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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
ACA
176
Aptus Capital Advisors
Alabama
$164K +$10.5K +104 +7%
PTC
177
Private Trust Company
Ohio
$154K
Citigroup
178
Citigroup
New York
$136K +$55.7K +550 +76%
MIM
179
MTM Investment Management
South Carolina
$135K
TPCW
180
TD Private Client Wealth
New York
$106K -$15.6K -154 -13%
GRP
181
Global Retirement Partners
California
$102K +$4.05K +40 +4%
RFS
182
Richardson Financial Services
Massachusetts
$100K
Bessemer Group
183
Bessemer Group
New Jersey
$99K -$2.43K -24 -3%
WPW
184
Waldron Private Wealth
Pennsylvania
$89.2K +$84.6K +836 New
HWA
185
HHM Wealth Advisors
Tennessee
$88.1K
CWC
186
Carolinas Wealth Consulting
North Carolina
$85.4K
PS
187
Principal Securities
Iowa
$79.4K +$13.3K +131 +21%
HI
188
Harbour Investments
Wisconsin
$74.8K +$405 +4 +0.6%
William Blair & Company
189
William Blair & Company
Illinois
$74.6K
EWM
190
Evermay Wealth Management
Virginia
$64.1K
LWANC
191
Laurel Wealth Advisors (North Carolina)
North Carolina
$60.5K
SPIA
192
Steward Partners Investment Advisory
New York
$47.4K +$42.6K +421 +1,830%
GWP
193
Gen-Wealth Partners
Michigan
$46.9K -$2.63K -26 -6%
ACA
194
Atlas Capital Advisors
Wyoming
$45.9K
AA
195
Ancora Advisors
Ohio
$38.2K
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$36.8K
CIAS
197
Capital Investment Advisory Services
North Carolina
$36.5K +$202 +2 +0.6%
CPA
198
Clear Point Advisors
New York
$32.7K +$304 +3 +1%
CFGS
199
Concourse Financial Group Securities
Alabama
$27.9K
CWM
200
Cranbrook Wealth Management
Michigan
$27.3K

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.