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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
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$1.57M +$1.32M +14,212 +591%
RJA
52
Raymond James & Associates
Florida
$1.56M -$3.47M -37,280 -69%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$1.46M -$62.4K -671 -4%
Citigroup
54
Citigroup
New York
$1.45M +$1.36M +14,618 +2,016%
DC
55
Destiny Capital
Colorado
$1.38M -$103K -1,105 -7%
OPCM
56
Osborne Partners Capital Management
California
$1.34M -$242K -2,598 -15%
MWP
57
Moller Wealth Partners
$1.34M
GLA
58
Great Lakes Advisors
Illinois
$1.31M +$18.7K +201 +1%
AB
59
Atlas Brown
Kentucky
$1.26M -$5.02K -54 -0.4%
SCA
60
Snowden Capital Advisors
New York
$1.25M +$61.2K +658 +5%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.19M +$1.17M +12,584 New
YCG
62
Yeomans Consulting Group
Georgia
$1.14M +$43.6K +469 +4%
DTC
63
Davidson Trust Company
Washington
$1.13M
HighTower Advisors
64
HighTower Advisors
Illinois
$1.08M -$171K -1,840 -14%
BCA
65
Bray Capital Advisors
Florida
$1.05M +$17.7K +190 +2%
VA
66
Valmark Advisers
Ohio
$1.02M -$4.74K -51 -0.5%
SWIM
67
Smallwood Wealth Investment Management
New Jersey
$993K +$28.5K +306 +3%
SC
68
Savant Capital
Illinois
$985K +$18.2K +196 +2%
Mariner
69
Mariner
Kansas
$949K -$140K -1,510 -13%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$936K +$620K +6,671 +205%
Brown Advisory
71
Brown Advisory
Maryland
$932K -$10.2K -110 -1%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$885K +$21.6K +232 +3%
US Bancorp
73
US Bancorp
Minnesota
$879K
GC
74
Gibson Capital
Pennsylvania
$848K
Comerica Bank
75
Comerica Bank
Texas
$823K +$61.4K +660 +8%

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.