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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
JHCP
201
Jackson Hole Capital Partners
Oklahoma
$12K
LFG
202
Larson Financial Group
Missouri
$12K +$102 +1 +0.9%
BFC
203
Bedel Financial Consulting
Indiana
$10K
FFA
204
Founders Financial Alliance
North Carolina
$10K
MIM
205
MTM Investment Management
South Carolina
$10K
CG
206
Cutler Group
California
$10K +$9.22K +90 +900%
FP
207
Financial Perspectives
Minnesota
$9.44K -$863K -8,430 -99%
TSW
208
Thompson Siegel & Walmsley
Virginia
$9K
CPFP
209
Clear Perspectives Financial Planning
Ohio
$8K
JCM
210
Jacobi Capital Management
Pennsylvania
$8K
ME
211
McIlrath & Eck
Washington
$8K
CIAS
212
Capital Investment Advisory Services
North Carolina
$7K
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$7K
AIL
214
AGF Investments LLC
Ontario, Canada
$6K
AF
215
Allworth Financial
California
$6K
PFBT
216
Parkside Financial Bank & Trust
Missouri
$6K
CFD
217
Creative Financial Designs
Indiana
$5K +$2.56K +25 +132%
LWM
218
Liberty Wealth Management
California
$5K +$5.22K +51 New
HI
219
Hudock Inc
Pennsylvania
$3K -$307 -3 -9%
EW
220
Evoke Wealth
California
$3K
Kayne Anderson Rudnick Investment Management
221
Kayne Anderson Rudnick Investment Management
California
$3K
RIA
222
RPG Investment Advisory
California
$3K
EWM
223
Endurance Wealth Management
Rhode Island
$2K
MAM
224
McCarthy Asset Management
California
$2K
RIM
225
Rockbridge Investment Management
New York
$2K

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.