We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

256 hedge funds and large institutions have $1.28B invested in State Street SPDR Dow Jones REIT ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

30% more capital invested

Capital invested by funds: $982M → $1.28B (+$297M)

2.88% more ownership

Funds ownership: 69.7%72.58% (+2.9%)

2% more funds holding

Funds holding: 251256 (+5)

8% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 78

51% less call options, than puts

Call options by funds: $1.55M | Put options by funds: $3.13M

Holders
256
Holders Change
+5
Holders Change %
+1.99%
% of All Funds
3.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
72
Reduced
78
Closed
19
Calls
$1.55M
Puts
$3.13M
Net Calls
-$1.59M
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$10.6K
KWAG
227
Kiely Wealth Advisory Group
North Carolina
$10.5K
FP
228
Financial Perspectives
Minnesota
$9.61K
AWM
229
Avior Wealth Management
Nebraska
$9.03K +$101 +1 +1%
EWM
230
EPG Wealth Management
Georgia
$8.54K +$8.1K +80 New
MG
231
Mather Group
Illinois
$8.32K -$10.1K -100 -56%
TSMHT
232
Thurston Springer Miller Herd & Titak
Indiana
$7.15K +$6.78K +67 New
FWM
233
FSA Wealth Management
Massachusetts
$6.83K +$6.48K +64 New
AF
234
Allworth Financial
California
$6.72K
PFBT
235
Parkside Financial Bank & Trust
Missouri
$6.4K
RFG
236
REAP Financial Group
Texas
$6.11K
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$5K -$506 -5 -10%
WWM
238
Wolff Wiese Magana
California
$4.7K
IRC
239
Investors Research Corp
Georgia
$4.38K +$101 +1 +3%
Simplex Trading
240
Simplex Trading
Illinois
$4K +$3.54K +35 +350%
APC
241
Aspire Private Capital
North Carolina
$3.74K -$911 -9 -20%
FFA
242
Farther Finance Advisors
California
$3.63K -$3.34K -33 -49%
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$3.23K
GJIA
244
Glass Jacobson Investment Advisors
Maryland
$3.2K
MCM
245
Manchester Capital Management
Vermont
$3.2K
CAL
246
Capital Advisors Ltd
Ohio
$2K
CFD
247
Creative Financial Designs
Indiana
$1.71K
FFA
248
Frazier Financial Advisors
Ohio
$678
MWM
249
Mascoma Wealth Management
New Hampshire
$534
RIA
250
Realta Investment Advisors
Delaware
$522 +$506 +5 New

RWR Hedge Fund Activity: Q3 2024 in Review

256 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2024, worth a combined $1.28B — up 30% from $982M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RWR positions and 19 closed out — a net gain of 9 holders — while 72 added to existing stakes and 78 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.4M. The largest seller was Goldman Sachs, cutting an estimated $8.55M.

  • 256 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2024, up from 251 in Q2 2024.
  • Funds reported $1.28B of State Street SPDR Dow Jones REIT ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2024 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2024 was Morgan Stanley, an estimated $60.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2024 was Goldman Sachs, an estimated $8.55M sold.

Based on aggregated 13F filings for Q3 2024.