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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
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$39.4K
ACA
177
Atlas Capital Advisors
Wyoming
$35.9K
ACA
178
Aptus Capital Advisors
Alabama
$32.3K +$719 +8 +2%
AA
179
Ancora Advisors
Ohio
$29.7K
MAWCM
180
Mine & Arao Wealth Creation & Management
California
$29.3K +$180 +2 +0.6%
CFGS
181
Concourse Financial Group Securities
Alabama
$28.6K
FMII
182
Farmers & Merchants Investments Inc
Nebraska
$28.6K
BCMIO
183
Beacon Capital Management Inc (Ohio)
Ohio
$27.5K -$180 -2 -0.6%
CIAS
184
Capital Investment Advisory Services
North Carolina
$27.5K +$270 +3 +0.9%
AF
185
Advisornet Financial
Minnesota
$27.3K
SWM
186
Spire Wealth Management
Virginia
$20.9K
SPIA
187
Steward Partners Investment Advisory
New York
$20.2K
BTI
188
Blue Trust Inc
Georgia
$20K +$19.9K +222 New
LFA
189
LGT Financial Advisors
Texas
$19.5K +$180 +2 +0.9%
NS
190
NBC Securities
Alabama
$19K +$21.4K +238 New
FFA
191
Founders Financial Alliance
North Carolina
$18.3K -$1.35K -15 -6%
AF
192
Allworth Financial
California
$17.8K -$29.9K -333 -61%
RTL
193
Red Tortoise LLC
Georgia
$17.6K +$180 +2 +1%
RCM
194
Raleigh Capital Management
North Carolina
$17.4K +$5.93K +66 +46%
GFPC
195
Global Financial Private Client
Florida
$17.3K +$3.33K +37 +21%
FDCC
196
Foster Dykema Cabot & Co
Massachusetts
$17K +$18K +200 New
FPFS
197
First Personal Financial Services
North Carolina
$16.8K
DSC
198
Duncker Streett & Co
Missouri
$16.6K
MPCG
199
Matrix Private Capital Group
New York
$16.6K
CFFP
200
Center for Financial Planning
Michigan
$15.8K

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.