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State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.98B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

45% more call options, than puts

Call options by funds: $765K | Put options by funds: $528K

10% more funds holding

Funds holding: 254279 (+25)

0.99% more ownership

Funds ownership: 75.71%76.7% (+0.99%)

9% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $2.09B → $1.98B (-$113M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
53
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
DY
201
Dowling & Yahnke
California
$91K +$92K +889 New
TPCW
202
TD Private Client Wealth
New York
$88.6K +$89.8K +868 New
FA
203
Fortis Advisors
Pennsylvania
$87K +$931 +9 +1%
S
204
SignatureFD
Georgia
$85K -$4.66K -45 -5%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$73K -$10.8K -104 -13%
WC
206
Whitnell & Co
Illinois
$70K +$10K +97 +17%
William Blair & Company
207
William Blair & Company
Illinois
$69K -$90.7K -876 -56%
WPA
208
West Paces Advisors
Georgia
$68.9K
CFGS
209
Concourse Financial Group Securities
Alabama
$67K +$32.1K +310 +90%
SPIA
210
Steward Partners Investment Advisory
New York
$65K +$47.7K +461 +259%
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$63K
HWA
212
Heritage Wealth Advisors
Virginia
$61.7K
FIB
213
First Interstate Bank
Montana
$61K
CFA
214
Carroll Financial Associates
North Carolina
$60K +$11.4K +110 +23%
OC
215
Oakworth Capital
Alabama
$58K
VFA
216
Valeo Financial Advisors
Indiana
$56K
AF
217
Advisornet Financial
Minnesota
$55K -$3.42K -33 -6%
CBT
218
Capital Bank & Trust
California
$46K
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$46K +$46.6K +450 New
BCMIO
220
Beacon Capital Management Inc (Ohio)
Ohio
$44K -$103 -1 -0.2%
EK
221
Evensky & Katz
Florida
$42K
CT
222
Caldwell Trust
Florida
$40.2K +$40.8K +394 New
RCA
223
Ranch Capital Advisors
Florida
$39K +$39.3K +380 New
APWM
224
Atlas Private Wealth Management
New York
$39K +$39.4K +381 New
QCMC
225
Quantum Capital Management (California)
California
$36K -$147K -1,425 -80%

RWR Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2019, worth a combined $1.98B — down 5.4% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RWR positions and 25 closed out — a net gain of 28 holders — while 75 added to existing stakes and 82 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $30.6M. The largest seller was State Street, cutting an estimated $52.1M.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2019, up from 254 in Q3 2019.
  • Funds reported $1.98B of State Street SPDR Dow Jones REIT ETF stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2019 and 25 closed out, a net change of +28 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2019 was Truist Financial, an estimated $30.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2019 was State Street, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2019.