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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
Northern Trust
1
Northern Trust
Illinois
$260M +$5.23M +56,200 +2%
Charles Schwab
2
Charles Schwab
California
$178M +$2.07M +22,219 +1%
Wells Fargo
3
Wells Fargo
California
$62.2M -$6.83M -73,436 -10%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$41.7M -$1.01M -10,887 -2%
Millennium Management
5
Millennium Management
New York
$33.5M +$32.8M +352,824 +13,935%
Morgan Stanley
6
Morgan Stanley
New York
$31.7M -$90.7M -974,778 -74%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31.4M -$756K -8,132 -2%
Ameriprise
8
Ameriprise
Minnesota
$29.8M +$24.2M +260,075 +442%
Bank of America
9
Bank of America
North Carolina
$29.4M -$806K -8,669 -3%
BlackRock
10
BlackRock
New York
$27.5M +$5.25M +56,400 +24%
Truist Financial
11
Truist Financial
North Carolina
$24.6M -$871K -9,369 -3%
UBS Group
12
UBS Group
Switzerland
$17.5M +$9.15M +98,395 +113%
LPL Financial
13
LPL Financial
California
$14.2M -$9.31M -100,063 -40%
PFM
14
Patton Fund Management
Texas
$13.8M -$310K -3,333 -2%
Goldman Sachs
15
Goldman Sachs
New York
$11.7M -$3.07M -33,020 -21%
Creative Planning
16
Creative Planning
Kansas
$10.5M -$20.8K -224 -0.2%
PAG
17
Private Advisor Group
New Jersey
$10M +$196K +2,102 +2%
CAI
18
Capital Advisors Inc
Oklahoma
$7.7M -$589K -6,334 -7%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.82M +$1.88M +20,180 +39%
SWP
20
Stratos Wealth Partners
Ohio
$6.46M +$6.1M +65,615 +2,249%
SAG
21
SageView Advisory Group
California
$6.03M +$1.07M +11,534 New
CFG
22
Citizens Financial Group
Rhode Island
$5.38M -$261K -2,804 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.03M +$62.1K +668 +1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.64M -$54.8K -589 -1%
EH
25
Equitable Holdings
New York
$4.03M +$1.18M +12,686 +42%

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.