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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
SWM
201
Spire Wealth Management
Virginia
$26.9K
CA
202
CoreCap Advisors
Michigan
$25.6K -$101 -1 -0.4%
NS
203
NBC Securities
Alabama
$25K
IWP
204
IAG Wealth Partners
Wisconsin
$22.1K +$21K +207 New
DSC
205
Duncker Streett & Co
Missouri
$21.3K
MPCG
206
Matrix Private Capital Group
New York
$21.3K
TF
207
Tompkins Financial
New York
$21.3K
VF
208
VitalStone Financial
Texas
$20.4K -$22.1K -218 -53%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$18.1K +$2.83K +28 +20%
JFGIW
210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.6K
FFA
211
Founders Financial Alliance
North Carolina
$16.5K
CT
212
Caldwell Trust
Florida
$16K
ME
213
McIlrath & Eck
Washington
$16K +$15.2K +150 New
M
214
MOTCO
Texas
$14.6K
GBT
215
Grove Bank & Trust
Florida
$13.4K
AWA
216
Alaska Wealth Advisors
Alaska
$13K
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$12.6K
PK
218
Pflug Koory
Nebraska
$12.5K +$11.8K +117 New
RCM
219
Raleigh Capital Management
North Carolina
$12.4K +$506 +5 +5%
JHCP
220
Jackson Hole Capital Partners
Oklahoma
$12.3K
LFG
221
Larson Financial Group
Missouri
$12K +$101 +1 +0.9%
Cohen & Steers
222
Cohen & Steers
New York
$12K +$405 +4 +4%
EWA
223
EverSource Wealth Advisors
Alabama
$11.7K -$29.2K -288 -72%
AWM
224
Aberdeen Wealth Management
Illinois
$11.2K
LFA
225
LGT Financial Advisors
Texas
$10.6K

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.