We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

219 hedge funds and large institutions have $1.07B invested in State Street SPDR Dow Jones REIT ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 97 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $744K | Put options by funds: $662K

5.49% less ownership

Funds ownership: 76.7%71.21% (-5.5%)

22% less funds holding

Funds holding: 279219 (-60)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

46% less capital invested

Capital invested by funds: $1.98B → $1.07B (-$907M)

48% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 97

77% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 70

Holders
219
Holders Change
-60
Holders Change %
-21.51%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
50
Reduced
97
Closed
70
Calls
$744K
Puts
$662K
Net Calls
+$82K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
151
Associated Banc-Corp
Wisconsin
$54K +$71K +750 New
OPS
152
Orion Portfolio Solutions
Nebraska
$52K +$37.9K +401 +123%
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$45K
HWA
154
Heritage Wealth Advisors
Virginia
$43.7K
CFGS
155
Concourse Financial Group Securities
Alabama
$42K -$6.62K -70 -11%
OC
156
Oakworth Capital
Alabama
$42K
CAL
157
Capital Analysts LLC
Pennsylvania
$40K +$22.8K +241 +78%
BL
158
Balentine LLC
Georgia
$39K -$156M -1,651,928 -100%
VFA
159
Valeo Financial Advisors
Indiana
$37K -$8.8K -93 -17%
TPCW
160
TD Private Client Wealth
New York
$35.9K -$35.1K -371 -43%
AF
161
Advisornet Financial
Minnesota
$32K -$8.9K -94 -18%
CBT
162
Capital Bank & Trust
California
$32K
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$32K
CFA
164
Carroll Financial Associates
North Carolina
$31K -$14.8K -156 -26%
BCMIO
165
Beacon Capital Management Inc (Ohio)
Ohio
$31K
EK
166
Evensky & Katz
Florida
$30K
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$29K -$566K -5,979 -94%
CT
168
Caldwell Trust
Florida
$28.4K
APWM
169
Atlas Private Wealth Management
New York
$28K
QCMC
170
Quantum Capital Management (California)
California
$25K -$473 -5 -1%
DSC
171
Duncker Streett & Co
Missouri
$25K
SFSG
172
Stearns Financial Services Group
North Carolina
$24K +$31.9K +337 New
CAAS
173
Capital Asset Advisory Services
Michigan
$22K -$402K -4,251 -93%
CFFP
174
Center for Financial Planning
Michigan
$22K -$85.2K -900 -75%
FHA
175
Flagship Harbor Advisors
Massachusetts
$22K +$95 +1 +0.3%

RWR Hedge Fund Activity: Q1 2020 in Review

219 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2020, worth a combined $1.07B — down 46% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of RWR and 16 opened new positions — a net loss of 54 holders — while 97 trimmed existing stakes and 50 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $105M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $183M sold.

  • 219 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2020, down from 279 in Q4 2019.
  • Funds reported $1.07B of State Street SPDR Dow Jones REIT ETF stock for Q1 2020, down 46% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2020 and 70 closed out, a net change of -54 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2020 was Charles Schwab, an estimated $105M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2020.