RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

233 hedge funds and large institutions have $1.17B invested in SPDR Dow Jones REIT ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
71
Reduced
63
Closed
23
Calls
$808K
Puts
$1.07M
Net Calls
-$262K
Net Calls Change
+$173K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$22.9M
2
Charles Schwab
2
Charles Schwab
California
$138M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.7M
4
Truist Financial
4
Truist Financial
North Carolina
$46.4M
5
IA
5
IFP Advisors
Florida
$5.21M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.93M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$32.1M
3
N
3
Natixis
France
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
MV Capital Management
Maryland
$1K – – –
RG
227
Retirement Group
California
$1K – – –
CI
228
CX Institutional
Indiana
$1K – – –
GTAM
229
Global Trust Asset Management
Florida
$1K – – –
PA
230
Parallel Advisors
California
$1K +$1K +6 New
LPWM
231
Lake Point Wealth Management
Texas
$1K +$1K +6 New
GI
232
Gradient Investments
Minnesota
$1K +$1K +8 New
N
233
Natixis
France
– -$5.33M -56,262 Closed
HF
234
HRT Financial
New York
– -$687K -7,260 Closed
CAM
235
Congress Asset Management
Massachusetts
– -$576K -6,080 Closed
1SB
236
1ST Source Bank
Indiana
– -$460K -4,860 Closed
UBV
237
United Bank (Virginia)
Virginia
– -$402K -4,250 Closed
WCFA
238
Walkner Condon Financial Advisors
Wisconsin
– -$336K -3,553 Closed
CC
239
Courier Capital
New York
– -$202K -2,133 Closed
Qube Research & Technologies (QRT)
240
Qube Research & Technologies (QRT)
United Kingdom
– -$100K -1,060 Closed
VFA
241
Valeo Financial Advisors
Indiana
– -$74K -787 Closed
Barclays
242
Barclays
United Kingdom
– -$66K -699 Closed
TC
243
Tacita Capital
Ontario, Canada
– -$52K -550 Closed
MLFP
244
MPS Loria Financial Planners
Illinois
– -$48K -508 Closed
BCMIO
245
Beacon Capital Management Inc (Ohio)
Ohio
– -$34K -363 Closed
LGWM
246
Litman Gregory Wealth Management
California
– -$18K -193 Closed
APWM
247
Atlas Private Wealth Management
New York
– -$18K -191 Closed
APWA
248
Atlas Private Wealth Advisors
New Jersey
– -$15K -156 Closed
SIM
249
Sonora Investment Management
Arizona
– -$12K -126 Closed
RFA
250
Reilly Financial Advisors
California
– -$12K -123 Closed
7 8 9
10
11