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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
TF
201
Tompkins Financial
New York
$18.9K +$18.6K +200 New
VF
202
VitalStone Financial
Texas
$18K
JFGIW
203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.6K
HR
204
Howe & Rusling
New York
$14.8K +$12.7K +137 +685%
AWA
205
Alaska Wealth Advisors
Alaska
$14.6K
CT
206
Caldwell Trust
Florida
$14.1K
FFA
207
Founders Financial Alliance
North Carolina
$14K +$930 +10 +7%
HWP
208
Highline Wealth Partners
California
$13.7K +$13.5K +145 New
WIA
209
Wetzel Investment Advisors
Indiana
$13.5K
M
210
MOTCO
Texas
$12.9K
RCM
211
Raleigh Capital Management
North Carolina
$11.1K -$9.3K -100 -46%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$11.1K -$200K -2,149 -95%
JHCP
213
Jackson Hole Capital Partners
Oklahoma
$10.8K
LFG
214
Larson Financial Group
Missouri
$10.5K -$1.12K -12 -10%
AWM
215
Aberdeen Wealth Management
Illinois
$9.9K
EWA
216
EverSource Wealth Advisors
Alabama
$9.61K
SSB
217
Sandy Spring Bank
Maryland
$9.33K
LFA
218
LGT Financial Advisors
Texas
$9.21K -$13K -140 -59%
FP
219
Financial Perspectives
Minnesota
$8.48K
EWM
220
EPG Wealth Management
Georgia
$7.54K
FFA
221
Farther Finance Advisors
California
$7.41K +$3.63K +39 +95%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$7K +$4.93K +53 +230%
AF
223
Allworth Financial
California
$6.13K -$2.33K -25 -28%
TRCT
224
Tower Research Capital (TRC)
New York
$6.03K -$2.54M -27,286 -100%
FWM
225
FSA Wealth Management
Massachusetts
$6.03K

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.