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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
CF
151
Convergence Financial
Missouri
$208K +$203K +2,235 New
CWM
152
Collaborative Wealth Management
Florida
$208K
CFB
153
Cullen/Frost Bankers
Texas
$205K -$90.3K -996 -31%
BF
154
BOK Financial
Oklahoma
$205K
GFS
155
GYL Financial Synergies
Connecticut
$204K -$4.54K -50 -2%
FSA
156
Financial Services Advisory
Maryland
$201K +$181 +2 +0.1%
S
157
Sachetta
Massachusetts
$190K -$10.3K -113 -6%
VWM
158
Venturi Wealth Management
Texas
$177K
WTC
159
WhitTier Trust Company
Nevada
$167K
BA
160
Bristlecone Advisors
Washington
$164K +$160K +1,762 New
Citadel Advisors
161
Citadel Advisors
Florida
$159K -$3.34M -36,853 -96%
SFCL
162
Strengthening Families & Communities LLC
Massachusetts
$150K +$1.36K +15 +0.9%
NA
163
NewEdge Advisors
Louisiana
$145K +$3.81K +42 +3%
PTC
164
Private Trust Company
Ohio
$134K
ACA
165
Aptus Capital Advisors
Alabama
$134K -$126K -1,385 -49%
MIM
166
MTM Investment Management
South Carolina
$120K
TPCW
167
TD Private Client Wealth
New York
$107K +$4.63K +51 +5%
RFS
168
Richardson Financial Services
Massachusetts
$100K +$2.18K +24 +2%
Bessemer Group
169
Bessemer Group
New Jersey
$89K +$86.5K +954 New
GRP
170
Global Retirement Partners
California
$85.3K +$11.1K +122 +15%
HWA
171
HHM Wealth Advisors
Tennessee
$76.8K
CMP
172
Coston McIsaac & Partners
Maine
$75K
CWC
173
Carolinas Wealth Consulting
North Carolina
$74.5K
Citigroup
174
Citigroup
New York
$67.8K -$1.33M -14,615 -95%
William Blair & Company
175
William Blair & Company
Illinois
$65.1K +$36.2K +399 +133%

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.