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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
Corient Private Wealth
76
Corient Private Wealth
Florida
$765K -$33.1K -365 -4%
GT
77
Glenmede Trust
Pennsylvania
$727K +$273K +3,012 +63%
SF
78
Synovus Financial
Georgia
$676K +$55.1K +607 +9%
RJT
79
Raymond James Trust
Florida
$634K +$41K +452 +7%
CTA
80
Camelot Technology Advisors
California
$626K -$1.91K -21 -0.3%
BFWM
81
Bright Futures Wealth Management
New York
$624K +$569K +6,278 New
Stifel Financial
82
Stifel Financial
Missouri
$615K -$54.8K -604 -8%
Lido Advisors
83
Lido Advisors
California
$598K -$4.08K -45 -0.7%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$582K +$95.8K +1,056 +20%
KFI
85
Key Financial Inc
Pennsylvania
$580K
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$579K -$57.1K -630 -9%
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$569K -$2.72K -30 -0.5%
FAIM
88
Financial Advocates Investment Management
Washington
$558K +$544K +5,997 New
AC
89
AWM Capital
Arizona
$556K
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$551K -$8.35K -92 -2%
BHBT
91
Burke & Herbert Bank & Trust
Virginia
$533K +$519K +5,727 New
EWM
92
Empirical Wealth Management
Washington
$514K -$134K -1,481 -21%
SFP
93
Strategic Financial Partners
Oregon
$506K -$108K -1,189 -18%
TCM
94
TD Capital Management
Tennessee
$490K
BSW
95
Buckingham Strategic Wealth
Missouri
$481K +$91 +1 +0%
KFP
96
KMG Fiduciary Partners
Ohio
$476K +$454 +5 +0.1%
SCTC
97
Sanibel Captiva Trust Company
Florida
$473K
EWA
98
Exencial Wealth Advisors
Oklahoma
$472K
AC
99
Abbrea Capital
California
$472K -$24.5K -270 -5%
NAM
100
NTV Asset Management
West Virginia
$469K +$3.17K +35 +0.7%

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.