We are live on ! Find out more
RWR icon

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
Corient Private Wealth
76
Corient Private Wealth
Florida
$808K -$116K -1,245 -13%
WAM
77
Worth Asset Management
Texas
$721K +$712K +7,651 New
Stifel Financial
78
Stifel Financial
Missouri
$679K -$476K -5,113 -42%
CAN
79
Cetera Advisor Networks
California
$669K -$4.46K -48 -0.7%
EWM
80
Empirical Wealth Management
Washington
$660K +$10.3K +111 +2%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$645K -$192K -2,063 -23%
Renaissance Technologies
82
Renaissance Technologies
New York
$641K +$632K +6,800 New
B
83
Bensler
Washington
$640K -$293K -3,152 -32%
CTA
84
Camelot Technology Advisors
California
$636K +$2.7K +29 +0.4%
SF
85
Synovus Financial
Georgia
$628K +$51.8K +557 +9%
SFP
86
Strategic Financial Partners
Oregon
$624K +$11.8K +127 +2%
Lido Advisors
87
Lido Advisors
California
$610K -$39.2K -421 -6%
RJT
88
Raymond James Trust
Florida
$600K +$58.5K +629 +11%
KFI
89
Key Financial Inc
Pennsylvania
$587K -$25.1K -270 -4%
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$579K
FFM
91
Forum Financial Management
Illinois
$564K
AC
92
AWM Capital
Arizona
$563K
IA
93
IFP Advisors
Florida
$561K +$191K +2,058 +53%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$557K +$558 +6 +0.1%
SFG
95
Summit Financial Group
West Virginia
$554K
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$522K +$1.3K +14 +0.3%
IWC
97
Integrated Wealth Concepts
Massachusetts
$510K +$21.7K +233 +5%
AC
98
Abbrea Capital
California
$503K
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$496K -$2.06M -22,173 -81%
TCM
100
TD Capital Management
Tennessee
$496K

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.