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State Street SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $621K

4% less funds holding

Funds holding: 255245 (-10)

4.5% less ownership

Funds ownership: 75.37%70.87% (-4.5%)

8% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$93.2M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
245
Holders Change
-10
Holders Change %
-3.92%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
63
Reduced
89
Closed
34
Calls
$1.23M
Puts
$621K
Net Calls
+$613K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$4.51K +$417K +4,562 +10%
AFS
227
Annapolis Financial Services
Maryland
$4.26K +$4.38K +48 New
MCM
228
Manchester Capital Management
Vermont
$4.08K
RLIM
229
Red Lighthouse Investment Management
New York
$3.64K
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$3.29K
NFSG
231
Newbridge Financial Services Group
Florida
$3.19K
HIA
232
Harbor Investment Advisory
Maryland
$2.84K
Kayne Anderson Rudnick Investment Management
233
Kayne Anderson Rudnick Investment Management
California
$2.67K
IAIM
234
International Assets Investment Management
Florida
$2.58K +$2.65K +29 New
IRC
235
Investors Research Corp
Georgia
$2.22K
PA
236
Parallel Advisors
California
$2.04K +$2.1K +23 New
CAL
237
Capital Analysts LLC
Pennsylvania
$2K
EWM
238
Endurance Wealth Management
Rhode Island
$2K
CSPIA
239
Cary Street Partners Investment Advisory
Virginia
$1.24K
RG
240
Retirement Group
California
$1K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$1K +$365 +4 +133%
CP
242
Castleview Partners
Texas
$888 +$913 +10 New
FFA
243
Farther Finance Advisors
California
$444 +$457 +5 New
SFCL
244
Strengthening Families & Communities LLC
Massachusetts
$136 +$1K +11 +0.7%
LIA
245
Luken Investment Analytics
Tennessee
$89 +$91 +1 New
Nisa Investment Advisors
246
Nisa Investment Advisors
Missouri
-$22.2M -254,196 Closed
CI
247
CX Institutional
Indiana
-$9.82M -112,663 Closed
CCM
248
Consolidated Capital Management
California
-$5.4M -62,016 Closed
MW
249
Marcum Wealth
Ohio
-$870K -9,984 Closed
APP
250
Avantax Planning Partners
Iowa
-$439K -5,036 Closed