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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
IA
126
IFP Advisors
Florida
$388K +$12K +115 +3%
MFT
127
Moisand Fitzgerald Tamayo
Florida
$375K -$1.35K -13 -0.3%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$373K +$194K +1,860 +97%
RFA
129
RTD Financial Advisors
Pennsylvania
$337K -$765K -7,351 -68%
CPIG
130
Chicago Partners Investment Group
Illinois
$335K +$5.1K +49 +1%
JWA
131
JFS Wealth Advisors
Pennsylvania
$331K +$1.67K +16 +0.5%
TWP
132
Tempus Wealth Planning
California
$328K -$2.5K -24 -0.7%
LF
133
Lee Financial
Texas
$324K +$35.3K +339 +12%
Deutsche Bank
134
Deutsche Bank
Germany
$316K
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$312K
BFG
136
Beacon Financial Group
Texas
$310K
BCM
137
BluePointe Capital Management
California
$308K
IAN
138
Integrated Advisors Network
Texas
$301K +$104 +1 +0%
AL
139
Aspiriant LLC
California
$300K
UCFA
140
United Capital Financial Advisors
Texas
$296K
WANY
141
Wealthspire Advisors (New York)
New York
$295K +$4.79K +46 +2%
FRA
142
Front Row Advisors
California
$271K -$18.7K -180 -6%
NCG
143
Newport Capital Group
New Jersey
$267K +$625 +6 +0.2%
CFB
144
Cullen/Frost Bankers
Texas
$264K +$47.9K +460 +21%
HWA
145
Heartwood Wealth Advisors
Virginia
$259K
FMI
146
F/M Investments
District of Columbia
$258K +$272K +2,611 New
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$258K -$52.8K -507 -16%
SC
148
SouthState Corp
Florida
$257K
NAM
149
NTV Asset Management
West Virginia
$256K -$255K -2,450 -49%
CIA
150
Compass Ion Advisors
Pennsylvania
$254K +$312 +3 +0.1%

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.