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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
BCM
126
BluePointe Capital Management
California
$290K
FCI
127
Financial Counselors Inc
Kansas
$287K +$280K +3,088 New
AL
128
Aspiriant LLC
California
$283K
CIA
129
Compass Ion Advisors
Pennsylvania
$281K
KWM
130
Kingsview Wealth Management
Oregon
$281K -$6.53K -72 -2%
UCFA
131
United Capital Financial Advisors
Texas
$279K -$1.91K -21 -0.7%
SC
132
SouthState Corp
Florida
$277K
AGP
133
Autumn Glory Partners
Texas
$272K +$25.9K +285 +11%
FRA
134
Front Row Advisors
California
$272K
WPWM
135
Windward Private Wealth Management
Kansas
$271K
PO
136
Private Ocean
California
$269K -$12.2K -135 -4%
JWA
137
JFS Wealth Advisors
Pennsylvania
$261K +$998 +11 +0.4%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$259K +$7.71K +85 +3%
NCG
139
Newport Capital Group
New Jersey
$250K +$244K +2,689 New
HWA
140
Heartwood Wealth Advisors
Virginia
$250K -$272 -3 -0.1%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$244K +$102K +1,129 +76%
CFP
142
Curran Financial Partners
South Carolina
$235K -$91 -1 -0%
MFGP
143
Marshall Financial Group (Pennsylvania)
Pennsylvania
$235K +$272 +3 +0.1%
ATPW
144
Ashton Thomas Private Wealth
Arizona
$230K
IA
145
IFG Advisory
Georgia
$230K +$224K +2,468 New
HNB
146
Huntington National Bank
Ohio
$224K
Pictet Asset Management
147
Pictet Asset Management
Switzerland
$223K
LF
148
Lee Financial
Texas
$214K -$247K -2,722 -54%
TIAA Trust, National Association
149
TIAA Trust, National Association
North Carolina
$210K
RPC
150
Rossmore Private Capital
Connecticut
$209K

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.