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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
CF
151
Convergence Financial
Missouri
$238K -$709 -7 -0.3%
EB
152
Eastern Bank
Massachusetts
$237K +$225K +2,225 New
TIAA Trust, National Association
153
TIAA Trust, National Association
North Carolina
$236K -$5.16K -51 -2%
CFB
154
Cullen/Frost Bankers
Texas
$236K
CWM
155
Collaborative Wealth Management
Florida
$234K -$4.55K -45 -2%
FSA
156
Financial Services Advisory
Maryland
$230K
DTL
157
Dynamic Technology Lab
Singapore
$225K +$214K +2,110 New
GFS
158
GYL Financial Synergies
Connecticut
$223K -$11.1K -110 -5%
CCFM
159
Clear Creek Financial Management
Washington
$221K +$210K +2,075 New
BBA
160
BLB&B Advisors
Pennsylvania
$221K +$210K +2,072 New
BF
161
BOK Financial
Oklahoma
$219K -$10.1K -100 -5%
PTC
162
Philadelphia Trust Company
Pennsylvania
$216K +$205K +2,023 New
KFC
163
Klingenstein Fields & Co
New York
$215K +$204K +2,015 New
SP
164
Stablepoint Partners
Massachusetts
$213K +$202K +2,000 New
WPWM
165
Windward Private Wealth Management
Kansas
$209K -$96.6K -954 -33%
ACG
166
Allen Capital Group
Nebraska
$207K +$196K +1,935 New
Fidelity Investments
167
Fidelity Investments
Massachusetts
$204K -$72.1K -712 -27%
HNB
168
Huntington National Bank
Ohio
$204K
VWM
169
Venturi Wealth Management
Texas
$203K
CTA
170
Chesley Taft & Associates
Illinois
$203K +$192K +1,900 New
S
171
Sachetta
Massachusetts
$201K -$2.94K -29 -2%
WTC
172
WhitTier Trust Company
Nevada
$191K
BA
173
Bristlecone Advisors
Washington
$188K
FPB
174
First PREMIER Bank
South Dakota
$178K +$169K +1,666 New
SFCL
175
Strengthening Families & Communities LLC
Massachusetts
$173K +$1.32K +13 +0.8%

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.