We are live on ! Find out more
RWR icon

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
Deutsche Bank
126
Deutsche Bank
Germany
$342K
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$337K -$178K -1,757 -36%
BFG
128
Beacon Financial Group
Texas
$334K
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$332K +$33.8K +334 +12%
BCM
130
BluePointe Capital Management
California
$332K
FCI
131
Financial Counselors Inc
Kansas
$330K
IAN
132
Integrated Advisors Network
Texas
$325K -$19.9K -197 -6%
AL
133
Aspiriant LLC
California
$324K
KWM
134
Kingsview Wealth Management
Oregon
$322K
UCFA
135
United Capital Financial Advisors
Texas
$320K
LF
136
Lee Financial
Texas
$314K +$64.7K +639 +28%
WANY
137
Wealthspire Advisors (New York)
New York
$313K +$297K +2,937 New
FRA
138
Front Row Advisors
California
$312K
ES
139
Eagle Strategies
New York
$290K -$119K -1,180 -30%
B
140
Bensler
Washington
$289K -$199K -1,963 -42%
NCG
141
Newport Capital Group
New Jersey
$287K
HWA
142
Heartwood Wealth Advisors
Virginia
$280K -$6.48K -64 -2%
SC
143
SouthState Corp
Florida
$277K -$38.2K -377 -13%
CIA
144
Compass Ion Advisors
Pennsylvania
$274K -$42.4K -419 -14%
MFGP
145
Marshall Financial Group (Pennsylvania)
Pennsylvania
$269K +$304 +3 +0.1%
CFP
146
Curran Financial Partners
South Carolina
$268K -$1.01K -10 -0.4%
ATPW
147
Ashton Thomas Private Wealth
Arizona
$264K
APW
148
Austin Private Wealth
Texas
$262K -$67.7K -669 -21%
Pictet Asset Management
149
Pictet Asset Management
Switzerland
$256K
RPC
150
Rossmore Private Capital
Connecticut
$240K

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.