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State Street SPDR Dow Jones REIT ETF

158 hedge funds and large institutions have $1.4B invested in State Street SPDR Dow Jones REIT ETF in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

10% more funds holding

Funds holding: 144158 (+14)

0.77% more ownership

Funds ownership: 66.71%67.47% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less capital invested

Capital invested by funds: $1.41B → $1.4B (-$10.9M)

7% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 54

70% less call options, than puts

Call options by funds: $535K | Put options by funds: $1.77M

Holders
158
Holders Change
+14
Holders Change %
+9.72%
% of All Funds
4.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
27
Increased
50
Reduced
54
Closed
11
Calls
$535K
Puts
$1.77M
Net Calls
-$1.24M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Stratford Consulting
Texas
$7.17M -$18K -245 -0.2%
CS
27
Credit Suisse
Switzerland
$6.81M -$130K -1,774 -2%
BIT
28
BlackRock Institutional Trust
California
$6.36M +$5.94M +80,803 +962%
DIP
29
DT Investment Partners
Pennsylvania
$6.15M -$132K -1,799 -2%
Brown Advisory
30
Brown Advisory
Maryland
$5.67M -$102K -1,390 -2%
SG Americas Securities
31
SG Americas Securities
New York
$5.57M -$141K -1,913 -2%
TAT
32
TD Ameritrade Trust
Colorado
$5.51M +$222K +3,015 +4%
Invesco
33
Invesco
Georgia
$5.16M -$560K -7,617 -10%
MCM
34
Manchester Capital Management
Vermont
$5.07M +$607K +8,253 +13%
U
35
UBS
Switzerland
$5.03M -$2.04M -27,811 -28%
V
36
Veritable
Delaware
$4.68M +$536K +7,297 +13%
ECM
37
ETrade Capital Management
Virginia
$4.19M -$272K -3,696 -6%
BTS
38
BB&T Securities
Virginia
$3.65M -$197K -2,681 -34%
NC
39
NewSquare Capital
Pennsylvania
$3.46M -$233K -3,165 -6%
SMC
40
Smith, Moore & Co
Missouri
$3.31M +$3.41M +46,419 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.51M +$186K +2,531 +8%
BWM
42
Braver Wealth Management
Massachusetts
$2.46M +$46.9K +638 +2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.44M -$324K -4,408 -11%
RJA
44
Raymond James & Associates
Florida
$2.38M +$55K +748 +2%
MCM
45
Maryland Capital Management
Maryland
$2.24M -$37.9K -515 -2%
Lazard Asset Management
46
Lazard Asset Management
New York
$2.2M +$2.27M +30,900 New
JP Morgan Chase
47
JP Morgan Chase
New York
$2.12M +$161K +2,191 +8%
LS
48
Lattice Strategies
Pennsylvania
$1.84M -$108K -1,475 -5%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.73M +$79.5K +1,082 +5%
MWP
50
Moller Wealth Partners
$1.7M -$64.8K -881 -4%