We are live on ! Find out more
RWR icon

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
KWM
251
Kiker Wealth Management
Georgia
$1.38K +$1.46K +14 New
Q1WB
252
Quest 10 Wealth Builders
Virginia
$1.28K +$1.35K +13 New
HNW
253
High Note Wealth
Minnesota
$989 +$1.04K +10 New
KIM
254
Kestra Investment Management
Texas
$791 +$833 +8 New
FFA
255
Frazier Financial Advisors
Ohio
$754 +$208 +2 +33%
MWM
256
Mascoma Wealth Management
New Hampshire
$494
TRCT
257
Tower Research Capital (TRC)
New York
$297 +$312 +3 New
NS
258
NBC Securities
Alabama
$211 -$24.6K -236 -99%
DFA
259
DHJJ Financial Advisors
Illinois
$198
GWANC
260
Guardian Wealth Advisors (North Carolina)
North Carolina
$198
GFPC
261
Global Financial Private Client
Florida
$99
N
262
Natixis
France
$99
Millennium Management
263
Millennium Management
New York
-$27.1M -253,771 Closed
CAI
264
Capital Advisors Inc
Oklahoma
-$9.39M -87,944 Closed
BFWM
265
Bright Futures Wealth Management
New York
-$1.06M -10,104 Closed
AGP
266
Autumn Glory Partners
Texas
-$624K -5,850 Closed
NWA
267
Navis Wealth Advisors
New York
-$359K -3,365 Closed
KWM
268
Kingsview Wealth Management
Oregon
-$322K -3,013 Closed
CF
269
Convergence Financial
Missouri
-$238K -2,228 Closed
DTL
270
Dynamic Technology Lab
Singapore
-$225K -2,110 Closed
CCFM
271
Clear Creek Financial Management
Washington
-$221K -2,075 Closed
PTC
272
Philadelphia Trust Company
Pennsylvania
-$216K -2,023 Closed
KFC
273
Klingenstein Fields & Co
New York
-$215K -2,015 Closed
SP
274
Stablepoint Partners
Massachusetts
-$213K -2,000 Closed
WPWM
275
Windward Private Wealth Management
Kansas
-$209K -1,962 Closed

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.