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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
TC
51
Trilogy Capital
California
$2.21M +$3.64K +35 +0.2%
AFA
52
American Financial Advisors
Georgia
$1.99M -$145K -1,389 -6%
KAS
53
Kestra Advisory Services
Texas
$1.88M +$43.2K +415 +2%
CHC
54
City Holding Co
West Virginia
$1.77M
SWIM
55
Smallwood Wealth Investment Management
New Jersey
$1.73M +$659K +6,329 +57%
Cerity Partners
56
Cerity Partners
New York
$1.72M +$71.4K +686 +4%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$1.67M +$227K +2,177 +15%
AAS
58
Avantax Advisory Services
Texas
$1.61M +$1.7M +16,303 New
FFC
59
Frederick Financial Consultants
Maryland
$1.59M +$1.68M +16,118 New
OFG
60
Omega Financial Group
California
$1.56M -$101K -966 -6%
SS
61
SBI Securities
Japan
$1.55M +$1.63M +15,644 New
M&T Bank
62
M&T Bank
New York
$1.46M
SCA
63
Snowden Capital Advisors
New York
$1.44M +$20.2K +194 +1%
MWP
64
Moller Wealth Partners
$1.4M
AW
65
Avion Wealth
Texas
$1.38M -$103K -985 -7%
GLA
66
Great Lakes Advisors
Illinois
$1.32M -$107K -1,025 -7%
OPCM
67
Osborne Partners Capital Management
California
$1.24M -$82.4K -791 -6%
DC
68
Destiny Capital
Colorado
$1.21M -$18.6K -179 -1%
AB
69
Atlas Brown
Kentucky
$1.2M -$30.2K -290 -2%
DTC
70
Davidson Trust Company
Washington
$1.19M
PAS
71
Park Avenue Securities
New York
$1.08M +$1.14M +10,979 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$1.05M +$132K +1,265 +14%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$723K +6,944 +195%
VA
74
Valmark Advisers
Ohio
$1.04M +$57.1K +548 +6%
BCA
75
Bray Capital Advisors
Florida
$1.03M -$11.5K -110 -1%

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.