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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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$458K -$56.8K -626 -11%
HSA
102
HBK Sorce Advisory
Pennsylvania
$454K +$726 +8 +0.2%
Franklin Resources
103
Franklin Resources
California
$444K
UFAC
104
Urban Financial Advisory Corp
Illinois
$438K -$12.7K -140 -3%
B
105
Bensler
Washington
$435K -$193K -2,126 -31%
E
106
ETFidea
New York
$432K +$272 +3 +0.1%
TPW
107
Transatlantique Private Wealth
New York
$419K
GT
108
Greenleaf Trust
Michigan
$418K -$181 -2 -0%
ATI
109
ARK & TLK Investments
Oklahoma
$416K
OIA
110
OneDigital Investment Advisors
Kansas
$406K
FAT
111
First American Trust
California
$403K
Baird Financial Group
112
Baird Financial Group
Wisconsin
$398K -$25.4K -280 -6%
MFG
113
Merit Financial Group
Georgia
$392K -$29.1K -321 -7%
FFM
114
Forum Financial Management
Illinois
$382K -$170K -1,875 -31%
AAS
115
Ameritas Advisory Services
Nebraska
$369K +$24.1K +266 +7%
MFT
116
Moisand Fitzgerald Tamayo
Florida
$365K -$1.27K -14 -0.4%
ES
117
Eagle Strategies
New York
$363K +$353K +3,896 New
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$340K +$2.31M +25,459 +724%
IWC
119
Integrated Wealth Concepts
Massachusetts
$339K -$161K -1,770 -33%
CPIG
120
Chicago Partners Investment Group
Illinois
$334K +$2.99K +33 +1%
NWA
121
Navis Wealth Advisors
New York
$311K +$2.99K +33 +1%
IAN
122
Integrated Advisors Network
Texas
$302K -$1.27K -14 -0.4%
Deutsche Bank
123
Deutsche Bank
Germany
$298K
BFG
124
Beacon Financial Group
Texas
$291K -$4.08K -45 -1%
APW
125
Austin Private Wealth
Texas
$291K +$47.9K +528 +20%

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.