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State Street SPDR Dow Jones REIT ETF

209 hedge funds and large institutions have $1.66B invested in State Street SPDR Dow Jones REIT ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.37% less ownership

Funds ownership: 73.05%70.68% (-2.4%)

3% less funds holding

Funds holding: 216209 (-7)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

19% less capital invested

Capital invested by funds: $2.06B → $1.66B (-$402M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 80

98% less call options, than puts

Call options by funds: $939K | Put options by funds: $59.4M

Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
49
Reduced
80
Closed
30
Calls
$939K
Puts
$59.4M
Net Calls
-$58.5M
Net Calls Change
-$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$6.13M -$12.4M -142,497 -67%
CAM
27
Congress Asset Management
Massachusetts
$5.34M +$294K +3,393 +6%
Stifel Financial
28
Stifel Financial
Missouri
$5.1M +$240K +2,769 +5%
PFM
29
Phillips Financial Management
Indiana
$5.09M +$7.8K +90 +0.2%
SG Americas Securities
30
SG Americas Securities
New York
$5.07M +$3.6M +41,520 +239%
SMC
31
Smith, Moore & Co
Missouri
$4.84M -$150K -1,731 -3%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$4.18M -$23.9K -276 -0.6%
UBS Group
33
UBS Group
Switzerland
$4.11M +$8.85K +102 +0.2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$4M -$143K -1,646 -3%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$3.93M +$2.18M +25,172 +123%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$3.5M -$10.9K -126 -0.3%
Citadel Advisors
37
Citadel Advisors
Florida
$3.43M +$3.45M +39,805 New
Jane Street
38
Jane Street
New York
$2.94M +$2.77M +31,971 +1,463%
HSA
39
HBK Sorce Advisory
Pennsylvania
$2.73M +$6.5K +75 +0.2%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.67M -$48.1K -555 -2%
LF
41
Lee Financial
Texas
$2.49M -$1.31M -15,070 -34%
AB
42
Atlas Brown
Kentucky
$2.42M -$2.86K -33 -0.1%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.32M -$44K -507 -2%
V
44
Veritable
Delaware
$2.31M -$278K -3,206 -11%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.28M -$10.1M -116,259 -82%
CAM
46
Crestone Asset Management
Colorado
$2.2M
HNB
47
Huntington National Bank
Ohio
$2.02M
UWPG
48
Ullmann Wealth Partners Group
Florida
$2M +$43K +496 +2%
VA
49
Valmark Advisers
Ohio
$1.93M -$32.3K -373 -2%
AC
50
Abbrea Capital
California
$1.85M -$17.4K -201 -0.9%