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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
HWA
176
HHM Wealth Advisors
Tennessee
$71.9K
CS
177
Comerica Securities
Michigan
$71K +$71.4K +815 New
USCWA
178
U.S. Capital Wealth Advisors
Texas
$70.2K +$70.6K +806 New
CWC
179
Carolinas Wealth Consulting
North Carolina
$69.7K
MIFH
180
Migdal Insurance & Financial Holdings
Israel
$69K
HI
181
Harbour Investments
Wisconsin
$68.5K +$1.05K +12 +2%
EWM
182
Evermay Wealth Management
Virginia
$65.3K -$4.38K -50 -6%
GRP
183
Global Retirement Partners
California
$59.2K +$3.94K +45 +7%
MCC
184
Money Concepts Capital
Florida
$53.9K +$54.1K +618 New
HWA
185
Heritage Wealth Advisors
Virginia
$52.7K
LWANC
186
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.4K
Cohen & Steers
187
Cohen & Steers
New York
$41K +$18.1K +207 +78%
ACA
188
Atlas Capital Advisors
Wyoming
$37.5K
LWP
189
Laurel Wealth Planning
Minnesota
$35.3K
AA
190
Ancora Advisors
Ohio
$31K
MAWCM
191
Mine & Arao Wealth Creation & Management
California
$30.4K +$175 +2 +0.6%
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$30.1K
CFGS
193
Concourse Financial Group Securities
Alabama
$30K
BCMIO
194
Beacon Capital Management Inc (Ohio)
Ohio
$29.2K -$2.1K -24 -7%
AF
195
Advisornet Financial
Minnesota
$28.7K -$41.2K -470 -59%
CIAS
196
Capital Investment Advisory Services
North Carolina
$28.3K +$23.1K +264 +440%
EWA
197
EverSource Wealth Advisors
Alabama
$26.1K +$26.3K +300 New
CTB
198
Country Trust Bank
Illinois
$25.9K
AWM
199
Accel Wealth Management
Iowa
$22.3K
SWM
200
Spire Wealth Management
Virginia
$22K

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.