We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

238 hedge funds and large institutions have $841M invested in State Street SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $435K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

0.88% more ownership

Funds ownership: 65.84%66.72% (+0.88%)

1% more funds holding

Funds holding: 236238 (+2)

5% less capital invested

Capital invested by funds: $888M → $841M (-$47M)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
66
Reduced
79
Closed
22
Calls
$1.33M
Puts
$435K
Net Calls
+$895K
Net Calls Change
+$308K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
151
Venturi Wealth Management
Texas
$158K +$171K +1,900 New
Fidelity Investments
152
Fidelity Investments
Massachusetts
$143K -$2.7K -30 -2%
TPCW
153
TD Private Client Wealth
New York
$141K +$4.58K +51 +3%
BBHC
154
Brown Brothers Harriman & Co
New York
$130K
SFCL
155
Strengthening Families & Communities LLC
Massachusetts
$130K +$1.35K +15 +1%
Cohen & Steers
156
Cohen & Steers
New York
$116K +$83.8K +933 +199%
HI
157
Harbour Investments
Wisconsin
$113K -$7.1K -79 -5%
MIM
158
MTM Investment Management
South Carolina
$107K
ASBI
159
American State Bank (Iowa)
Iowa
$107K
NA
160
NewEdge Advisors
Louisiana
$103K +$88.2K +981 +383%
PTC
161
Private Trust Company
Ohio
$95.5K -$24K -267 -19%
SSWM
162
Sheets Smith Wealth Management
North Carolina
$84.9K +$92K +1,024 New
GBT
163
Grove Bank & Trust
Florida
$83.2K +$90.1K +1,003 New
PWMG
164
Provence Wealth Management Group
California
$76.3K +$82.7K +920 New
CAL
165
Capital Advisors Ltd
Ohio
$70K -$23.5K -261 -24%
HWA
166
HHM Wealth Advisors
Tennessee
$68.4K
CMP
167
Coston McIsaac & Partners
Maine
$67K
CWC
168
Carolinas Wealth Consulting
North Carolina
$63.3K
PK
169
Pflug Koory
Nebraska
$55.7K -$8.99K -100 -13%
CWM
170
Cranbrook Wealth Management
Michigan
$52.2K -$7.37K -82 -12%
GRP
171
Global Retirement Partners
California
$50.4K +$6.11K +68 +12%
EWM
172
Evermay Wealth Management
Virginia
$49.8K
LWANC
173
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K
CCP
174
Carmel Capital Partners
California
$44.5K +$48.3K +537 New
VF
175
VitalStone Financial
Texas
$42K -$41.5K -462 -47%

RWR Hedge Fund Activity: Q3 2023 in Review

238 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2023, worth a combined $841M — down 5.3% from $888M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWR positions and 22 closed out — a net gain of 7 holders — while 66 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $8.85M. The largest seller was Luken Investment Analytics, exiting entirely with an estimated $8.63M sold.

  • 238 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2023, up from 236 in Q2 2023.
  • Funds reported $841M of State Street SPDR Dow Jones REIT ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2023 and 22 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2023 was BlackRock, an estimated $8.85M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2023 was Luken Investment Analytics, an estimated $8.63M sold.

Based on aggregated 13F filings for Q3 2023.