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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
BF
151
BOK Financial
Oklahoma
$341K -$7.37K -64 -2%
WPWM
152
Windward Private Wealth Management
Kansas
$330K -$31.9K -277 -9%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$327K +$1.73K +15 +0.6%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$321K +$27.8K +241 +10%
DWT
155
Dorsey & Whitney Trust
South Dakota
$318K
IA
156
IFG Advisory
Georgia
$313K +$54.8K +476 +23%
TW
157
TrinityPoint Wealth
Connecticut
$308K +$290K +2,520 New
CWM
158
Cornerstone Wealth Management
Missouri
$304K -$26.6K -231 -9%
PAMS
159
Pictet Asset Management (Switzerland)
Switzerland
$293K
ACG
160
Allen Capital Group
Nebraska
$287K -$2.53K -22 -0.9%
RPC
161
Rossmore Private Capital
Connecticut
$282K
BAAM
162
Baker Avenue Asset Management
California
$279K
EE
163
EWG Elevate
California
$279K
BBA
164
BLB&B Advisors
Pennsylvania
$262K -$2.88K -25 -1%
PWM
165
PBMares Wealth Management
Virginia
$262K +$247K +2,147 New
William Blair & Company
166
William Blair & Company
Illinois
$260K
Wolverine Trading
167
Wolverine Trading
Illinois
$259K +$245K +2,124 New
FT
168
Fiduciary Trust
Massachusetts
$252K
BS
169
Boenning & Scattergood
Pennsylvania
$250K
KFC
170
Klingenstein Fields & Co
New York
$246K
CB
171
Commerce Bank
Missouri
$245K
HWIS
172
Hancock Whitney Investment Services
Louisiana
$244K +$231K +2,006 New
PFWA
173
Paces Ferry Wealth Advisors
Georgia
$241K -$49.3K -428 -18%
ASN
174
Advisory Services Network
Georgia
$241K +$227K +1,974 New
CTA
175
Chesley Taft & Associates
Illinois
$238K

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.