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State Street SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $621K

4% less funds holding

Funds holding: 255245 (-10)

4.5% less ownership

Funds ownership: 75.37%70.87% (-4.5%)

8% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$93.2M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
245
Holders Change
-10
Holders Change %
-3.92%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
63
Reduced
89
Closed
34
Calls
$1.23M
Puts
$621K
Net Calls
+$613K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$3.59M +$3.69M +40,443 New
AssetMark Inc
27
AssetMark Inc
California
$3.21M +$3.11M +33,997 +1,559%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.94M +$185K +2,025 +7%
RFA
29
RTD Financial Advisors
Pennsylvania
$2.93M +$223K +2,444 +8%
SMC
30
Smith, Moore & Co
Missouri
$2.92M -$35.3K -386 -1%
PFM
31
Phillips Financial Management
Indiana
$2.87M -$23.7K -259 -0.8%
TRCT
32
Tower Research Capital (TRC)
New York
$2.87M +$2.86M +31,330 +3,133%
UBS Group
33
UBS Group
Switzerland
$2.78M -$1.14M -12,505 -29%
ECM
34
Evergreen Capital Management
Washington
$2.77M +$118K +1,289 +4%
DC
35
Destiny Capital
Colorado
$2.69M -$28.4K -311 -1%
JP Morgan Chase
36
JP Morgan Chase
New York
$2.36M -$219K -2,401 -8%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$2.35M -$181K -1,984 -7%
PCMM
38
Piedmont Capital Management (Montana)
Montana
$2.18M +$63.2K +692 +3%
V
39
Veritable
Delaware
$2.14M +$15.8K +173 +0.7%
AFA
40
American Financial Advisors
Georgia
$2.09M -$60.8K -666 -3%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$2.07M +$90.1K +986 +4%
OPCM
42
Osborne Partners Capital Management
California
$1.96M -$81.4K -891 -4%
KAS
43
Kestra Advisory Services
Texas
$1.86M -$401K -4,389 -17%
Ameriprise
44
Ameriprise
Minnesota
$1.76M -$82.7K -905 -4%
CHC
45
City Holding Co
West Virginia
$1.76M -$142K -1,550 -7%
VA
46
Valmark Advisers
Ohio
$1.67M -$23K -252 -1%
GT
47
Greenleaf Trust
Michigan
$1.66M -$293K -3,213 -15%
Cerity Partners
48
Cerity Partners
New York
$1.59M -$32K -350 -2%
GWM
49
Geneos Wealth Management
Colorado
$1.59M +$160K +1,747 +11%
M&T Bank
50
M&T Bank
New York
$1.58M -$169K -1,852 -9%