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State Street SPDR Dow Jones REIT ETF

243 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

2.52% more ownership

Funds ownership: 72.05%74.57% (+2.5%)

9% less funds holding

Funds holding: 268243 (-25)

13% less capital invested

Capital invested by funds: $1.26B → $1.09B (-$169M)

36% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 90

68% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $455K

Holders
243
Holders Change
-25
Holders Change %
-9.33%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
11
Increased
58
Reduced
90
Closed
34
Calls
Puts
$455K
Net Calls
-$455K
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
201
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K +$17.1K +175 New
CT
202
Caldwell Trust
Florida
$12.6K
M
203
MOTCO
Texas
$12K
SWA
204
SOA Wealth Advisors
New York
$12K
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$11.4K +$10.3M +105,650 +679%
RIA
206
Realta Investment Advisors
Delaware
$11K +$13.1K +134 New
FFA
207
Founders Financial Alliance
North Carolina
$10K -$24K -246 -68%
RCM
208
Raleigh Capital Management
North Carolina
$10K -$6.24K -64 -36%
JHCP
209
Jackson Hole Capital Partners
Oklahoma
$10K
LFG
210
Larson Financial Group
Missouri
$10K +$98 +1 +0.9%
AWM
211
Aberdeen Wealth Management
Illinois
$9K
AIL
212
AGF Investments LLC
Ontario, Canada
$9K +$1.56K +16 +18%
SSB
213
Sandy Spring Bank
Maryland
$8K -$17.1K -175 -64%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$8K -$6.83K -70 -42%
BTI
215
Blue Trust Inc
Georgia
$8K
FP
216
Financial Perspectives
Minnesota
$7.58K
FMP
217
Financial Management Professionals
Texas
$7K -$113K -1,162 -93%
CPFP
218
Clear Perspectives Financial Planning
Ohio
$7K
TSW
219
Thompson Siegel & Walmsley
Virginia
$7K
EWM
220
EPG Wealth Management
Georgia
$7K +$7.8K +80 New
William Blair & Company
221
William Blair & Company
Illinois
$6K -$203K -2,081 -97%
ME
222
McIlrath & Eck
Washington
$6K
CIAS
223
Capital Investment Advisory Services
North Carolina
$5K
PFBT
224
Parkside Financial Bank & Trust
Missouri
$5K
MCM
225
Manchester Capital Management
Vermont
$4K -$60.5K -620 -93%

RWR Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2022, worth a combined $1.09B — down 13% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of RWR and 11 opened new positions — a net loss of 23 holders — while 90 trimmed existing stakes and 58 added.

The largest buyer was Bank of America, adding an estimated $13.1M. The largest seller was Northern Trust, cutting an estimated $13.5M.

  • 243 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2022, down from 268 in Q2 2022.
  • Funds reported $1.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2022 and 34 closed out, a net change of -23 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2022 was Bank of America, an estimated $13.1M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2022 was Northern Trust, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2022.