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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
IAN
126
Integrated Advisors Network
Texas
$307K +$14.1K +152 +5%
CFB
127
Cullen/Frost Bankers
Texas
$302K -$4.85M -52,093 -94%
Deutsche Bank
128
Deutsche Bank
Germany
$302K
BFG
129
Beacon Financial Group
Texas
$299K
CPIG
130
Chicago Partners Investment Group
Illinois
$295K +$1.86K +20 +0.6%
BCM
131
BluePointe Capital Management
California
$293K
KWM
132
Kingsview Wealth Management
Oregon
$291K +$6.7K +72 +2%
AL
133
Aspiriant LLC
California
$286K
PO
134
Private Ocean
California
$285K -$29.4K -316 -9%
UCFA
135
United Capital Financial Advisors
Texas
$284K +$1.58K +17 +0.6%
T. Rowe Price Associates
136
T. Rowe Price Associates
Maryland
$283K +$279K +3,000 New
CIA
137
Compass Ion Advisors
Pennsylvania
$281K +$15K +161 +6%
SC
138
SouthState Corp
Florida
$280K
FRA
139
Front Row Advisors
California
$276K
WPWM
140
Windward Private Wealth Management
Kansas
$275K -$7.25K -78 -3%
ACA
141
Aptus Capital Advisors
Alabama
$266K
JWA
142
JFS Wealth Advisors
Pennsylvania
$264K -$43.5K -468 -14%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$254K -$42.2K -454 -14%
HWA
144
Heartwood Wealth Advisors
Virginia
$254K +$50.3K +541 +25%
AGP
145
Autumn Glory Partners
Texas
$249K
GS
146
GTS Securities
New York
$243K +$240K +2,581 New
CFP
147
Curran Financial Partners
South Carolina
$238K -$15.5K -167 -6%
MFGP
148
Marshall Financial Group (Pennsylvania)
Pennsylvania
$237K +$186 +2 +0.1%
APW
149
Austin Private Wealth
Texas
$237K -$2.79K -30 -1%
Tudor Investment Corp
150
Tudor Investment Corp
Connecticut
$236K +$233K +2,506 New

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.