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State Street SPDR Dow Jones REIT ETF

255 hedge funds and large institutions have $1.12B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

5% more funds holding

Funds holding: 243255 (+12)

3% more capital invested

Capital invested by funds: $1.09B → $1.12B (+$33.7M)

0.8% more ownership

Funds ownership: 74.57%75.37% (+0.8%)

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

95% less call options, than puts

Call options by funds: $35K | Put options by funds: $674K

Holders
255
Holders Change
+12
Holders Change %
+4.94%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
39
Increased
63
Reduced
74
Closed
22
Calls
$35K
Puts
$674K
Net Calls
-$639K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
151
KMG Fiduciary Partners
Ohio
$210K +$211K +2,409 New
Corient Private Wealth
152
Corient Private Wealth
Florida
$210K +$211K +2,409 New
APW
153
Austin Private Wealth
Texas
$202K +$203K +2,316 New
CTA
154
Chesley Taft & Associates
Illinois
$201K +$203K +2,312 New
RPC
155
Rossmore Private Capital
Connecticut
$201K +$202K +2,309 New
AssetMark Inc
156
AssetMark Inc
California
$190K +$156K +1,782 +448%
CT
157
Cambridge Trust
Massachusetts
$169K -$26.3K -300 -13%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$168K
BA
159
Bellwether Advisors
Nebraska
$157K +$71.8K +819 +83%
PTC
160
Private Trust Company
Ohio
$154K +$26.5K +302 +21%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$153K
LWCFA
162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K -$36.4K -416 -20%
SFCL
163
Strengthening Families & Communities LLC
Massachusetts
$132K +$1.58K +18 +1%
CAL
164
Capital Advisors Ltd
Ohio
$119K
Fidelity Investments
165
Fidelity Investments
Massachusetts
$117K -$129K -1,469 -52%
AW
166
Avion Wealth
Texas
$115K
MIM
167
MTM Investment Management
South Carolina
$113K
ASBI
168
American State Bank (Iowa)
Iowa
$112K
NHT
169
New Hampshire Trust
New Hampshire
$94.1K +$94.6K +1,080 New
TPCW
170
TD Private Client Wealth
New York
$92.5K +$10.5K +120 +13%
TRCT
171
Tower Research Capital (TRC)
New York
$87K -$5.57M -63,575 -98%
VF
172
VitalStone Financial
Texas
$85K +$85.6K +977 New
BAM
173
Belpointe Asset Management
Nevada
$84.8K +$85.3K +974 New
PK
174
Pflug Koory
Nebraska
$79K
PMFA
175
Plante Moran Financial Advisors
Michigan
$76.7K +$77.1K +880 New

RWR Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2022, worth a combined $1.12B — up 3.1% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RWR positions and 22 closed out — a net gain of 17 holders — while 63 added to existing stakes and 74 trimmed.

The largest buyer was Northern Trust, adding an estimated $31.2M. The largest seller was Morgan Stanley, cutting an estimated $23M.

  • 255 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2022, up from 243 in Q3 2022.
  • Funds reported $1.12B of State Street SPDR Dow Jones REIT ETF stock for Q4 2022, up 3.1% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2022 and 22 closed out, a net change of +17 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2022 was Northern Trust, an estimated $31.2M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2022 was Morgan Stanley, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2022.