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SPDR Dow Jones REIT ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.01B invested in SPDR Dow Jones REIT ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-20
Holders Change %
-7.52%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
70
Reduced
84
Closed
36
Calls
$848K
Puts
$1.45M
Net Calls
-$603K
Net Calls Change
-$279K

Top Buyers

1
Millennium Management
Millennium Management
New York
$33.5M
2
Ameriprise
Ameriprise
Minnesota
$29.8M
3
UBS Group
UBS Group
Switzerland
$17.5M
4
SWP
Stratos Wealth Partners
Ohio
$6.46M
5
SAG
SageView Advisory Group
California
$6.03M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$31.7M
2
LPL Financial
LPL Financial
California
$14.2M
3
Wells Fargo
Wells Fargo
California
$62.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.54M
5
CFB
Cullen/Frost Bankers
Texas
$302K
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
251
Balyasny Asset Management
Illinois
– -$487K -5,111 Closed
WWG
252
West Wealth Group
California
– -$443K -4,652 Closed
FCI
253
Financial Counselors Inc
Kansas
– -$413K -4,338 Closed
ES
254
Eagle Strategies
New York
– -$360K -3,776 Closed
MW
255
Marcum Wealth
Ohio
– -$337K -3,532 Closed
HW
256
Hancock Whitney
Mississippi
– -$306K -3,213 Closed
PAS
257
Park Avenue Securities
New York
– -$301K -3,156 Closed
Jane Street
258
Jane Street
New York
– -$263K -2,763 Closed
IA
259
IFG Advisory
Georgia
– -$249K -2,616 Closed
BNP Paribas Financial Markets
260
BNP Paribas Financial Markets
France
– -$112K -1,170 Closed
ASN
261
Advisory Services Network
Georgia
– -$89.3K -937 Closed
BCMIO
262
Beacon Capital Management Inc (Ohio)
Ohio
– -$31.6K -332 Closed
Cohen & Steers
263
Cohen & Steers
New York
– -$30K -316 Closed
GFPC
264
Global Financial Private Client
Florida
– -$27.8K -292 Closed
FPFS
265
First Personal Financial Services
North Carolina
– -$19.3K -202 Closed
FDCP
266
Foster Dykema Cabot & Partners
Massachusetts
– -$19.1K -200 Closed
CG
267
Cutler Group
California
– -$19K -200 Closed
CFFP
268
Center for Financial Planning
Michigan
– -$18.1K -190 Closed
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
– -$11.9K -125 Closed
OC
270
Oakworth Capital
Alabama
– -$9.53K -100 Closed
TSW
271
Thompson Siegel & Walmsley
Virginia
– -$8K -85 Closed
FCAS
272
First Command Advisory Services
Texas
– -$7.72K -81 Closed
IRAG
273
Investment Research & Advisory Group
Georgia
– -$5.24K -55 Closed
RIM
274
Rockbridge Investment Management
New York
– -$4.96K -52 Closed
AFS
275
Annapolis Financial Services
Maryland
– -$4.58K -48 Closed
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