We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $2.3B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 86 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2B → $2.3B (+$305M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

0% less funds holding

Funds holding: 246245 (-1)

1.13% less ownership

Funds ownership: 79.85%78.72% (-1.1%)

27% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 86

Holders
245
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
5.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
63
Reduced
86
Closed
33
Calls
$693K
Puts
Net Calls
+$693K
Net Calls Change
+$608K
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$549M +$317K +3,350 +0.1%
Northern Trust
2
Northern Trust
Illinois
$265M +$1.69M +17,830 +0.7%
Wells Fargo
3
Wells Fargo
California
$226M -$15.6M -164,484 -7%
CSIA
4
Charles Schwab Investment Advisory
California
$194M -$3.82M -40,311 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$112M -$15.6M -165,034 -13%
BL
6
Balentine LLC
Georgia
$101M +$19.8M +209,007 +26%
State Street
7
State Street
Massachusetts
$100M +$23.9M +252,296 +33%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$87.2M -$1.61M -16,970 -2%
Bank of America
9
Bank of America
North Carolina
$71.3M -$17.8M -187,395 -21%
Goldman Sachs
10
Goldman Sachs
New York
$55.5M +$2.98M +31,494 +6%
PPA
11
Parametric Portfolio Associates
Washington
$52M +$713K +7,520 +1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$36.6M -$11.9M -125,486 -25%
AssetMark Inc
13
AssetMark Inc
California
$34.2M +$12.9M +136,347 +65%
Morgan Stanley
14
Morgan Stanley
New York
$29M +$675K +7,118 +2%
SB
15
Suntrust Banks
Georgia
$26.3M -$924K -9,750 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$23.6M -$80.2K -846 -0.4%
Creative Planning
17
Creative Planning
Kansas
$22.8M -$79.8K -842 -0.4%
Ameriprise
18
Ameriprise
Minnesota
$15.5M +$9.8M +103,449 +194%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$13.9M +$2.06M +21,768 +18%
UBS Group
20
UBS Group
Switzerland
$13.2M -$2.05M -21,601 -14%
AFA
21
American Financial Advisors
Georgia
$12.8M +$7.34M +77,507 +150%
Franklin Resources
22
Franklin Resources
California
$11.2M -$234K -2,470 -2%
GFPC
23
Global Financial Private Capital
Florida
$10.6M +$1.81M +19,083 +22%
TEE
24
Tibra Equities Europe
United Kingdom
$10.3M +$2.84M +30,004 +40%
MML Investors Services
25
MML Investors Services
Massachusetts
$9.84M -$14.4K -152 -0.2%

RWR Hedge Fund Activity: Q1 2019 in Review

245 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2019, worth a combined $2.3B — up 15% from $2B a quarter earlier.

Fund positioning in RWR was balanced in Q1 2019: 33 funds opened new positions, 33 closed out, 63 added to existing stakes and 86 trimmed.

The largest buyer was State Street, adding an estimated $23.9M. The largest seller was Bank of America, cutting an estimated $17.8M.

  • 245 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2019, down from 246 in Q4 2018.
  • Funds reported $2.3B of State Street SPDR Dow Jones REIT ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2019 and 33 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2019 was State Street, an estimated $23.9M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2019 was Bank of America, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2019.