We are live on ! Find out more
RWR icon

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
Northern Trust
1
Northern Trust
Illinois
$312M +$30.2M +290,370 +10%
Charles Schwab
2
Charles Schwab
California
$250M +$59.1M +567,560 +29%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$73M -$893K -8,581 -1%
Wells Fargo
4
Wells Fargo
California
$50M -$744K -7,142 -1%
BlackRock
5
BlackRock
New York
$34.9M +$5.74M +55,177 +19%
Morgan Stanley
6
Morgan Stanley
New York
$34.5M -$60.6M -582,224 -63%
MSA
7
Mason Street Advisors
Wisconsin
$31.7M -$1.77M -17,000 -5%
Bank of America
8
Bank of America
North Carolina
$29.4M -$57.8K -555 -0.2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$29.4M +$2.64M +25,328 +9%
Ameriprise
10
Ameriprise
Minnesota
$26.6M +$4.32M +41,497 +18%
Truist Financial
11
Truist Financial
North Carolina
$23.3M +$980K +9,417 +4%
LPL Financial
12
LPL Financial
California
$19.9M -$2.91M -27,952 -12%
UBS Group
13
UBS Group
Switzerland
$19.9M +$610K +5,858 +3%
PFM
14
Patton Fund Management
Texas
$12.9M -$365K -3,506 -3%
CIA
15
Christian Investment Advisors
Texas
$12M +$12.6M +121,045 New
PAG
16
Private Advisor Group
New Jersey
$11.8M +$215K +2,066 +2%
PCMM
17
Piedmont Capital Management (Montana)
Montana
$10.9M +$93.2K +895 +0.8%
Creative Planning
18
Creative Planning
Kansas
$10.8M +$922K +8,854 +9%
FFO
19
Fiduciary Family Office
Florida
$10.6M +$11.1M +106,832 New
NHFG
20
New Harbor Financial Group
Massachusetts
$10.6M +$11.1M +106,832 New
Goldman Sachs
21
Goldman Sachs
New York
$8.24M +$70.8K +680 +0.8%
SWP
22
Stratos Wealth Partners
Ohio
$7.31M -$648K -6,219 -8%
MML Investors Services
23
MML Investors Services
Massachusetts
$7.18M +$272K +2,615 +4%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$6.94M -$10.5M -100,838 -59%
QC
25
Quadrature Capital
United Kingdom
$6.73M +$7.09M +68,062 New

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.