We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

216 hedge funds and large institutions have $2.06B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $703K

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

9% more funds holding

Funds holding: 198216 (+18)

0.94% more ownership

Funds ownership: 72.11%73.05% (+0.94%)

0% less capital invested

Capital invested by funds: $2.07B → $2.06B (-$5.53M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

41% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 75

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
4.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
41
Increased
44
Reduced
75
Closed
23
Calls
$1.74M
Puts
$703K
Net Calls
+$1.04M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$507M +$18M +192,147 +4%
Northern Trust
2
Northern Trust
Illinois
$321M -$11.4M -121,895 -3%
Wells Fargo
3
Wells Fargo
California
$307M -$30M -320,725 -9%
Goldman Sachs
4
Goldman Sachs
New York
$139M +$610K +6,525 +0.4%
Bank of America
5
Bank of America
North Carolina
$102M -$7.08M -75,745 -7%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$83.5M +$180K +1,927 +0.2%
CSIA
7
Charles Schwab Investment Advisory
California
$72.6M +$1.45M +15,540 +2%
BlackRock
8
BlackRock
New York
$45.1M +$9.94M +106,231 +28%
State Street
9
State Street
Massachusetts
$39.5M -$10M -107,031 -20%
SB
10
Suntrust Banks
Georgia
$25M +$861K +9,209 +4%
JP Morgan Chase
11
JP Morgan Chase
New York
$24.5M +$1.91M +20,453 +8%
Morgan Stanley
12
Morgan Stanley
New York
$24.5M -$2.54M -27,163 -9%
Creative Planning
13
Creative Planning
Kansas
$23.9M -$416K -4,452 -2%
AssetMark Inc
14
AssetMark Inc
California
$22.4M +$261K +2,786 +1%
MML Investors Services
15
MML Investors Services
Massachusetts
$20.2M -$1.46M -15,584 -7%
Ameriprise
16
Ameriprise
Minnesota
$20M +$2.02M +21,630 +11%
Franklin Resources
17
Franklin Resources
California
$18.5M -$2.62K -28 -0%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$16.8M +$926K +9,903 +6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$13.3M +$1.47M +15,748 +12%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$13M -$194K -2,069 -1%
UCFA
21
United Capital Financial Advisors
Texas
$11M +$1.16M +12,395 +12%
CAI
22
Capital Advisors Inc
Oklahoma
$10.9M +$10.9M +116,784 New
M&T Bank
23
M&T Bank
New York
$10.4M -$403K -4,311 -4%
AA
24
Alesco Advisors
New York
$8.49M -$270K -2,885 -3%
GFPC
25
Global Financial Private Capital
Florida
$7.63M +$559K +5,972 +8%

RWR Hedge Fund Activity: Q4 2017 in Review

216 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2017, worth a combined $2.06B — down 0.27% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RWR positions and 23 closed out — a net gain of 18 holders — while 44 added to existing stakes and 75 trimmed.

The largest buyer was TIAA FSB, adding an estimated $18M. The largest seller was Wells Fargo, cutting an estimated $30M.

  • 216 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2017, up from 198 in Q3 2017.
  • Funds reported $2.06B of State Street SPDR Dow Jones REIT ETF stock for Q4 2017, down 0.27% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2017 and 23 closed out, a net change of +18 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2017 was TIAA FSB, an estimated $18M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2017 was Wells Fargo, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2017.