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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
CHC
51
City Holding Co
West Virginia
$1.91M
OFG
52
Omega Financial Group
California
$1.79M -$61.2K -605 -3%
Cerity Partners
53
Cerity Partners
New York
$1.78M +$520K +5,133 +44%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.67M +$65K +642 +4%
AW
55
Avion Wealth
Texas
$1.59M -$290K -2,864 -16%
M&T Bank
56
M&T Bank
New York
$1.57M -$52.2K -516 -3%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$1.57M -$3.2M -31,639 -68%
SF
58
Synovus Financial
Georgia
$1.55M +$734K +7,247 +100%
GLA
59
Great Lakes Advisors
Illinois
$1.54M +$33.7K +333 +2%
SCA
60
Snowden Capital Advisors
New York
$1.53M -$8.81K -87 -0.6%
MWP
61
Moller Wealth Partners
$1.52M -$2.02K -20 -0.1%
OPCM
62
Osborne Partners Capital Management
California
$1.42M -$4.96K -49 -0.4%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$1.42M +$388K +3,829 +40%
Renaissance Technologies
64
Renaissance Technologies
New York
$1.38M +$1.31M +12,900 New
AB
65
Atlas Brown
Kentucky
$1.33M +$506 +5 +0%
DTC
66
Davidson Trust Company
Washington
$1.28M
DC
67
Destiny Capital
Colorado
$1.28M -$33.7K -333 -3%
RJA
68
Raymond James & Associates
Florida
$1.22M -$791K -7,810 -41%
SWIM
69
Smallwood Wealth Investment Management
New Jersey
$1.19M +$15.8K +156 +1%
RFA
70
RTD Financial Advisors
Pennsylvania
$1.15M -$1.41M -13,889 -56%
SC
71
Savant Capital
Illinois
$1.14M +$27.9K +276 +3%
BCA
72
Bray Capital Advisors
Florida
$1.13M -$60.7K -600 -5%
BFWM
73
Bright Futures Wealth Management
New York
$1.06M +$387K +3,826 +61%
HighTower Advisors
74
HighTower Advisors
Illinois
$1.06M +$20.3K +201 +2%
VA
75
Valmark Advisers
Ohio
$1.06M -$58.1K -574 -5%

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.