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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
FMII
201
Farmers & Merchants Investments Inc
Nebraska
$34.1K
CIAS
202
Capital Investment Advisory Services
North Carolina
$33.7K -$104 -1 -0.3%
William Blair & Company
203
William Blair & Company
Illinois
$32.1K -$38.9K -374 -54%
RPA
204
Redwood Park Advisors
California
$29.7K +$31.2K +300 New
SIM
205
Synergy Investment Management
Florida
$28.7K +$30.3K +291 New
CFGS
206
Concourse Financial Group Securities
Alabama
$25.8K
CWM
207
Cranbrook Wealth Management
Michigan
$25.3K
SWM
208
Spire Wealth Management
Virginia
$24.9K
CA
209
CoreCap Advisors
Michigan
$23.7K
IWP
210
IAG Wealth Partners
Wisconsin
$20.5K
MPCG
211
Matrix Private Capital Group
New York
$19.8K
HT
212
Headlands Technologies
Illinois
$19.8K +$20.8K +200 New
CWM
213
Consultiva Wealth Management
Puerto Rico
$17K +$17.9K +172 New
JFGIW
214
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.5K
FFA
215
Founders Financial Alliance
North Carolina
$15.3K
CT
216
Caldwell Trust
Florida
$14.8K
ME
217
McIlrath & Eck
Washington
$14.8K
RWM
218
Rialto Wealth Management
New York
$14.8K +$15.6K +150 New
M
219
MOTCO
Texas
$13.5K
RCM
220
Raleigh Capital Management
North Carolina
$13.1K +$1.77K +17 +15%
GBT
221
Grove Bank & Trust
Florida
$12.5K
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$11.7K
PK
223
Pflug Koory
Nebraska
$11.6K
JHCP
224
Jackson Hole Capital Partners
Oklahoma
$11.4K
LFG
225
Larson Financial Group
Missouri
$11.3K +$104 +1 +0.9%

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.