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SPDR Dow Jones REIT ETF
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Overview Fund Activity

224 hedge funds and large institutions have $1.03B invested in SPDR Dow Jones REIT ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
49
Reduced
75
Closed
21
Calls
–
Puts
$435K
Net Calls
-$435K
Net Calls Change
+$259K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.3M
2
Ameriprise
2
Ameriprise
Minnesota
$13.7M
3
Truist Financial
3
Truist Financial
North Carolina
$36.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.4M
5
Millennium Management
5
Millennium Management
New York
$4.66M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$527K
2
Morgan Stanley
2
Morgan Stanley
New York
$28.9M
3
Northern Trust
3
Northern Trust
Illinois
$213M
4
Wells Fargo
4
Wells Fargo
California
$105M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
226
Tocqueville Asset Management
New York
– -$983K -11,336 Closed
CDIA
227
Capital Directions Investment Advisors
Georgia
– -$694K -8,001 Closed
SF
228
Synovus Financial
Georgia
– -$572K -6,623 Closed
HW
229
Hancock Whitney
Mississippi
– -$240K -2,767 Closed
FTS
230
Fifth Third Securities
Ohio
– -$228K -2,629 Closed
CCM
231
Covington Capital Management
California
– -$130K -1,500 Closed
LWCFA
232
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$85K -982 Closed
ABC
233
Associated Banc-Corp
Wisconsin
– -$45K -524 Closed
IA
234
IndexIQ Advisors
New York
– -$40K -461 Closed
POIA
235
Pin Oak Investment Advisors
Texas
– -$37K -431 Closed
ASN
236
Advisory Services Network
Georgia
– -$26K -298 Closed
RPWA
237
Regent Peak Wealth Advisors
Georgia
– -$24K -272 Closed
MAM
238
Meeder Asset Management
Ohio
– -$16K -188 Closed
BWM
239
Baystate Wealth Management
Massachusetts
– -$7K -83 Closed
DWM
240
Defined Wealth Management
Oregon
– -$5K -60 Closed
VNA
241
Valley National Advisers
Pennsylvania
– -$2K -23 Closed
MCM
242
McMillion Capital Management
North Carolina
– -$2K -21 Closed
GWMIA
243
Global Wealth Management Investment Advisory
Florida
– -$1K -12 Closed
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