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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
CFG
26
Citizens Financial Group
Rhode Island
$5.82M -$279K -2,754 -5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$5.22M -$27K -267 -0.5%
CA
28
Clearstead Advisors
Ohio
$4.85M +$236K +2,327 +5%
Osaic Holdings
29
Osaic Holdings
Arizona
$4.59M +$539K +5,330 +14%
ECM
30
Evergreen Capital Management
Washington
$4.44M +$132K +1,300 +3%
FWP
31
Falcon Wealth Planning
California
$4.35M -$46.8K -462 -1%
JP Morgan Chase
32
JP Morgan Chase
New York
$3.99M +$53.6K +530 +1%
AWM
33
Adams Wealth Management
Utah
$3.78M +$3.58M +35,400 New
CI
34
CacheTech Inc
Utah
$3.78M +$3.58M +35,400 New
R
35
Rebalance
California
$3.69M -$43.1K -426 -1%
EH
36
Equitable Holdings
New York
$3.18M -$1.55M -15,309 -34%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$3.12M +$32.3K +319 +1%
SMC
38
Smith, Moore & Co
Missouri
$3.03M +$4.05K +40 +0.1%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$2.93M +$7.08K +70 +0.3%
AssetMark Inc
40
AssetMark Inc
California
$2.89M -$201K -1,983 -7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.85M -$957K -9,451 -26%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$2.67M -$25.4K -251 -1%
Citadel Advisors
43
Citadel Advisors
Florida
$2.6M +$2.29M +22,617 +1,323%
GWM
44
Geneos Wealth Management
Colorado
$2.58M +$247K +2,440 +11%
PFM
45
Phillips Financial Management
Indiana
$2.56M -$58.6K -579 -2%
TC
46
Trilogy Capital
California
$2.39M +$117K +1,154 +5%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.33M +$1.13M +11,192 +105%
AFA
48
American Financial Advisors
Georgia
$2.3M -$17.3K -171 -0.8%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$2.04M -$21.5K -212 -1%
KAS
50
Kestra Advisory Services
Texas
$1.99M -$156K -1,540 -8%

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.