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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
SC
76
Savant Capital
Illinois
$1.03M -$27.9K -268 -3%
HighTower Advisors
77
HighTower Advisors
Illinois
$1.03M +$42.4K +407 +4%
Mariner
78
Mariner
Kansas
$1.02M +$52.5K +504 +5%
SOS
79
Silver Oak Securities
Tennessee
$957K +$1.02M +9,781 New
US Bancorp
80
US Bancorp
Minnesota
$936K +$29.7K +285 +3%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$924K -$410K -3,934 -30%
Brown Advisory
82
Brown Advisory
Maryland
$924K +$28.3K +272 +3%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$899K +$3.54K +34 +0.4%
GC
84
Gibson Capital
Pennsylvania
$889K
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$874K +$384K +3,691 +72%
NA
86
NewEdge Advisors
Louisiana
$868K +$3.85K +37 +0.4%
Corient Private Wealth
87
Corient Private Wealth
Florida
$858K +$20.1K +193 +2%
Comerica Bank
88
Comerica Bank
Texas
$853K -$17.9K -172 -2%
GT
89
Glenmede Trust
Pennsylvania
$772K
SF
90
Synovus Financial
Georgia
$692K -$782K -7,515 -52%
CTA
91
Camelot Technology Advisors
California
$675K +$7.6K +73 +1%
CCM
92
Canal Capital Management
Virginia
$653K +$688K +6,605 New
Lido Advisors
93
Lido Advisors
California
$636K +$104 +1 +0%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$630K +$91.8K +882 +16%
Cohen & Steers
95
Cohen & Steers
New York
$626K +$648K +6,219 +5,408%
CWM
96
ClientFirst Wealth Management
Arkansas
$618K +$651K +6,252 New
KFI
97
Key Financial Inc
Pennsylvania
$616K
FAIM
98
Financial Advocates Investment Management
Washington
$594K +$626K +6,011 New
AC
99
AWM Capital
Arizona
$590K
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$576K -$1.04K -10 -0.2%

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.