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SPDR Dow Jones REIT ETF
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Overview Fund Activity

266 hedge funds and large institutions have $1.26B invested in SPDR Dow Jones REIT ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-11
Holders Change %
-3.97%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
75
Reduced
77
Closed
41
Calls
$713K
Puts
$475K
Net Calls
+$238K
Net Calls Change
-$654K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$62M
2
Nisa Investment Advisors
2
Nisa Investment Advisors
Missouri
$23M
3
Northern Trust
3
Northern Trust
Illinois
$256M
4
Bank of America
4
Bank of America
North Carolina
$55.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$53.4M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$129M
2
CAI
2
Capital Advisors Inc
Oklahoma
$0
3
Wells Fargo
3
Wells Fargo
California
$105M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$102M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
251
Kelly Financial Services
Massachusetts
$2.24K +$2.24K +24 New
CP
252
Castleview Partners
Texas
$2.01K +$2.01K +20 New
HI
253
Hudock Inc
Pennsylvania
$2K -$133 -2 -6%
EWM
254
Endurance Wealth Management
Rhode Island
$2K – – –
HR
255
Howe & Rusling
New York
$2K – – –
IRC
256
Investors Research Corp
Georgia
$2K +$609 +7 +44%
CWP
257
Concord Wealth Partners
Virginia
$2K +$2K +16 New
GI
258
Gradient Investments
Minnesota
$2K +$2K +20 New
MCM
259
McMillion Capital Management
North Carolina
$2K +$2K +21 New
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$1.53K +$85 +871 +6%
FA
261
Faithward Advisors
Pennsylvania
$1K – – –
MCM
262
MV Capital Management
Maryland
$1K – – –
RG
263
Retirement Group
California
$1K – – –
LPWM
264
Lake Point Wealth Management
Texas
$1K – – –
CAI
265
Capital Advisors Inc
Oklahoma
– -$15.2M -129,241 Closed
ODFS
266
O'Donnell Financial Services
California
– -$10.5M -89,329 Closed
N
267
Natixis
France
– -$7.94M -67,676 Closed
AIA
268
Arrow Investment Advisors
Maryland
– -$5.4M -46,043 Closed
DWA
269
Dorsey Wright & Associates
California
– -$3.17M -26,975 Closed
CIAS
270
CFS Investment Advisory Services
New Jersey
– -$14K -17,155 Closed
ARC
271
Advisor Resource Council
Texas
– -$979K -8,345 Closed
Comerica Bank
272
Comerica Bank
Texas
– -$539K -4,441 Closed
FFN
273
Focus Financial Network
Minnesota
– -$466K -3,971 Closed
BMWM
274
Brown Miller Wealth Management
Virginia
– -$422K -3,598 Closed
CF
275
Convergence Financial
Missouri
– -$417K -3,557 Closed
9 10
11
12 13