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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
DIP
26
DT Investment Partners
Pennsylvania
$6.24M +$538K +5,166 +9%
RWA
27
Redhawk Wealth Advisors
Minnesota
$6.12M +$224K +2,156 +4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.81M +$1.04M +9,942 +20%
CFG
29
Citizens Financial Group
Rhode Island
$5.46M +$64.4K +619 +1%
Raymond James Financial
30
Raymond James Financial
Florida
$5M +$5.27M +50,576 New
AWM
31
Adams Wealth Management
Utah
$4.89M +$1.46M +14,042 +40%
CI
32
CacheTech Inc
Utah
$4.89M +$1.46M +14,042 +40%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$4.61M +$2.58M +24,753 +113%
CA
34
Clearstead Advisors
Ohio
$4.45M -$39.3K -377 -0.8%
ECM
35
Evergreen Capital Management
Washington
$4.33M +$228K +2,191 +5%
FWP
36
Falcon Wealth Planning
California
$4.03M -$2.08K -20 -0%
Osaic Holdings
37
Osaic Holdings
Arizona
$3.67M -$610K -5,861 -14%
JP Morgan Chase
38
JP Morgan Chase
New York
$3.61M -$89.9K -863 -2%
R
39
Rebalance
California
$3.45M +$34.3K +329 +1%
Citadel Advisors
40
Citadel Advisors
Florida
$3.25M +$893K +8,581 +35%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$3.07M +$1.59M +15,276 +97%
SIM
42
Strategic Investment Management
Virginia
$3.01M +$3.17M +30,445 New
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.93M +$40.3K +387 +1%
SMC
44
Smith, Moore & Co
Missouri
$2.81M +$2.92K +28 +0.1%
AssetMark Inc
45
AssetMark Inc
California
$2.66M -$21.9K -210 -0.8%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$2.65M -$64.9K -623 -2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$2.64M -$5.93K -57 -0.2%
GWM
48
Geneos Wealth Management
Colorado
$2.47M +$88K +845 +4%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$2.41M -$61.6K -592 -2%
PFM
50
Phillips Financial Management
Indiana
$2.24M -$141K -1,355 -6%

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.