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State Street SPDR Dow Jones REIT ETF

261 hedge funds and large institutions have $1.23B invested in State Street SPDR Dow Jones REIT ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 63

2% more funds holding

Funds holding: 256261 (+5)

4% less capital invested

Capital invested by funds: $1.28B → $1.23B (-$48.2M)

6.88% less ownership

Funds ownership: 72.58%65.7% (-6.9%)

95% less call options, than puts

Call options by funds: $89K | Put options by funds: $1.83M

Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
81
Reduced
63
Closed
26
Calls
$89K
Puts
$1.83M
Net Calls
-$1.74M
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$10.9K
FFA
227
Farther Finance Advisors
California
$10.7K +$7.71K +74 +218%
AWM
228
Aberdeen Wealth Management
Illinois
$10.4K
KWAG
229
Kiely Wealth Advisory Group
North Carolina
$10.1K
LFA
230
LGT Financial Advisors
Texas
$9.98K +$208 +2 +2%
SSB
231
Sandy Spring Bank
Maryland
$9.79K
FP
232
Financial Perspectives
Minnesota
$8.9K
AWM
233
Avior Wealth Management
Nebraska
$8.48K +$104 +1 +1%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$8K +$3.02K +29 +62%
EWM
235
EPG Wealth Management
Georgia
$7.91K
CWM
236
Copia Wealth Management
Oregon
$7.81K +$8.22K +79 New
MG
237
Mather Group
Illinois
$7.71K
SAM
238
Smartleaf Asset Management
Massachusetts
$7.6K +$7.71K +74 +2,467%
CBT
239
Crews Bank & Trust
Florida
$7.42K +$7.81K +75 New
AF
240
Allworth Financial
California
$6.91K +$729 +7 +11%
FWM
241
FSA Wealth Management
Massachusetts
$6.33K
PFBT
242
Parkside Financial Bank & Trust
Missouri
$5.93K
WWM
243
Wolff Wiese Magana
California
$4.35K
IRC
244
Investors Research Corp
Georgia
$4.35K +$312 +3 +7%
RFG
245
REAP Financial Group
Texas
$3.93K -$1.77K -17 -30%
GJIA
246
Glass Jacobson Investment Advisors
Maryland
$3.16K +$208 +2 +7%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$3.06K
MCM
248
Manchester Capital Management
Vermont
$2.97K
MCM
249
Mainstream Capital Management
California
$2.57K +$2.71K +26 New
CFD
250
Creative Financial Designs
Indiana
$1.58K

RWR Hedge Fund Activity: Q4 2024 in Review

261 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2024, worth a combined $1.23B — down 3.8% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new RWR positions and 26 closed out — a net gain of 11 holders — while 81 added to existing stakes and 63 trimmed.

The largest buyer was Charles Schwab, adding an estimated $59.1M. The largest seller was Morgan Stanley, cutting an estimated $60.6M.

  • 261 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2024, up from 256 in Q3 2024.
  • Funds reported $1.23B of State Street SPDR Dow Jones REIT ETF stock for Q4 2024, down 3.8% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2024 and 26 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2024 was Charles Schwab, an estimated $59.1M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2024 was Morgan Stanley, an estimated $60.6M sold.

Based on aggregated 13F filings for Q4 2024.