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
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$490K -$220K -2,370 -31%
BSW
102
Buckingham Strategic Wealth
Missouri
$487K +$123K +1,327 +35%
KFP
103
KMG Fiduciary Partners
Ohio
$482K +$372 +4 +0.1%
SCTC
104
Sanibel Captiva Trust Company
Florida
$479K
EWA
105
Exencial Wealth Advisors
Oklahoma
$478K
OCM
106
One Capital Management
California
$478K -$15.2K -163 -3%
LF
107
Lee Financial
Texas
$474K -$37.4K -402 -7%
NAM
108
NTV Asset Management
West Virginia
$471K -$93K -1,000 -17%
HSA
109
HBK Sorce Advisory
Pennsylvania
$459K -$14.5K -156 -3%
UFAC
110
Urban Financial Advisory Corp
Illinois
$457K -$11.8K -127 -3%
GT
111
Glenmede Trust
Pennsylvania
$452K
Franklin Resources
112
Franklin Resources
California
$449K
IGWM
113
ICA Group Wealth Management
Colorado
$448K -$36.8K -396 -8%
E
114
ETFidea
New York
$437K -$35K -376 -8%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$429K -$11.1K -119 -3%
TPW
116
Transatlantique Private Wealth
New York
$424K
GT
117
Greenleaf Trust
Michigan
$424K -$43.5K -468 -9%
ATI
118
ARK & TLK Investments
Oklahoma
$422K +$837 +9 +0.2%
OIA
119
OneDigital Investment Advisors
Kansas
$411K
FAT
120
First American Trust
California
$408K +$402K +4,325 New
MFG
121
Merit Financial Group
Georgia
$405K +$421K +4,531 New
MFT
122
Moisand Fitzgerald Tamayo
Florida
$370K -$279 -3 -0.1%
AAS
123
Ameritas Advisory Services
Nebraska
$342K -$27.7K -298 -7%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$331K +$7.72K +83 +2%
NWA
125
Navis Wealth Advisors
New York
$312K +$1.77K +19 +0.6%

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.