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State Street SPDR Dow Jones REIT ETF

238 hedge funds and large institutions have $841M invested in State Street SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $435K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

0.88% more ownership

Funds ownership: 65.84%66.72% (+0.88%)

1% more funds holding

Funds holding: 236238 (+2)

5% less capital invested

Capital invested by funds: $888M → $841M (-$47M)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
66
Reduced
79
Closed
22
Calls
$1.33M
Puts
$435K
Net Calls
+$895K
Net Calls Change
+$308K
Name Holding Trade Value Shares
Change
Change in
Stake
APC
201
Aspire Private Capital
North Carolina
$14.4K -$719 -8 -4%
HL
202
HeadInvest LLC
Maine
$14.3K +$15.7K +175 New
JFGIW
203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.7K
EWA
204
EverSource Wealth Advisors
Alabama
$13.3K
AWA
205
Alaska Wealth Advisors
Alaska
$12.9K
CT
206
Caldwell Trust
Florida
$12.4K
M
207
MOTCO
Texas
$11.4K
LFG
208
Larson Financial Group
Missouri
$10.1K +$90 +1 +0.8%
KFS
209
Kelly Financial Services
Massachusetts
$9.9K +$809 +9 +8%
JHCP
210
Jackson Hole Capital Partners
Oklahoma
$9.54K
OC
211
Oakworth Capital
Alabama
$8.29K
SSB
212
Sandy Spring Bank
Maryland
$8.21K
FP
213
Financial Perspectives
Minnesota
$7.46K
TSW
214
Thompson Siegel & Walmsley
Virginia
$7K
EWM
215
EPG Wealth Management
Georgia
$6.63K
CA
216
Crewe Advisors
Utah
$5.81K
William Blair & Company
217
William Blair & Company
Illinois
$5.56K
FCAS
218
First Command Advisory Services
Texas
$5.39K +$5.84K +65 New
PFBT
219
Parkside Financial Bank & Trust
Missouri
$4.98K
AFS
220
Annapolis Financial Services
Maryland
$3.98K
FFA
221
Farther Finance Advisors
California
$3.4K -$1.35K -15 -27%
RLIM
222
Red Lighthouse Investment Management
New York
$3.4K
OP
223
ORG Partners
Indiana
$3.4K
MCM
224
Manchester Capital Management
Vermont
$3.32K
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$3.07K

RWR Hedge Fund Activity: Q3 2023 in Review

238 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2023, worth a combined $841M — down 5.3% from $888M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWR positions and 22 closed out — a net gain of 7 holders — while 66 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $8.85M. The largest seller was Luken Investment Analytics, exiting entirely with an estimated $8.63M sold.

  • 238 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2023, up from 236 in Q2 2023.
  • Funds reported $841M of State Street SPDR Dow Jones REIT ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2023 and 22 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2023 was BlackRock, an estimated $8.85M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2023 was Luken Investment Analytics, an estimated $8.63M sold.

Based on aggregated 13F filings for Q3 2023.