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State Street SPDR Dow Jones REIT ETF

235 hedge funds and large institutions have $1.17B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.03B → $1.17B (+$138M)

13% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 63

4% more funds holding

Funds holding: 226235 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.44% less ownership

Funds ownership: 69.13%61.69% (-7.4%)

24% less call options, than puts

Call options by funds: $808K | Put options by funds: $1.07M

Holders
235
Holders Change
+9
Holders Change %
+3.98%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
71
Reduced
63
Closed
23
Calls
$808K
Puts
$1.07M
Net Calls
-$262K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Arkadios Wealth Advisors
Georgia
$183K +$180K +1,753 New
AW
152
Avion Wealth
Texas
$148K -$2.36K -23 -2%
CAL
153
Capital Advisors Ltd
Ohio
$143K -$18.1K -177 -11%
LWCFA
154
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K +$138K +1,344 New
ASBI
155
American State Bank (Iowa)
Iowa
$135K
BA
156
Bellwether Advisors
Nebraska
$124K +$12.5K +122 +11%
HI
157
Harbour Investments
Wisconsin
$115K +$102 +1 +0.1%
FMTCOCP
158
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$105K
GRP
159
Global Retirement Partners
California
$105K
AIM
160
Axiom Investment Management
New York
$104K
CC
161
Cassaday & Co
Virginia
$103K
OIA
162
Optimum Investment Advisors
Illinois
$100K
PK
163
Pflug Koory
Nebraska
$97K
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$96K -$18.6K -182 -17%
TPCW
165
TD Private Client Wealth
New York
$95.3K -$3.69K -36 -4%
CWC
166
Carolinas Wealth Consulting
North Carolina
$94K
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$67K -$28.9K -282 -30%
PWA
168
Phoenix Wealth Advisors
North Carolina
$67K
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$65K
CFGS
170
Concourse Financial Group Securities
Alabama
$64K -$71.7K -700 -53%
HWA
171
Heritage Wealth Advisors
Virginia
$63.5K
OC
172
Oakworth Capital
Alabama
$60K
LWANC
173
Laurel Wealth Advisors (North Carolina)
North Carolina
$59K -$20.5K -200 -26%
SB
174
Strategic Blueprint
Georgia
$55K +$53.9K +526 New
AF
175
Advisornet Financial
Minnesota
$49K

RWR Hedge Fund Activity: Q2 2021 in Review

235 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2021, worth a combined $1.17B — up 13% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWR positions and 23 closed out — a net gain of 10 holders — while 71 added to existing stakes and 63 trimmed.

The largest buyer was Millennium Management, adding an estimated $17.3M. The largest seller was LPL Financial, cutting an estimated $12.1M.

  • 235 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2021, up from 226 in Q1 2021.
  • Funds reported $1.17B of State Street SPDR Dow Jones REIT ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2021 and 23 closed out, a net change of +10 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2021 was Millennium Management, an estimated $17.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2021 was LPL Financial, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2021.