We are live on ! Find out more
RWR icon

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
Northern Trust
1
Northern Trust
Illinois
$215M -$13.5M -138,077 -5%
Charles Schwab
2
Charles Schwab
California
$118M +$4.9M +50,278 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$88M -$2.44M -25,002 -2%
Wells Fargo
4
Wells Fargo
California
$87.8M -$5.92M -60,753 -6%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$66.5M -$1.16M -11,925 -1%
Bank of America
6
Bank of America
North Carolina
$60.2M +$13.1M +134,405 +23%
Morgan Stanley
7
Morgan Stanley
New York
$57.5M +$2.96M +30,308 +5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$48.2M +$1.07M +10,946 +2%
Truist Financial
9
Truist Financial
North Carolina
$36.1M -$2.21M -22,694 -5%
Millennium Management
10
Millennium Management
New York
$28.6M +$357K +3,661 +1%
Goldman Sachs
11
Goldman Sachs
New York
$26.1M -$1.99M -20,393 -6%
Nisa Investment Advisors
12
Nisa Investment Advisors
Missouri
$20.4M
State Street
13
State Street
Massachusetts
$16.2M -$6.28M -64,416 -25%
Creative Planning
14
Creative Planning
Kansas
$12.2M -$129K -1,320 -0.9%
PFM
15
Patton Fund Management
Texas
$11.7M -$250K -2,566 -2%
LPL Financial
16
LPL Financial
California
$10.6M -$9.16M -93,976 -43%
CI
17
CX Institutional
Indiana
$8.19M +$6.36M +65,271 +204%
PAG
18
Private Advisor Group
New Jersey
$6.35M +$216K +2,214 +3%
CCM
19
Consolidated Capital Management
California
$6.26M +$3.68M +37,722 +103%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.9M +$229K +2,345 +3%
CFG
21
Citizens Financial Group
Rhode Island
$5.51M +$71.4K +732 +1%
TRCT
22
Tower Research Capital (TRC)
New York
$5.44M +$4.52M +46,344 +254%
MML Investors Services
23
MML Investors Services
Massachusetts
$5.32M +$44.6K +457 +0.7%
GB
24
Gunma Bank
Japan
$4.63M
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$4.18M +$3.35M +34,321 +224%

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.