RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

224 hedge funds and large institutions have $1.03B invested in SPDR Dow Jones REIT ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
49
Reduced
75
Closed
21
Calls
–
Puts
$435K
Net Calls
-$435K
Net Calls Change
+$259K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.3M
2
Ameriprise
2
Ameriprise
Minnesota
$13.7M
3
Truist Financial
3
Truist Financial
North Carolina
$36.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.4M
5
Millennium Management
5
Millennium Management
New York
$4.66M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$527K
2
Morgan Stanley
2
Morgan Stanley
New York
$28.9M
3
Northern Trust
3
Northern Trust
Illinois
$213M
4
Wells Fargo
4
Wells Fargo
California
$105M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
26
Venturi Wealth Management
Texas
$4.42M +$391K +4,127 +10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.84M -$115K -1,211 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.75M -$455K -4,804 -11%
UBS Group
29
UBS Group
Switzerland
$3.71M -$200K -2,111 -5%
AFA
30
American Financial Advisors
Georgia
$3.7M -$298K -3,151 -7%
PFM
31
Phillips Financial Management
Indiana
$3.51M -$56.4K -596 -2%
SMC
32
Smith, Moore & Co
Missouri
$3M +$106K +1,118 +4%
V
33
Veritable
Delaware
$2.58M -$221K -2,334 -8%
Citadel Advisors
34
Citadel Advisors
Florida
$2.44M +$2.44M +25,724 New
Stifel Financial
35
Stifel Financial
Missouri
$2.41M +$167K +1,769 +7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.32M -$217K -2,294 -9%
M&T Bank
37
M&T Bank
New York
$2.32M -$1.45M -15,266 -38%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$2.32M +$1.08M +11,400 +87%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.3M +$2.3M +24,279 New
OCM
40
One Capital Management
California
$2.27M -$141K -1,489 -6%
CHC
41
City Holding Co
West Virginia
$2.06M +$473 +5 +0%
KAS
42
Kestra Advisory Services
Texas
$1.85M -$171K -1,803 -8%
RJA
43
Raymond James & Associates
Florida
$1.75M -$9.47K -100 -0.5%
GLA
44
Great Lakes Advisors
Illinois
$1.74M +$61.5K +650 +4%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.74M +$18.6K +197 +1%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$1.74M -$105K -1,104 -6%
VA
47
Valmark Advisers
Ohio
$1.72M -$127K -1,340 -7%
HSA
48
HBK Sorce Advisory
Pennsylvania
$1.7M -$182K -1,923 -10%
CFP
49
Curran Financial Partners
South Carolina
$1.65M +$63.8K +674 +4%
FPCP
50
Fort Point Capital Partners
California
$1.6M +$1.6M +16,902 New
1
2
3 4 5