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State Street SPDR Dow Jones REIT ETF

251 hedge funds and large institutions have $982M invested in State Street SPDR Dow Jones REIT ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

2% more funds holding

Funds holding: 247251 (+4)

0.56% more ownership

Funds ownership: 69.14%69.7% (+0.56%)

3% less capital invested

Capital invested by funds: $1.01B → $982M (-$25.2M)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

97% less call options, than puts

Call options by funds: $65K | Put options by funds: $2.13M

Holders
251
Holders Change
+4
Holders Change %
+1.62%
% of All Funds
3.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
72
Reduced
80
Closed
19
Calls
$65K
Puts
$2.13M
Net Calls
-$2.07M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
201
Tompkins Financial
New York
$18.6K
MG
202
Mather Group
Illinois
$16.8K +$16.1K +178 New
IGWM
203
ICA Group Wealth Management
Colorado
$15.4K -$416K -4,584 -97%
JFGIW
204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.4K
WIA
205
Wetzel Investment Advisors
Indiana
$14.7K
FFA
206
Founders Financial Alliance
North Carolina
$14.4K +$544 +6 +4%
CT
207
Caldwell Trust
Florida
$14K
Jones Financial Companies
208
Jones Financial Companies
Missouri
$13.3K +$13K +143 New
M
209
MOTCO
Texas
$12.8K
GBT
210
Grove Bank & Trust
Florida
$11.7K -$79.5K -877 -87%
AWA
211
Alaska Wealth Advisors
Alaska
$11.4K -$2.99K -33 -21%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$11K
JHCP
213
Jackson Hole Capital Partners
Oklahoma
$10.7K
LFG
214
Larson Financial Group
Missouri
$10.4K
RCM
215
Raleigh Capital Management
North Carolina
$10.3K -$635 -7 -6%
Cohen & Steers
216
Cohen & Steers
New York
$10K +$10.1K +111 New
KWAG
217
Kiely Wealth Advisory Group
North Carolina
$9.94K +$9.07K +100 New
AWM
218
Aberdeen Wealth Management
Illinois
$9.78K
RI
219
Ridgewood Investments
New Jersey
$9.46K +$9.25K +102 New
SSB
220
Sandy Spring Bank
Maryland
$9.22K
LFA
221
LGT Financial Advisors
Texas
$9.19K +$91 +1 +1%
FP
222
Financial Perspectives
Minnesota
$8.38K
AWM
223
Avior Wealth Management
Nebraska
$7.82K +$7.53K +83 New
EWM
224
EPG Wealth Management
Georgia
$7.45K -$7.26K -80 Closed
FFA
225
Farther Finance Advisors
California
$6.19K -$1.18K -13 -16%

RWR Hedge Fund Activity: Q2 2024 in Review

251 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2024, worth a combined $982M — down 2.5% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWR positions and 19 closed out — a net gain of 10 holders — while 72 added to existing stakes and 80 trimmed.

The largest buyer was Mason Street Advisors, opening a new position worth an estimated $33.6M. The largest seller was Ameriprise, cutting an estimated $19.6M.

  • 251 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2024, up from 247 in Q1 2024.
  • Funds reported $982M of State Street SPDR Dow Jones REIT ETF stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2024 and 19 closed out, a net change of +10 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2024 was Mason Street Advisors, an estimated $33.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2024 was Ameriprise, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2024.