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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
Northern Trust
1
Northern Trust
Illinois
$306M +$14.3M +141,070 +5%
Charles Schwab
2
Charles Schwab
California
$209M -$713K -7,042 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$99.4M +$60.4M +596,595 +178%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$79.8M +$30.2M +298,225 +66%
Wells Fargo
5
Wells Fargo
California
$54.7M -$5.24M -51,797 -9%
MSA
6
Mason Street Advisors
Wisconsin
$36M -$3.38M -33,400 -9%
Bank of America
7
Bank of America
North Carolina
$31.8M +$815K +8,052 +3%
BlackRock
8
BlackRock
New York
$31.8M -$1.32M -13,060 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$29M -$4.85M -47,954 -15%
Millennium Management
10
Millennium Management
New York
$27.1M +$10.1M +99,922 +65%
Ameriprise
11
Ameriprise
Minnesota
$25.2M +$13.5M +133,418 +129%
LPL Financial
12
LPL Financial
California
$24.5M +$5.95M +58,757 +34%
Truist Financial
13
Truist Financial
North Carolina
$24.2M -$1.24M -12,222 -5%
UBS Group
14
UBS Group
Switzerland
$20.9M +$346K +3,421 +2%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$18.3M +$12.2M +120,693 +240%
PFM
16
Patton Fund Management
Texas
$14.3M -$811K -8,009 -6%
PAG
17
Private Advisor Group
New Jersey
$12.5M +$428K +4,227 +4%
PCMM
18
Piedmont Capital Management (Montana)
Montana
$11.8M +$11.2M +110,617 New
Creative Planning
19
Creative Planning
Kansas
$10.7M -$659K -6,511 -6%
CAI
20
Capital Advisors Inc
Oklahoma
$9.39M -$121K -1,196 -1%
Goldman Sachs
21
Goldman Sachs
New York
$8.82M -$8.55M -84,459 -51%
SWP
22
Stratos Wealth Partners
Ohio
$8.56M +$187K +1,845 +2%
MML Investors Services
23
MML Investors Services
Massachusetts
$7.47M +$168K +1,661 +2%
RWA
24
Redhawk Wealth Advisors
Minnesota
$6.38M +$6.05M +59,758 New
DIP
25
DT Investment Partners
Pennsylvania
$6.19M -$658K -6,501 -10%

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.