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SPDR Dow Jones REIT ETF
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Overview Fund Activity

266 hedge funds and large institutions have $1.06B invested in SPDR Dow Jones REIT ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+30
Holders Change %
+12.71%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
76
Reduced
80
Closed
17
Calls
$229K
Puts
$553K
Net Calls
-$324K
Net Calls Change
-$1.22M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Northern Trust
2
Northern Trust
Illinois
$258M
3
BlackRock
3
BlackRock
New York
$22.4M
4
CAI
4
Capital Advisors Inc
Oklahoma
$8.39M
5
UBS Group
5
UBS Group
Switzerland
$8.33M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$863K
3
N
3
Natixis
France
$95
4
Wells Fargo
4
Wells Fargo
California
$69.9M
5
CA
5
Clearstead Advisors
Ohio
$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
226
Jackson Hole Capital Partners
Oklahoma
$11K – – –
EWA
227
EverSource Wealth Advisors
Alabama
$10.5K -$4.77K -50 -31%
AWM
228
Aberdeen Wealth Management
Illinois
$10K +$10K +105 New
OC
229
Oakworth Capital
Alabama
$9.53K – – –
SSB
230
Sandy Spring Bank
Maryland
$9.44K – – –
FP
231
Financial Perspectives
Minnesota
$8.58K – – –
AF
232
Allworth Financial
California
$8.56K -$11.8K -124 -58%
TSW
233
Thompson Siegel & Walmsley
Virginia
$8K – – –
FCAS
234
First Command Advisory Services
Texas
$7.72K +$1.53K +16 +25%
EWM
235
EPG Wealth Management
Georgia
$7.23K – – –
FWM
236
FSA Wealth Management
Massachusetts
$6K +$6K +64 New
PFBT
237
Parkside Financial Bank & Trust
Missouri
$5.72K – – –
IRAG
238
Investment Research & Advisory Group
Georgia
$5.24K +$5.24K +55 New
RIM
239
Rockbridge Investment Management
New York
$4.96K +$4.96K +52 New
AFS
240
Annapolis Financial Services
Maryland
$4.58K – – –
SIS
241
Sound Income Strategies
Florida
$4K +$4K +42 New
RLIM
242
Red Lighthouse Investment Management
New York
$3.91K – – –
OP
243
ORG Partners
Indiana
$3.91K – – –
FFA
244
Farther Finance Advisors
California
$3.91K – – –
CJ
245
Caitlin John
Michigan
$3.77K +$3.77K +40 New
IRC
246
Investors Research Corp
Georgia
$3.72K +$572 +6 +18%
NFSG
247
Newbridge Financial Services Group
Florida
$3.54K – – –
MCM
248
Manchester Capital Management
Vermont
$3.34K -$477 -5 -13%
TFG
249
Team Financial Group
California
$3.15K +$3.15K +33 New
HIA
250
Harbor Investment Advisory
Maryland
$3.05K – – –
8 9
10
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