We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

278 hedge funds and large institutions have $1.57B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $1.39B → $1.57B (+$177M)

8% more funds holding

Funds holding: 257278 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.65% less ownership

Funds ownership: 76.03%72.39% (-3.6%)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

18% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.29M

Holders
278
Holders Change
+21
Holders Change %
+8.17%
% of All Funds
4.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
70
Reduced
80
Closed
26
Calls
$1.06M
Puts
$1.29M
Net Calls
-$231K
Net Calls Change
+$326K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$81K +$55.7K +484 +272%
HWA
202
Heritage Wealth Advisors
Virginia
$74K
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K
OC
204
Oakworth Capital
Alabama
$67K
ACA
205
Atlas Capital Advisors
Wyoming
$52.5K -$11.4K -99 -19%
LWP
206
Laurel Wealth Planning
Minnesota
$49K
PCMC
207
Paragon Capital Management (Colorado)
Colorado
$49K +$46.1K +400 New
MAWCM
208
Mine & Arao Wealth Creation & Management
California
$46K +$13.5K +117 +46%
BCMIO
209
Beacon Capital Management Inc (Ohio)
Ohio
$44K -$346 -3 -0.8%
CFGS
210
Concourse Financial Group Securities
Alabama
$44K +$2.42K +21 +6%
DSC
211
Duncker Streett & Co
Missouri
$43K
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$42K -$31.7K -275 -44%
SWM
213
Spire Wealth Management
Virginia
$42K
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$41K
CFA
215
Carroll Financial Associates
North Carolina
$39K
CFFP
216
Center for Financial Planning
Michigan
$37K
CTB
217
Country Trust Bank
Illinois
$36K
BA
218
Bivin & Associates
Oklahoma
$36K +$33.9K +294 New
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$32K +$29.8K +259 New
CA
220
CoreCap Advisors
Michigan
$32K +$29.8K +259 New
AWM
221
Accel Wealth Management
Iowa
$31K +$29.5K +256 New
CA
222
Cornerstone Advisory
Maryland
$26K +$24.2K +210 New
FPFS
223
First Personal Financial Services
North Carolina
$25K
MPCG
224
Matrix Private Capital Group
New York
$24K
ACA
225
Aptus Capital Advisors
Alabama
$23K

RWR Hedge Fund Activity: Q4 2021 in Review

278 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2021, worth a combined $1.57B — up 13% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RWR positions and 26 closed out — a net gain of 24 holders — while 70 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab, adding an estimated $20.4M. The largest seller was Morgan Stanley, cutting an estimated $89.6M.

  • 278 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2021, up from 257 in Q3 2021.
  • Funds reported $1.57B of State Street SPDR Dow Jones REIT ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2021 and 26 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2021 was Charles Schwab, an estimated $20.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2021 was Morgan Stanley, an estimated $89.6M sold.

Based on aggregated 13F filings for Q4 2021.