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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
PWA
251
Provenance Wealth Advisors
Florida
$427 +$405 +4 New
SAM
252
Smartleaf Asset Management
Massachusetts
$317 -$202 -2 -40%
DFA
253
DHJJ Financial Advisors
Illinois
$214
GWANC
254
Guardian Wealth Advisors (North Carolina)
North Carolina
$213
GFPC
255
Global Financial Private Client
Florida
$107
N
256
Natixis
France
$107
CMP
257
Coston McIsaac & Partners
Maine
$86
PG
258
Prostatis Group
Maryland
-$902K -9,685 Closed
D.E. Shaw & Co
259
D.E. Shaw & Co
New York
-$810K -8,702 Closed
FAIM
260
Financial Advocates Investment Management
Washington
-$558K -5,997 Closed
TCM
261
TD Capital Management
Tennessee
-$490K -5,259 Closed
IA
262
IFG Advisory
Georgia
-$230K -2,468 Closed
TRCT
263
Tower Research Capital (TRC)
New York
-$53.5K -575 Closed
LIA
264
Lynx Investment Advisory
District of Columbia
-$53.4K -573 Closed
LWCFA
265
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$40.9K -416 Closed
FHA
266
First Horizon Advisors
Tennessee
-$36.5K -392 Closed
TSWM
267
Tyler-Stone Wealth Management
Ohio
-$26.3K -282 Closed
WIA
268
Wetzel Investment Advisors
Indiana
-$14.7K -156 Closed
RI
269
Ridgewood Investments
New Jersey
-$9.46K -102 Closed
KFS
270
Kelly Financial Services
Massachusetts
-$6.09K -65 Closed
HIA
271
Harbor Investment Advisory
Maryland
-$2.98K -32 Closed
PA
272
Parallel Advisors
California
-$2.14K -23 Closed
CP
273
Castleview Partners
Texas
-$1.96K -21 Closed
EW
274
Element Wealth
Mississippi
-$1.49K -16 Closed
IAIM
275
International Assets Investment Management
Florida
-$745 -8 Closed

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.