We are live on ! Find out more
RWR icon

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
ACA
176
Aptus Capital Advisors
Alabama
$152K
MCM
177
MAI Capital Management
Ohio
$143K +$151K +1,449 New
PTC
178
Private Trust Company
Ohio
$141K -$1.87K -18 -1%
MIM
179
MTM Investment Management
South Carolina
$128K
PS
180
Principal Securities
Iowa
$122K +$50.6K +486 +65%
GRP
181
Global Retirement Partners
California
$112K +$18.4K +177 +18%
BA
182
Bellwether Advisors
Nebraska
$110K +$115K +1,109 New
RFS
183
Richardson Financial Services
Massachusetts
$99.8K -$5.83K -56 -5%
TPCW
184
TD Private Client Wealth
New York
$98K
Bessemer Group
185
Bessemer Group
New Jersey
$92K
HWA
186
HHM Wealth Advisors
Tennessee
$81.6K
CMP
187
Coston McIsaac & Partners
Maine
$80K
CWC
188
Carolinas Wealth Consulting
North Carolina
$79.1K
Citigroup
189
Citigroup
New York
$71.7K -$57.6K -553 -43%
MWA
190
Medallion Wealth Advisors
Connecticut
$71.6K +$75.3K +723 New
VWM
191
Vermillion Wealth Management
Minnesota
$61K +$64.2K +617 New
EWM
192
Evermay Wealth Management
Virginia
$59.4K
HI
193
Harbour Investments
Wisconsin
$57.1K -$12.9K -124 -18%
Jones Financial Companies
194
Jones Financial Companies
Missouri
$51.2K +$36.1K +347 +203%
LWANC
195
Laurel Wealth Advisors (North Carolina)
North Carolina
$46.2K -$10.4K -100 -18%
GWP
196
Gen-Wealth Partners
Michigan
$44K
SPIA
197
Steward Partners Investment Advisory
New York
$43.9K
ACA
198
Atlas Capital Advisors
Wyoming
$42.5K
AWM
199
AE Wealth Management
Kansas
$36.6K +$38.6K +371 New
AA
200
Ancora Advisors
Ohio
$35.4K

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.