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SPDR Dow Jones REIT ETF
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Overview Fund Activity

166 hedge funds and large institutions have $1.66B invested in SPDR Dow Jones REIT ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
4.8%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
25
Increased
57
Reduced
51
Closed
17
Calls
$749K
Puts
$1.54M
Net Calls
-$788K
Net Calls Change
+$451K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$93M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
VA
3
Valmark Advisers
Ohio
$89.7M
4
BIT
4
BlackRock Institutional Trust
California
$19.7M
5
CIM
5
Confluence Investment Management
Missouri
$11.3M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$0
3
Invesco
3
Invesco
Georgia
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18.6M
5
Northern Trust
5
Northern Trust
Illinois
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$8.76M +$2.56M +32,776 +41%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$8.5M +$8.5M +108,990 New
SI
28
Stephens Inc
Arkansas
$8.37M +$316K +4,047 +4%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$8.15M +$7.48M +95,892 +1,114%
SC
30
Stratford Consulting
Texas
$7.7M -$148K -1,898 -2%
LPL Financial
31
LPL Financial
California
$6.99M -$924K -11,836 -12%
DIP
32
DT Investment Partners
Pennsylvania
$6.79M +$54.8K +702 +0.8%
TAT
33
TD Ameritrade Trust
Colorado
$6.59M +$595K +7,619 +10%
MCM
34
Manchester Capital Management
Vermont
$5.55M – – –
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$4.99M +$4.99M +63,628 New
SG Americas Securities
36
SG Americas Securities
New York
$4.91M -$1.18M -15,184 -19%
U
37
UBS
Switzerland
$4.79M -$716K -9,173 -13%
ECM
38
ETrade Capital Management
Virginia
$4.47M -$117K -1,503 -3%
Barclays
39
Barclays
United Kingdom
$4.32M +$3.8M +48,740 +732%
V
40
Veritable
Delaware
$3.95M -$1.17M -14,990 -23%
SMC
41
Smith, Moore & Co
Missouri
$3.69M +$68.5K +878 +2%
NC
42
NewSquare Capital
Pennsylvania
$3.66M -$128K -1,640 -3%
BTS
43
BB&T Securities
Virginia
$3.48M -$509K -653 -13%
AllianceBernstein
44
AllianceBernstein
Tennessee
$3.05M +$3.05M +39,054 New
RJA
45
Raymond James & Associates
Florida
$3.03M +$426K +5,455 +16%
AB
46
Atlas Brown
Kentucky
$2.99M +$2.99M +38,303 New
CAN
47
Cetera Advisor Networks
California
$2.99M +$2.05M +26,331 +218%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$2.95M +$635K +8,133 +27%
BWM
49
Braver Wealth Management
Massachusetts
$2.68M -$8.74K -112 -0.3%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.68M -$70.2K -900 -3%
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