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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
CFP
151
Curran Financial Partners
South Carolina
$250K +$1.67K +16 +0.6%
MFGP
152
Marshall Financial Group (Pennsylvania)
Pennsylvania
$250K +$416 +4 +0.2%
IA
153
IFG Advisory
Georgia
$250K +$263K +2,527 New
B
154
Bensler
Washington
$248K -$20.9K -201 -7%
APW
155
Austin Private Wealth
Texas
$245K +$3.02K +29 +1%
ATPW
156
Ashton Thomas Private Wealth
Arizona
$244K
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$237K
ES
158
Eagle Strategies
New York
$230K -$40.4K -388 -14%
Principal Financial Group
159
Principal Financial Group
Iowa
$225K +$237K +2,274 New
MW
160
Marcum Wealth
Ohio
$223K +$234K +2,252 New
RPC
161
Rossmore Private Capital
Connecticut
$222K
EB
162
Eastern Bank
Massachusetts
$220K
CWM
163
Collaborative Wealth Management
Florida
$216K
IWC
164
Integrated Wealth Concepts
Massachusetts
$212K -$154K -1,480 -41%
TIAA Trust, National Association
165
TIAA Trust, National Association
North Carolina
$210K -$9.06K -87 -4%
FSA
166
Financial Services Advisory
Maryland
$206K -$8.02K -77 -4%
BBA
167
BLB&B Advisors
Pennsylvania
$205K
HNB
168
Huntington National Bank
Ohio
$189K
VWM
169
Venturi Wealth Management
Texas
$188K
BF
170
BOK Financial
Oklahoma
$186K -$14.6K -140 -7%
S
171
Sachetta
Massachusetts
$180K -$7.39K -71 -4%
WTC
172
WhitTier Trust Company
Nevada
$177K
BA
173
Bristlecone Advisors
Washington
$174K
FPB
174
First PREMIER Bank
South Dakota
$165K
SFCL
175
Strengthening Families & Communities LLC
Massachusetts
$162K +$2.5K +24 +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.