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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
HW
251
Hancock Whitney
Mississippi
-$335K -3,846 Closed
Renaissance Technologies
252
Renaissance Technologies
New York
-$296K -3,400 Closed
SBH
253
Segall Bryant & Hamill
Illinois
-$259K -2,973 Closed
TW
254
TrinityPoint Wealth
Connecticut
-$239K -2,746 Closed
AAS
255
Avantax Advisory Services
Texas
-$225K -2,577 Closed
RWA
256
Redhawk Wealth Advisors
Minnesota
-$221K -2,534 Closed
WPWM
257
Windward Private Wealth Management
Kansas
-$219K -2,513 Closed
DWT
258
Dorsey & Whitney Trust
South Dakota
-$218K -2,500 Closed
CTA
259
Chesley Taft & Associates
Illinois
-$201K -2,312 Closed
PMFA
260
Plante Moran Financial Advisors
Michigan
-$80.4K -880 Closed
CS
261
Comerica Securities
Michigan
-$71K -815 Closed
USCWA
262
U.S. Capital Wealth Advisors
Texas
-$70.2K -806 Closed
MIFH
263
Migdal Insurance & Financial Holdings
Israel
-$69K -794 Closed
MCC
264
Money Concepts Capital
Florida
-$53.9K -618 Closed
LWP
265
Laurel Wealth Planning
Minnesota
-$35.3K -405 Closed
GBT
266
Grove Bank & Trust
Florida
-$21K -245 Closed
LFA
267
LGT Financial Advisors
Texas
-$20K -229 Closed
OWA
268
One Wealth Advisors
California
-$18.3K -210 Closed
AWM
269
Accurate Wealth Management
Florida
-$17.4K -196 Closed
AWM
270
Aberdeen Wealth Management
Illinois
-$9.15K -105 Closed
CWP
271
Concord Wealth Partners
Virginia
-$7.84K -90 Closed
BTI
272
Blue Trust Inc
Georgia
-$7K -87 Closed
FMP
273
Financial Management Professionals
Texas
-$7K -85 Closed
RIA
274
Realta Investment Advisors
Delaware
-$6.84K -78 Closed
ME
275
McIlrath & Eck
Washington
-$6.54K -75 Closed