We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

247 hedge funds and large institutions have $1.01B invested in State Street SPDR Dow Jones REIT ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.26% less ownership

Funds ownership: 73.4%69.14% (-4.3%)

5% less capital invested

Capital invested by funds: $1.06B → $1.01B (-$55.8M)

8% less funds holding

Funds holding: 268247 (-21)

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

42% less call options, than puts

Call options by funds: $848K | Put options by funds: $1.45M

54% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 37

Holders
247
Holders Change
-21
Holders Change %
-7.84%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
70
Reduced
84
Closed
37
Calls
$848K
Puts
$1.45M
Net Calls
-$603K
Net Calls Change
-$279K
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
251
Lake Street Advisors Group
New Hampshire
-$757K -7,942 Closed
Balyasny Asset Management
252
Balyasny Asset Management
Illinois
-$487K -5,111 Closed
WWG
253
West Wealth Group
California
-$443K -4,652 Closed
FCI
254
Financial Counselors Inc
Kansas
-$413K -4,338 Closed
ES
255
Eagle Strategies
New York
-$360K -3,776 Closed
MW
256
Marcum Wealth
Ohio
-$337K -3,532 Closed
HW
257
Hancock Whitney
Mississippi
-$306K -3,213 Closed
PAS
258
Park Avenue Securities
New York
-$301K -3,156 Closed
Jane Street
259
Jane Street
New York
-$263K -2,763 Closed
IA
260
IFG Advisory
Georgia
-$249K -2,616 Closed
ASBI
261
American State Bank (Iowa)
Iowa
-$123K -1,287 Closed
BNP Paribas Financial Markets
262
BNP Paribas Financial Markets
France
-$112K -1,170 Closed
ASN
263
Advisory Services Network
Georgia
-$89.3K -937 Closed
BCMIO
264
Beacon Capital Management Inc (Ohio)
Ohio
-$31.6K -332 Closed
Cohen & Steers
265
Cohen & Steers
New York
-$30K -316 Closed
GFPC
266
Global Financial Private Client
Florida
-$27.8K -292 Closed
FPFS
267
First Personal Financial Services
North Carolina
-$19.3K -202 Closed
CG
268
Cutler Group
California
-$19K -200 Closed
FDCP
269
Foster Dykema Cabot & Partners
Massachusetts
-$19.1K -200 Closed
CFFP
270
Center for Financial Planning
Michigan
-$18.1K -190 Closed
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
-$11.9K -125 Closed
OC
272
Oakworth Capital
Alabama
-$9.53K -100 Closed
TSW
273
Thompson Siegel & Walmsley
Virginia
-$8K -85 Closed
FCAS
274
First Command Advisory Services
Texas
-$7.72K -81 Closed
IRAG
275
Investment Research & Advisory Group
Georgia
-$5.24K -55 Closed

RWR Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2024, worth a combined $1.01B — down 5.2% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of RWR and 17 opened new positions — a net loss of 20 holders — while 84 trimmed existing stakes and 70 added.

The largest buyer was Millennium Management, adding an estimated $32.8M. The largest seller was Morgan Stanley, cutting an estimated $90.7M.

  • 247 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2024, down from 268 in Q4 2023.
  • Funds reported $1.01B of State Street SPDR Dow Jones REIT ETF stock for Q1 2024, down 5.2% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2024 and 37 closed out, a net change of -20 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2024 was Millennium Management, an estimated $32.8M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2024 was Morgan Stanley, an estimated $90.7M sold.

Based on aggregated 13F filings for Q1 2024.