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SPDR Dow Jones REIT ETF
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Overview Fund Activity

246 hedge funds and large institutions have $2B invested in SPDR Dow Jones REIT ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+31
Holders Change %
+14.42%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
60
Increased
60
Reduced
74
Closed
27
Calls
$464K
Puts
$379K
Net Calls
+$85K
Net Calls Change
+$85K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
2
CSIA
Charles Schwab Investment Advisory
California
+$103M
3
BL
Balentine LLC
Georgia
+$69.6M
4
PPA
Parametric Portfolio Associates
Washington
+$44.6M
5
Bank of America
Bank of America
North Carolina
+$14.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$16.6M
2
Wells Fargo
Wells Fargo
California
-$15.7M
3
CAI
Capital Advisors Inc
Oklahoma
-$13M
4
Ameriprise
Ameriprise
Minnesota
-$8.05M
5
PI
PFS Investments
Georgia
-$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
226
Gemmer Asset Management
California
$7K +$80 +1 +1%
JCM
227
Jacobi Capital Management
Pennsylvania
$6K – – –
ME
228
McIlrath & Eck
Washington
$6K – – –
CAC
229
Certified Advisory Corp
Florida
$6K – – –
AF
230
Allworth Financial
California
$5K – – –
PFBT
231
Parkside Financial Bank & Trust
Missouri
$5K – – –
AIS
232
Accurate Investment Solutions
Pennsylvania
$5K – – –
BFC
233
Bedel Financial Consulting
Indiana
$5K – – –
RFA
234
Reilly Financial Advisors
California
$5K +$5K +57 New
MOS
235
MGO One Seven
Ohio
$5K +$5K +67 New
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
FPB
237
First PREMIER Bank
South Dakota
$4K +$4K +51 New
Parallax Volatility Advisers
238
Parallax Volatility Advisers
California
$3K +$2.9K +29 +2,900%
AIC
239
Archer Investment Corporation
Indiana
$2K +$2K +18 New
CHP
240
Cable Hill Partners
Oregon
$2K +$2K +26 New
SWM
241
SeaCrest Wealth Management
New York
$1K – – –
EWM
242
Endurance Wealth Management
Rhode Island
$1K – – –
MCM
243
MV Capital Management
Maryland
$1K – – –
CIAS
244
Capital Investment Advisory Services
North Carolina
$1K +$1K +9 New
W
245
WealthOne
New York
$1K +$1K +17 New
GT
246
Glenmede Trust
Pennsylvania
$246 +$112 +1,305 +84%
PAMU
247
Pictet Asset Management (UK)
United Kingdom
$206 – – –
CAI
248
Capital Advisors Inc
Oklahoma
– -$13M -139,350 Closed
PI
249
PFS Investments
Georgia
– -$6.75M -72,421 Closed
HI
250
Horizon Investments
North Carolina
– -$2.6M -27,892 Closed
7 8 9
10
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