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SPDR Dow Jones REIT ETF
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Overview Fund Activity

278 hedge funds and large institutions have $1.98B invested in SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+24
Holders Change %
+9.45%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
52
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$30.2M
2
Northern Trust
Northern Trust
Illinois
$309M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.93M
4
PPA
Parametric Portfolio Associates
Washington
$88.1M
5
AG
Advisor Group
Arizona
$13.5M

Top Sellers

1
State Street
State Street
Massachusetts
$159M
2
Goldman Sachs
Goldman Sachs
New York
$30.7M
3
CAI
Capital Advisors Inc
Oklahoma
$0
4
AssetMark Inc
AssetMark Inc
California
$48M
5
Ameriprise
Ameriprise
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
251
Gemmer Asset Management
California
$9K +$100 +1 +1%
JCM
252
Jacobi Capital Management
Pennsylvania
$8K – – –
TFO
253
Tarbox Family Office
California
$8K – – –
ME
254
McIlrath & Eck
Washington
$8K – – –
MPCG
255
Matrix Private Capital Group
New York
$8K +$8K +80 New
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
1NWS
257
1 North Wealth Services
Maryland
$7K – – –
CAC
258
Certified Advisory Corp
Florida
$7K – – –
FWM
259
FSA Wealth Management
Massachusetts
$7K +$7K +64 New
PFBT
260
Parkside Financial Bank & Trust
Missouri
$6K – – –
TCWM
261
Total Clarity Wealth Management
Illinois
$6K +$6K +55 New
TPWA
262
TRUE Private Wealth Advisors
Oregon
$6K +$6K +60 New
AF
263
Allworth Financial
California
$5K – – –
FGAM
264
Financial Gravity Asset Management
Texas
$5K +$5K +50 New
SFS
265
Sowell Financial Services
Arkansas
$3K -$333 -3 -10%
MCM
266
McMillion Capital Management
North Carolina
$2K – – –
EWM
267
Endurance Wealth Management
Rhode Island
$2K +$1K +11 +100%
CL
268
Cabana LLC
Arkansas
$2K +$2K +15 New
GTAM
269
Global Trust Asset Management
Florida
$1K – – –
GWMIA
270
Global Wealth Management Investment Advisory
Florida
$1K – – –
MCM
271
MV Capital Management
Maryland
$1K – – –
CIAS
272
Capital Investment Advisory Services
North Carolina
$1K – – –
LPWM
273
Lake Point Wealth Management
Texas
$1K +$1K +6 New
MF
274
Manchester Financial
California
$1K +$1K +6 New
RG
275
Retirement Group
California
$1K +$1K +14 New
9 10
11
12 13