RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

181 hedge funds and large institutions have $2.17B invested in SPDR Dow Jones REIT ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
181
Holders Change
+6
Holders Change %
+3.43%
% of All Funds
4.83%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
26
Increased
67
Reduced
50
Closed
15
Calls
$627K
Puts
$10.2M
Net Calls
-$9.53M
Net Calls Change
-$3.04M

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$79.7M
2
Wells Fargo
2
Wells Fargo
California
$350M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.8M
4
Northern Trust
4
Northern Trust
Illinois
$266M
5
TCT
5
TIAA CREF Trust
Missouri
$190M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$3.82M
2
DWA
2
Dorsey Wright & Associates
California
$9.29M
3
State Street
3
State Street
Massachusetts
$143M
4
VA
4
Valmark Advisers
Ohio
$99.8M
5
AssetMark Inc
5
AssetMark Inc
California
$47.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$11.1M 122,268 +11,246 +10%
PFM
27
Phillips Financial Management
Indiana
$10.5M 110,385 -7,364 -6%
Brown Advisory
28
Brown Advisory
Maryland
$10M 110,028 -5,188 -5%
UBS Group
29
UBS Group
Switzerland
$9.77M 107,500 +107,500 New
DWA
30
Dorsey Wright & Associates
California
$9.29M 102,184 -249,608 -71%
CS
31
Credit Suisse
Switzerland
$8.8M 96,782 +1,471 +2%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$8.63M 94,905 +7,800 +9%
SC
33
Stratford Consulting
Texas
$8.38M 92,227 +735 +0.8%
MWM
34
Merriman Wealth Management
Washington
$6.96M 73,152 -1,225 -2%
CIM
35
Confluence Investment Management
Missouri
$5.79M 63,667 +6,502 +11%
RJA
36
Raymond James & Associates
Florida
$5.78M 63,586 +18,827 +42%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$5.65M 62,110 -108 -0.2%
NC
38
NewSquare Capital
Pennsylvania
$5.22M 57,413 +13,959 +32%
MCM
39
Manchester Capital Management
Vermont
$5.18M 57,024 -13,860 -20%
SMC
40
Smith, Moore & Co
Missouri
$5.05M 55,511 +4,818 +10%
BTS
41
BB&T Securities
Virginia
$4.62M 5,079 +636 +14%
ECM
42
ETrade Capital Management
Virginia
$4.6M 50,607 -1,313 -3%
V
43
Veritable
Delaware
$4.56M 50,199 – –
BFEC
44
Benjamin F. Edwards & Company
Missouri
$4.48M 49,321 +2,704 +6%
CCMG
45
Clark Capital Management Group
Pennsylvania
$4.44M 48,816 +48,816 New
MBT
46
Montecito Bank & Trust
California
$4.28M 47,128 +6,655 +16%
BWM
47
Braver Wealth Management
Massachusetts
$4.09M 44,951 +10,975 +32%
AllianceBernstein
48
AllianceBernstein
Tennessee
$4.01M 44,071 +1,795 +4%
BCA
49
Bray Capital Advisors
Florida
$3.85M 42,381 +42,381 New
Charles Schwab
50
Charles Schwab
California
$3.82M 42,000 -367,600 -90%
1
2
3 4 5