall Financial Group (Pennsylvania)
Pennsylvania
$208K +$270 +3 +0.1%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$206K +$223K +2,486 New
ATPW
146
Ashton Thomas Private Wealth
Arizona
$205K -$19.6K -218 -8%
WPWM
147
Windward Private Wealth Management
Kansas
$204K +$221K +2,459 New
BF
148
BOK Financial
Oklahoma
$174K
CT
149
Cambridge Trust
Massachusetts
$161K
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$159K +$139K +1,547 +411%

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.