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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
ATPW
151
Ashton Thomas Private Wealth
Arizona
$233K
Cerity Partners
152
Cerity Partners
New York
$227K -$1.17M -12,534 -84%
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$226K
TIAA Trust, National Association
154
TIAA Trust, National Association
North Carolina
$213K +$6.6K +71 +3%
GFS
155
GYL Financial Synergies
Connecticut
$212K
RPC
156
Rossmore Private Capital
Connecticut
$212K
HNB
157
Huntington National Bank
Ohio
$211K
CWM
158
Collaborative Wealth Management
Florida
$210K +$186 +2 +0.1%
CB
159
Commerce Bank
Missouri
$205K +$202K +2,172 New
BF
160
BOK Financial
Oklahoma
$204K
FSA
161
Financial Services Advisory
Maryland
$203K +$200K +2,155 New
APP
162
Avantax Planning Partners
Iowa
$203K
S
163
Sachetta
Massachusetts
$193K
CT
164
Cambridge Trust
Massachusetts
$183K
VWM
165
Venturi Wealth Management
Texas
$179K
WTC
166
WhitTier Trust Company
Nevada
$169K -$99.1K -1,066 -37%
SFCL
167
Strengthening Families & Communities LLC
Massachusetts
$150K +$837 +9 +0.6%
NA
168
NewEdge Advisors
Louisiana
$143K +$5.12K +55 +4%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$141K +$22K +237 +19%
PTC
170
Private Trust Company
Ohio
$136K
MIM
171
MTM Investment Management
South Carolina
$122K
TPCW
172
TD Private Client Wealth
New York
$103K +$1.86K +20 +2%
RFS
173
Richardson Financial Services
Massachusetts
$99.2K +$558 +6 +0.6%
GBT
174
Grove Bank & Trust
Florida
$94.5K
HWA
175
HHM Wealth Advisors
Tennessee
$77.8K

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.