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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
BHWM
176
Bay Harbor Wealth Management
Maryland
$42K -$39.3K -384 -49%
DSC
177
Duncker Streett & Co
Missouri
$37K
SWM
178
Spire Wealth Management
Virginia
$36K
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$35K +$2.56K +25 +8%
CFA
180
Carroll Financial Associates
North Carolina
$34K
CFFP
181
Center for Financial Planning
Michigan
$31K
CTB
182
Country Trust Bank
Illinois
$31K
ASN
183
Advisory Services Network
Georgia
$31K +$30.7K +300 New
ADL
184
Asset Dedication LLC
California
$29K +$28.6K +279 New
MAWCM
185
Mine & Arao Wealth Creation & Management
California
$27K +$102 +1 +0.4%
APC
186
Aspire Private Capital
North Carolina
$23K -$1.32M -12,914 -98%
ACA
187
Aptus Capital Advisors
Alabama
$23K +$25.4K +248 New
FPFS
188
First Personal Financial Services
North Carolina
$21K
MPCG
189
Matrix Private Capital Group
New York
$21K +$12.3K +120 +150%
SPIA
190
Steward Partners Investment Advisory
New York
$19K
SCA
191
Stonebridge Capital Advisors
Minnesota
$19K +$10.2K +100 +100%
CAL
192
Capital Analysts LLC
Pennsylvania
$17K -$6.15K -60 -27%
BFEC
193
Benjamin F. Edwards & Company
Missouri
$16K -$7.48K -73 -32%
RCA
194
Ranch Capital Advisors
Florida
$16K -$2.15K -21 -12%
SWA
195
SOA Wealth Advisors
New York
$16K +$1.74K +17 +12%
CT
196
Caldwell Trust
Florida
$15.7K
TI
197
Truehand Inc
New Hampshire
$15K
M
198
MOTCO
Texas
$14K
WQ
199
Wealth Quarterback
New Jersey
$13K +$11.9K +116 New
NFSG
200
Newbridge Financial Services Group
Florida
$12K -$205 -2 -2%

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.