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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
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$3.96M -$119K -1,282 -3%
CA
27
Clearstead Advisors
Ohio
$3.93M +$2.7K +29 +0.1%
FWP
28
Falcon Wealth Planning
California
$3.89M -$107K -1,147 -3%
JP Morgan Chase
29
JP Morgan Chase
New York
$3.71M +$644K +6,923 +21%
Citadel Advisors
30
Citadel Advisors
Florida
$3.63M +$2.74M +29,506 +326%
ECM
31
Evergreen Capital Management
Washington
$3.59M +$271K +2,916 +8%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.54M -$6.48M -69,719 -65%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.41M -$664K -7,134 -16%
R
34
Rebalance
California
$3.29M -$98.4K -1,058 -3%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$2.8M -$536K -5,759 -16%
AssetMark Inc
36
AssetMark Inc
California
$2.71M -$729K -7,839 -21%
SMC
37
Smith, Moore & Co
Missouri
$2.66M -$24.2K -260 -0.9%
RFA
38
RTD Financial Advisors
Pennsylvania
$2.37M -$15.3K -164 -0.6%
PFM
39
Phillips Financial Management
Indiana
$2.32M +$1.02K +11 +0%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$2.26M -$7.53K -81 -0.3%
AFA
41
American Financial Advisors
Georgia
$2.06M -$13.3K -143 -0.6%
GWM
42
Geneos Wealth Management
Colorado
$1.94M +$308K +3,307 +19%
KAS
43
Kestra Advisory Services
Texas
$1.86M -$126K -1,351 -6%
AW
44
Avion Wealth
Texas
$1.84M +$42.2K +454 +2%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.83M -$577K -6,199 -24%
ACP
46
Aveo Capital Partners
Colorado
$1.81M -$21.7K -233 -1%
CHC
47
City Holding Co
West Virginia
$1.75M -$23.3K -250 -1%
TC
48
Trilogy Capital
California
$1.67M +$482K +5,184 +41%
M&T Bank
49
M&T Bank
New York
$1.66M
OFG
50
Omega Financial Group
California
$1.63M -$108K -1,156 -6%

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.