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SPDR Dow Jones REIT ETF
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Overview Fund Activity

218 hedge funds and large institutions have $1.07B invested in SPDR Dow Jones REIT ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 97 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-60
Holders Change %
-21.58%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
50
Reduced
97
Closed
70
Calls
$744K
Puts
$662K
Net Calls
+$82K
Net Calls Change
-$155K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$80.5M
2
Northern Trust
2
Northern Trust
Illinois
$241M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4M
4
M&T Bank
4
M&T Bank
New York
$5.11M
5
PAG
5
Private Advisor Group
New Jersey
$4.35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BL
2
Balentine LLC
Georgia
$39K
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.4M
5
State Street
5
State Street
Massachusetts
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
226
Princeton Global Asset Management
New Jersey
– -$907 -8,895 Closed
PWM
227
PRW Wealth Management
Massachusetts
– -$837K -8,200 Closed
SC
228
Slow Capital
California
– -$827K -8,109 Closed
SPC
229
Sigma Planning Corp
Michigan
– -$750K -7,352 Closed
PFA
230
Pure Financial Advisors
California
– -$734K -7,195 Closed
FTS
231
Fifth Third Securities
Ohio
– -$537K -5,260 Closed
BBA
232
BLB&B Advisors
Pennsylvania
– -$525K -5,148 Closed
CG
233
Colony Group
Massachusetts
– -$513K -5,031 Closed
PV
234
Private Vista
Illinois
– -$499K -4,900 Closed
GBBWRPM
235
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$427K -4,187 Closed
Wolverine Trading
236
Wolverine Trading
Illinois
– -$361K -3,568 Closed
DAS
237
Dynamic Advisor Solutions
Arizona
– -$353K -3,464 Closed
UWPG
238
Ullmann Wealth Partners Group
Florida
– -$349K -3,422 Closed
MBT
239
Montecito Bank & Trust
California
– -$347K -3,401 Closed
SW
240
SVB Wealth
Massachusetts
– -$310K -3,036 Closed
TI
241
Truepoint Inc
Ohio
– -$307K -3,012 Closed
Asset Management One
242
Asset Management One
Japan
– -$304K -2,980 Closed
GIA
243
Gladstone Institutional Advisory
Florida
– -$301K -2,950 Closed
MAS
244
Managed Account Services
Florida
– -$290K -2,891 Closed
HW
245
Hancock Whitney
Mississippi
– -$294K -2,880 Closed
TC
246
TownSquare Capital
Utah
– -$290K -2,846 Closed
AWMS
247
Advocacy Wealth Management Services
Georgia
– -$287K -2,809 Closed
FNBT
248
FineMark National Bank & Trust
Florida
– -$283K -2,770 Closed
ACM
249
Armbruster Capital Management
New York
– -$281K -2,750 Closed
MFGP
250
Marshall Financial Group (Pennsylvania)
Pennsylvania
– -$278K -2,729 Closed
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