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State Street SPDR Dow Jones REIT ETF

243 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

2.52% more ownership

Funds ownership: 72.05%74.57% (+2.5%)

9% less funds holding

Funds holding: 268243 (-25)

13% less capital invested

Capital invested by funds: $1.26B → $1.09B (-$169M)

36% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 90

68% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $455K

Holders
243
Holders Change
-25
Holders Change %
-9.33%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
11
Increased
58
Reduced
90
Closed
34
Calls
Puts
$455K
Net Calls
-$455K
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Savant Capital
Illinois
$235K -$15.8K -162 -5%
BF
152
BOK Financial
Oklahoma
$229K
TF
153
TIAA FSB
Florida
$212K -$14.4K -148 -6%
WPWM
154
Windward Private Wealth Management
Kansas
$212K
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$209K +$242K +2,480 New
CT
156
Cambridge Trust
Massachusetts
$189K -$24.4K -250 -10%
LWCFA
157
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171K
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$163K
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$148K
SFCL
160
Strengthening Families & Communities LLC
Massachusetts
$126K +$2.83K +29 +2%
PTC
161
Private Trust Company
Ohio
$124K +$5.07K +52 +4%
AW
162
Avion Wealth
Texas
$115K -$1.85K -19 -1%
CAL
163
Capital Advisors Ltd
Ohio
$115K
US Bancorp
164
US Bancorp
Minnesota
$112K
MIM
165
MTM Investment Management
South Carolina
$109K
ASBI
166
American State Bank (Iowa)
Iowa
$108K
MA
167
MUFG Americas
New York
$104K
BA
168
Bellwether Advisors
Nebraska
$83K +$5.46K +56 +6%
TPCW
169
TD Private Client Wealth
New York
$79.3K +$3.9K +40 +4%
PK
170
Pflug Koory
Nebraska
$77K
HI
171
Harbour Investments
Wisconsin
$74K
HWA
172
HHM Wealth Advisors
Tennessee
$70K
CMP
173
Coston McIsaac & Partners
Maine
$68K
AF
174
Advisornet Financial
Minnesota
$67K
CWC
175
Carolinas Wealth Consulting
North Carolina
$67K

RWR Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2022, worth a combined $1.09B — down 13% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of RWR and 11 opened new positions — a net loss of 23 holders — while 90 trimmed existing stakes and 58 added.

The largest buyer was Bank of America, adding an estimated $13.1M. The largest seller was Northern Trust, cutting an estimated $13.5M.

  • 243 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2022, down from 268 in Q2 2022.
  • Funds reported $1.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2022 and 34 closed out, a net change of -23 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2022 was Bank of America, an estimated $13.1M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2022 was Northern Trust, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2022.