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State Street SPDR Dow Jones REIT ETF

251 hedge funds and large institutions have $982M invested in State Street SPDR Dow Jones REIT ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

2% more funds holding

Funds holding: 247251 (+4)

0.56% more ownership

Funds ownership: 69.14%69.7% (+0.56%)

3% less capital invested

Capital invested by funds: $1.01B → $982M (-$25.2M)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

97% less call options, than puts

Call options by funds: $65K | Put options by funds: $2.13M

Holders
251
Holders Change
+4
Holders Change %
+1.62%
% of All Funds
3.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
72
Reduced
80
Closed
19
Calls
$65K
Puts
$2.13M
Net Calls
-$2.07M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$6.19K -$181 -2 -3%
KFS
227
Kelly Financial Services
Massachusetts
$6.09K +$91 +1 +2%
PFBT
228
Parkside Financial Bank & Trust
Missouri
$5.59K
RFG
229
REAP Financial Group
Texas
$5.3K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$5K -$2.18K -24 -32%
WWM
231
Wolff Wiese Magana
California
$4.1K +$3.99K +44 New
APC
232
Aspire Private Capital
North Carolina
$4.1K +$272 +3 +7%
IRC
233
Investors Research Corp
Georgia
$3.72K +$91 +1 +3%
HIA
234
Harbor Investment Advisory
Maryland
$2.98K
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$2.89K
GJIA
236
Glass Jacobson Investment Advisors
Maryland
$2.79K
MCM
237
Manchester Capital Management
Vermont
$2.79K
PA
238
Parallel Advisors
California
$2.14K
SPIA
239
Steward Partners Investment Advisory
New York
$2.14K
CAL
240
Capital Advisors Ltd
Ohio
$2K
CP
241
Castleview Partners
Texas
$1.96K -$91 -1 -5%
CFD
242
Creative Financial Designs
Indiana
$1.49K
EW
243
Element Wealth
Mississippi
$1.49K +$1.45K +16 New
IAIM
244
International Assets Investment Management
Florida
$745 +$726 +8 New
FFA
245
Frazier Financial Advisors
Ohio
$587
MWM
246
Mascoma Wealth Management
New Hampshire
$466 +$454 +5 New
SAM
247
Smartleaf Asset Management
Massachusetts
$460 +$181 +2 +67%
DFA
248
DHJJ Financial Advisors
Illinois
$187
GWANC
249
Guardian Wealth Advisors (North Carolina)
North Carolina
$186
HWP
250
Highline Wealth Partners
California
$133 -$13.1K -144 -99%

RWR Hedge Fund Activity: Q2 2024 in Review

251 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2024, worth a combined $982M — down 2.5% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWR positions and 19 closed out — a net gain of 10 holders — while 72 added to existing stakes and 80 trimmed.

The largest buyer was Mason Street Advisors, opening a new position worth an estimated $33.6M. The largest seller was Ameriprise, cutting an estimated $19.6M.

  • 251 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2024, up from 247 in Q1 2024.
  • Funds reported $982M of State Street SPDR Dow Jones REIT ETF stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2024 and 19 closed out, a net change of +10 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2024 was Mason Street Advisors, an estimated $33.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2024 was Ameriprise, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2024.