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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
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$569K -$37.5K -360 -6%
BHBT
102
Burke & Herbert Bank & Trust
Virginia
$551K
FCI
103
Financial Counselors Inc
Kansas
$550K +$258K +2,474 +80%
SFP
104
Strategic Financial Partners
Oregon
$545K -$208 -2 -0%
EWA
105
Exencial Wealth Advisors
Oklahoma
$501K
KFP
106
KMG Fiduciary Partners
Ohio
$488K +$312 +3 +0.1%
GT
107
Greenleaf Trust
Michigan
$477K
UFAC
108
Urban Financial Advisory Corp
Illinois
$476K +$7.18K +69 +1%
EWM
109
Empirical Wealth Management
Washington
$475K +$8.43K +81 +2%
FAT
110
First American Trust
California
$472K
Stifel Financial
111
Stifel Financial
Missouri
$463K -$21.6K -207 -4%
TPW
112
Transatlantique Private Wealth
New York
$445K
SCTC
113
Sanibel Captiva Trust Company
Florida
$443K -$62.5K -600 -12%
ATI
114
ARK & TLK Investments
Oklahoma
$442K
HSA
115
HBK Sorce Advisory
Pennsylvania
$440K -$45.4K -436 -9%
Franklin Resources
116
Franklin Resources
California
$440K -$85.3K -819 -16%
AAS
117
Ameritas Advisory Services
Nebraska
$437K +$22.2K +213 +5%
OIA
118
OneDigital Investment Advisors
Kansas
$431K
MFG
119
Merit Financial Group
Georgia
$414K -$4.58K -44 -1%
NHT
120
New Hampshire Trust
New Hampshire
$411K +$433K +4,157 New
LSA
121
Lion Street Advisors
Texas
$406K -$166K -1,598 -28%
Renaissance Technologies
122
Renaissance Technologies
New York
$405K -$916K -8,800 -68%
FFM
123
Forum Financial Management
Illinois
$399K
Baird Financial Group
124
Baird Financial Group
Wisconsin
$395K +$4.27K +41 +1%
EH
125
Equitable Holdings
New York
$388K -$2.69M -25,836 -87%

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.