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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 Montreal
51
Bank of Montreal
Ontario, Canada
$1.41M -$30.2K -333 -2%
SCA
52
Snowden Capital Advisors
New York
$1.35M +$103K +1,141 +9%
MWP
53
Moller Wealth Partners
$1.32M
GLA
54
Great Lakes Advisors
Illinois
$1.31M +$13K +143 +1%
OPCM
55
Osborne Partners Capital Management
California
$1.25M -$80.5K -888 -6%
DC
56
Destiny Capital
Colorado
$1.18M -$171K -1,882 -13%
AB
57
Atlas Brown
Kentucky
$1.16M -$85.7K -945 -7%
DTC
58
Davidson Trust Company
Washington
$1.12M
Cerity Partners
59
Cerity Partners
New York
$1.08M +$830K +9,146 +380%
BCA
60
Bray Capital Advisors
Florida
$1.04M
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$162K +1,785 +19%
SWIM
62
Smallwood Wealth Investment Management
New Jersey
$1.02M +$42.7K +471 +4%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$991K +$488K +5,381 +102%
VA
64
Valmark Advisers
Ohio
$980K -$26.7K -294 -3%
SC
65
Savant Capital
Illinois
$966K -$7.08K -78 -0.7%
Mariner
66
Mariner
Kansas
$955K +$18K +198 +2%
HighTower Advisors
67
HighTower Advisors
Illinois
$909K -$160K -1,761 -15%
PG
68
Prostatis Group
Maryland
$902K +$878K +9,685 New
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$885K -$38K -419 -4%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$880K -$2.95M -32,530 -77%
US Bancorp
71
US Bancorp
Minnesota
$855K -$13.3K -147 -2%
Brown Advisory
72
Brown Advisory
Maryland
$854K -$64.8K -714 -7%
GC
73
Gibson Capital
Pennsylvania
$837K
Comerica Bank
74
Comerica Bank
Texas
$832K +$19.1K +211 +2%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$810K -$718K -7,913 -48%

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.