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State Street SPDR Dow Jones REIT ETF

255 hedge funds and large institutions have $1.12B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

5% more funds holding

Funds holding: 243255 (+12)

3% more capital invested

Capital invested by funds: $1.09B → $1.12B (+$33.7M)

0.8% more ownership

Funds ownership: 74.57%75.37% (+0.8%)

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

95% less call options, than puts

Call options by funds: $35K | Put options by funds: $674K

Holders
255
Holders Change
+12
Holders Change %
+4.94%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
39
Increased
63
Reduced
74
Closed
22
Calls
$35K
Puts
$674K
Net Calls
-$639K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
201
Grove Bank & Trust
Florida
$21K +$21.5K +245 New
CA
202
CoreCap Advisors
Michigan
$20.7K +$20.9K +238 New
ASN
203
Advisory Services Network
Georgia
$20K +$20.1K +230 New
LFA
204
LGT Financial Advisors
Texas
$20K +$20.1K +229 New
SPIA
205
Steward Partners Investment Advisory
New York
$19.3K -$1.14K -13 -6%
OWA
206
One Wealth Advisors
California
$18.3K +$18.4K +210 New
RTL
207
Red Tortoise LLC
Georgia
$18.1K +$18.2K +208 New
FPFS
208
First Personal Financial Services
North Carolina
$17.6K
DSC
209
Duncker Streett & Co
Missouri
$17.4K
MPCG
210
Matrix Private Capital Group
New York
$17.4K
AWM
211
Accurate Wealth Management
Florida
$17.4K +$17.2K +196 New
CFFP
212
Center for Financial Planning
Michigan
$16.6K
JFGIW
213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.3K
CT
214
Caldwell Trust
Florida
$13.1K
SWA
215
SOA Wealth Advisors
New York
$12.6K
M
216
MOTCO
Texas
$11.9K
LFG
217
Larson Financial Group
Missouri
$10.4K +$88 +1 +0.8%
FFA
218
Founders Financial Alliance
North Carolina
$10.3K
RCM
219
Raleigh Capital Management
North Carolina
$10.2K +$88 +1 +0.9%
JHCP
220
Jackson Hole Capital Partners
Oklahoma
$10K
NA
221
NewEdge Advisors
Louisiana
$9.35K +$31.9K +364 New
AWM
222
Aberdeen Wealth Management
Illinois
$9.15K
OC
223
Oakworth Capital
Alabama
$8.71K -$35K -400 -80%
SSB
224
Sandy Spring Bank
Maryland
$8.63K
FP
225
Financial Perspectives
Minnesota
$7.84K

RWR Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2022, worth a combined $1.12B — up 3.1% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RWR positions and 22 closed out — a net gain of 17 holders — while 63 added to existing stakes and 74 trimmed.

The largest buyer was Northern Trust, adding an estimated $31.2M. The largest seller was Morgan Stanley, cutting an estimated $23M.

  • 255 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2022, up from 243 in Q3 2022.
  • Funds reported $1.12B of State Street SPDR Dow Jones REIT ETF stock for Q4 2022, up 3.1% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2022 and 22 closed out, a net change of +17 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2022 was Northern Trust, an estimated $31.2M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2022 was Morgan Stanley, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2022.