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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
Northern Trust
1
Northern Trust
Illinois
$254M -$3.12M -34,444 -1%
Charles Schwab
2
Charles Schwab
California
$183M +$7.38M +81,355 +4%
Wells Fargo
3
Wells Fargo
California
$52.5M -$8.71M -96,074 -15%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$41.8M +$616K +6,794 +2%
MSA
5
Mason Street Advisors
Wisconsin
$34.5M +$33.6M +370,900 New
Morgan Stanley
6
Morgan Stanley
New York
$31.1M -$143K -1,582 -0.5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$29.8M -$1.19M -13,142 -4%
BlackRock
8
BlackRock
New York
$29M +$1.78M +19,635 +7%
Bank of America
9
Bank of America
North Carolina
$27M -$2M -22,082 -7%
Truist Financial
10
Truist Financial
North Carolina
$22.2M -$2M -22,040 -8%
UBS Group
11
UBS Group
Switzerland
$17.9M +$591K +6,513 +4%
LPL Financial
12
LPL Financial
California
$15.9M +$1.88M +20,712 +14%
Goldman Sachs
13
Goldman Sachs
New York
$15.6M +$3.88M +42,776 +34%
Millennium Management
14
Millennium Management
New York
$14.3M -$18.3M -201,507 -57%
PFM
15
Patton Fund Management
Texas
$13.2M -$433K -4,773 -3%
PAG
16
Private Advisor Group
New Jersey
$10.5M +$600K +6,616 +6%
Creative Planning
17
Creative Planning
Kansas
$9.98M -$380K -4,194 -4%
Ameriprise
18
Ameriprise
Minnesota
$9.62M -$19.6M -215,554 -68%
CAI
19
Capital Advisors Inc
Oklahoma
$8.3M +$674K +7,432 +9%
SWP
20
Stratos Wealth Partners
Ohio
$7.29M +$889K +9,796 +14%
MML Investors Services
21
MML Investors Services
Massachusetts
$6.36M -$360K -3,965 -5%
DIP
22
DT Investment Partners
Pennsylvania
$6M +$5.85M +64,474 New
CFG
23
Citizens Financial Group
Rhode Island
$5.34M +$24.8K +273 +0.5%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$4.68M +$4.56M +50,300 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.58M -$8.71K -96 -0.2%

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.