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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
CMP
176
Coston McIsaac & Partners
Maine
$76K
CWC
177
Carolinas Wealth Consulting
North Carolina
$75.4K
GRP
178
Global Retirement Partners
California
$74.9K +$5.86K +63 +9%
HI
179
Harbour Investments
Wisconsin
$60.7K -$66.9K -719 -53%
PK
180
Pflug Koory
Nebraska
$56.7K -$6.51K -70 -10%
EWM
181
Evermay Wealth Management
Virginia
$56.6K
LWANC
182
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.4K
PS
183
Principal Securities
Iowa
$45.3K +$15.3K +164 +52%
GWP
184
Gen-Wealth Partners
Michigan
$44.4K +$43.8K +471 New
ACA
185
Atlas Capital Advisors
Wyoming
$40.5K
CWM
186
Cranbrook Wealth Management
Michigan
$36.3K -$18.8K -202 -34%
CFGS
187
Concourse Financial Group Securities
Alabama
$34.7K +$2.14K +23 +7%
AA
188
Ancora Advisors
Ohio
$33.7K
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$32.5K
CIAS
190
Capital Investment Advisory Services
North Carolina
$31.7K +$186 +2 +0.6%
MAWCM
191
Mine & Arao Wealth Creation & Management
California
$30.5K +$93 +1 +0.3%
CPA
192
Clear Point Advisors
New York
$28.4K +$93 +1 +0.3%
William Blair & Company
193
William Blair & Company
Illinois
$28.3K -$1.58K -17 -5%
TSWM
194
Tyler-Stone Wealth Management
Ohio
$26.6K
SWM
195
Spire Wealth Management
Virginia
$23.8K
PAM
196
Palisade Asset Management
Minnesota
$22.7K +$22.4K +241 New
CA
197
CoreCap Advisors
Michigan
$22.6K +$22.3K +240 New
NS
198
NBC Securities
Alabama
$22K
DSC
199
Duncker Streett & Co
Missouri
$18.9K
MPCG
200
Matrix Private Capital Group
New York
$18.9K

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.