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SPDR Dow Jones REIT ETF
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Overview Fund Activity

221 hedge funds and large institutions have $963M invested in SPDR Dow Jones REIT ETF in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 50 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
221
Holders Change
+20
Holders Change %
+9.95%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
50
Reduced
67
Closed
17
Calls
–
Puts
$694K
Net Calls
-$694K
Net Calls Change
-$879K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$104M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$14.6M
3
CAI
3
Capital Advisors Inc
Oklahoma
$10.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$39.1M
5
AssetMark Inc
5
AssetMark Inc
California
$5.64M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$207M
2
Wells Fargo
2
Wells Fargo
California
$103M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.85M
4
Goldman Sachs
4
Goldman Sachs
New York
$20.9M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.85M 44,389 -51,332 -54%
PAG
27
Private Advisor Group
New Jersey
$3.85M 44,369 +2,062 +5%
VWM
28
Venturi Wealth Management
Texas
$3.69M 42,522 +36,500 +606%
AFA
29
American Financial Advisors
Georgia
$3.67M 42,279 -2,557 -6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.62M 41,755 -1,664 -4%
UBS Group
31
UBS Group
Switzerland
$3.58M 41,335 -3,577 -8%
M&T Bank
32
M&T Bank
New York
$3.45M 39,804 -4,172 -9%
CAM
33
Congress Asset Management
Massachusetts
$3.35M 38,688 -473 -1%
PFM
34
Phillips Financial Management
Indiana
$3.26M 37,633 -354 -0.9%
SG Americas Securities
35
SG Americas Securities
New York
$3.18M 36,641 +36,641 New
Ameriprise
36
Ameriprise
Minnesota
$3.12M 36,098 +6,507 +22%
SMC
37
Smith, Moore & Co
Missouri
$2.66M 30,617 -1,490 -5%
V
38
Veritable
Delaware
$2.57M 29,629 – –
RJFSA
39
Raymond James Financial Services Advisors
Florida
$2.33M 26,847 -5,510 -17%
OCM
40
One Capital Management
California
$2.2M 25,425 -396 -2%
Stifel Financial
41
Stifel Financial
Missouri
$2.05M 23,667 +1,832 +8%
CHC
42
City Holding Co
West Virginia
$1.89M 21,745 -2,660 -11%
KAS
43
Kestra Advisory Services
Texas
$1.83M 21,340 +1,590 +8%
HSA
44
HBK Sorce Advisory
Pennsylvania
$1.73M 19,916 -1,380 -6%
VA
45
Valmark Advisers
Ohio
$1.69M 19,520 +325 +2%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$1.68M 19,427 -962 -5%
RJA
47
Raymond James & Associates
Florida
$1.61M 18,573 +8,537 +85%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.58M 18,179 -1,300 -7%
GLA
49
Great Lakes Advisors
Illinois
$1.54M 17,776 -53 -0.3%
CFP
50
Curran Financial Partners
South Carolina
$1.45M 16,706 +16,706 New
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