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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
EWA
101
Exencial Wealth Advisors
Oklahoma
$541K
NAM
102
NTV Asset Management
West Virginia
$537K
KFP
103
KMG Fiduciary Partners
Ohio
$526K -$18.8K -186 -4%
HSA
104
HBK Sorce Advisory
Pennsylvania
$522K +$709 +7 +0.1%
Stifel Financial
105
Stifel Financial
Missouri
$522K -$173K -1,713 -26%
GT
106
Greenleaf Trust
Michigan
$515K +$33.8K +334 +7%
FAT
107
First American Trust
California
$510K +$45.5K +450 +10%
UFAC
108
Urban Financial Advisory Corp
Illinois
$506K +$3.75K +37 +0.8%
EWM
109
Empirical Wealth Management
Washington
$504K -$80.7K -797 -14%
E
110
ETFidea
New York
$483K -$11.4K -113 -2%
TPW
111
Transatlantique Private Wealth
New York
$480K
ATI
112
ARK & TLK Investments
Oklahoma
$477K
OIA
113
OneDigital Investment Advisors
Kansas
$466K
MFG
114
Merit Financial Group
Georgia
$451K +$1.72K +17 +0.4%
AAS
115
Ameritas Advisory Services
Nebraska
$449K +$25.4K +251 +6%
FFM
116
Forum Financial Management
Illinois
$430K -$7.29K -72 -2%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$422K -$32.2K -318 -7%
IA
118
IFP Advisors
Florida
$407K +$352K +3,481 +1,058%
MFT
119
Moisand Fitzgerald Tamayo
Florida
$407K -$10.8K -107 -3%
IWC
120
Integrated Wealth Concepts
Massachusetts
$387K -$1.52K -15 -0.4%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$380K -$770K -7,610 -68%
CPIG
122
Chicago Partners Investment Group
Illinois
$360K +$2.63K +26 +0.8%
NWA
123
Navis Wealth Advisors
New York
$359K +$2.63K +26 +0.8%
TWP
124
Tempus Wealth Planning
California
$357K +$338K +3,341 New
JWA
125
JFS Wealth Advisors
Pennsylvania
$356K +$53.4K +528 +19%

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.