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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
EWM
176
Evermay Wealth Management
Virginia
$67K
MIFH
177
Migdal Insurance & Financial Holdings
Israel
$67K
GRP
178
Global Retirement Partners
California
$56K -$6.83K -70 -10%
HWA
179
Heritage Wealth Advisors
Virginia
$51K
LWANC
180
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K
OC
181
Oakworth Capital
Alabama
$42K
ACA
182
Atlas Capital Advisors
Wyoming
$36.2K
AssetMark Inc
183
AssetMark Inc
California
$34K -$347K -3,555 -90%
LWP
184
Laurel Wealth Planning
Minnesota
$34K
AA
185
Ancora Advisors
Ohio
$30K
BCMIO
186
Beacon Capital Management Inc (Ohio)
Ohio
$30K
MAWCM
187
Mine & Arao Wealth Creation & Management
California
$29K -$2.73K -28 -7%
CFGS
188
Concourse Financial Group Securities
Alabama
$29K
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$29K
CTB
190
Country Trust Bank
Illinois
$25K
OIA
191
Optimum Investment Advisors
Illinois
$25K
Cohen & Steers
192
Cohen & Steers
New York
$22K -$520K -5,333 -95%
AWM
193
Accel Wealth Management
Iowa
$22K
SWM
194
Spire Wealth Management
Virginia
$21K
SPIA
195
Steward Partners Investment Advisory
New York
$20K -$23.4K -240 -51%
DSC
196
Duncker Streett & Co
Missouri
$17K
FPFS
197
First Personal Financial Services
North Carolina
$17K
HIA
198
Harbor Investment Advisory
Maryland
$17K
MPCG
199
Matrix Private Capital Group
New York
$17K
CFFP
200
Center for Financial Planning
Michigan
$16K -$10.7K -110 -37%

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.