We are live on ! Find out more
RWR icon

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
Mariner
76
Mariner
Kansas
$1.05M -$43.5K -430 -4%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$997K +$316K +3,126 +50%
US Bancorp
78
US Bancorp
Minnesota
$980K
Brown Advisory
79
Brown Advisory
Maryland
$969K -$10.2K -101 -1%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$966K -$45.8K -452 -5%
GC
81
Gibson Capital
Pennsylvania
$960K
Comerica Bank
82
Comerica Bank
Texas
$939K -$14.7K -145 -2%
NA
83
NewEdge Advisors
Louisiana
$933K +$727K +7,178 +460%
Corient Private Wealth
84
Corient Private Wealth
Florida
$906K +$27.9K +276 +3%
GT
85
Glenmede Trust
Pennsylvania
$834K
RJT
86
Raymond James Trust
Florida
$782K +$51.8K +512 +8%
CTA
87
Camelot Technology Advisors
California
$722K +$3.85K +38 +0.6%
Lido Advisors
88
Lido Advisors
California
$686K +$101 +1 +0%
KFI
89
Key Financial Inc
Pennsylvania
$665K
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$653K
AC
91
AWM Capital
Arizona
$637K
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$632K +$709 +7 +0.1%
AGP
93
Autumn Glory Partners
Texas
$624K +$296K +2,925 +100%
LSA
94
Lion Street Advisors
Texas
$608K +$577K +5,700 New
BHBT
95
Burke & Herbert Bank & Trust
Virginia
$595K -$15.8K -156 -3%
SFP
96
Strategic Financial Partners
Oregon
$589K +$8.6K +85 +2%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$586K -$76.8K -759 -12%
Franklin Resources
98
Franklin Resources
California
$550K +$50.6K +500 +10%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$549K +$521K +5,148 New
SCTC
100
Sanibel Captiva Trust Company
Florida
$542K

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.