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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 %
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$2.96K -$572 -6 -16%
Kayne Anderson Rudnick Investment Management
252
Kayne Anderson Rudnick Investment Management
California
$2.86K – – –
PA
253
Parallel Advisors
California
$2.19K – – –
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.3K -15 -39%
HR
255
Howe & Rusling
New York
$1.91K +$1.91K +20 New
RTL
256
Red Tortoise LLC
Georgia
$1.75K -$18.9K -194 -92%
FFA
257
Frazier Financial Advisors
Ohio
$1.58K +$1.58K +17 New
CFD
258
Creative Financial Designs
Indiana
$1.53K – – –
SL
259
Salomon & Ludwin
Virginia
$1.41K – – –
RG
260
Retirement Group
California
$1.33K – – –
CP
261
Castleview Partners
Texas
$763 -$95 -1 -11%
SAM
262
Smartleaf Asset Management
Massachusetts
$289 +$289 +3 New
DFA
263
DHJJ Financial Advisors
Illinois
$191 – – –
GWANC
264
Guardian Wealth Advisors (North Carolina)
North Carolina
$191 +$191 +2 New
N
265
Natixis
France
$95 -$5.42M -57,004 -100%
VAG
266
VisionPoint Advisory Group
Texas
$95 +$95 +1 New
GB
267
Gunma Bank
Japan
– -$4.56M -55,000 Closed
State Street
268
State Street
Massachusetts
– -$2.56M -30,848 Closed
Renaissance Technologies
269
Renaissance Technologies
New York
– -$680K -8,200 Closed
FHA
270
Flagship Harbor Advisors
Massachusetts
– -$320K -3,856 Closed
CCP
271
Clarkston Capital Partners
Michigan
– -$290K -3,500 Closed
AWA
272
Alta Wealth Advisors
Massachusetts
– -$289K -3,489 Closed
LSA
273
Lion Street Advisors
Texas
– -$235K -2,838 Closed
HR
274
Hardy Reed
Mississippi
– -$213K -2,563 Closed
BBHC
275
Brown Brothers Harriman & Co
New York
– -$130K -1,570 Closed
8 9 10
11
12