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State Street SPDR Dow Jones REIT ETF

251 hedge funds and large institutions have $982M invested in State Street SPDR Dow Jones REIT ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

2% more funds holding

Funds holding: 247251 (+4)

0.56% more ownership

Funds ownership: 69.14%69.7% (+0.56%)

3% less capital invested

Capital invested by funds: $1.01B → $982M (-$25.2M)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

97% less call options, than puts

Call options by funds: $65K | Put options by funds: $2.13M

Holders
251
Holders Change
+4
Holders Change %
+1.62%
% of All Funds
3.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
72
Reduced
80
Closed
19
Calls
$65K
Puts
$2.13M
Net Calls
-$2.07M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.31M -$634K -6,992 -13%
EH
27
Equitable Holdings
New York
$4.2M +$210K +2,314 +5%
CA
28
Clearstead Advisors
Ohio
$4.01M +$4.44K +49 +0.1%
FWP
29
Falcon Wealth Planning
California
$3.84M -$2.9K -32 -0.1%
ECM
30
Evergreen Capital Management
Washington
$3.76M +$205K +2,264 +6%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.51M +$138K +1,524 +4%
JP Morgan Chase
32
JP Morgan Chase
New York
$3.43M -$228K -2,509 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.37M -$122K -1,343 -4%
R
34
Rebalance
California
$3.26M +$13.1K +144 +0.4%
AssetMark Inc
35
AssetMark Inc
California
$2.7M +$23.4K +258 +0.9%
SMC
36
Smith, Moore & Co
Missouri
$2.64M +$3.72K +41 +0.1%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$2.55M -$209K -2,309 -8%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$2.35M +$113K +1,243 +5%
RFA
39
RTD Financial Advisors
Pennsylvania
$2.29M -$44.8K -494 -2%
PFM
40
Phillips Financial Management
Indiana
$2.29M +$91 +1 +0%
AFA
41
American Financial Advisors
Georgia
$2.02M -$15.4K -170 -0.8%
GWM
42
Geneos Wealth Management
Colorado
$2.02M +$104K +1,145 +6%
TC
43
Trilogy Capital
California
$1.97M +$319K +3,513 +20%
KAS
44
Kestra Advisory Services
Texas
$1.88M +$38.6K +426 +2%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.8M -$7.26K -80 -0.4%
RJA
46
Raymond James & Associates
Florida
$1.79M +$243K +2,682 +16%
CHC
47
City Holding Co
West Virginia
$1.66M -$58K -640 -3%
AW
48
Avion Wealth
Texas
$1.66M -$157K -1,729 -9%
OFG
49
Omega Financial Group
California
$1.61M +$6.53K +72 +0.4%
M&T Bank
50
M&T Bank
New York
$1.42M -$216K -2,380 -13%

RWR Hedge Fund Activity: Q2 2024 in Review

251 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2024, worth a combined $982M — down 2.5% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWR positions and 19 closed out — a net gain of 10 holders — while 72 added to existing stakes and 80 trimmed.

The largest buyer was Mason Street Advisors, opening a new position worth an estimated $33.6M. The largest seller was Ameriprise, cutting an estimated $19.6M.

  • 251 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2024, up from 247 in Q1 2024.
  • Funds reported $982M of State Street SPDR Dow Jones REIT ETF stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2024 and 19 closed out, a net change of +10 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2024 was Mason Street Advisors, an estimated $33.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2024 was Ameriprise, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2024.