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SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

234 hedge funds and large institutions have $888M invested in SPDR Dow Jones REIT ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-9
Holders Change %
-3.7%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
60
Reduced
91
Closed
25
Calls
$1.32M
Puts
$733K
Net Calls
+$587K
Net Calls Change
-$26K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$165M
2
LIA
2
Luken Investment Analytics
Tennessee
$8.63M
3
BlackRock
3
BlackRock
New York
$3.43M
4
PAG
4
Private Advisor Group
New Jersey
$8.26M
5
EH
5
Equitable Holdings
New York
$1.73M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$4.12M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.5M
3
Northern Trust
3
Northern Trust
Illinois
$227M
4
Millennium Management
4
Millennium Management
New York
$0
5
State Street
5
State Street
Massachusetts
$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$3.26M -$13.4K -148 -0.4%
RFA
27
RTD Financial Advisors
Pennsylvania
$2.99M -$362 -4 -0%
ECM
28
Evergreen Capital Management
Washington
$2.97M +$144K +1,593 +5%
UBS Group
29
UBS Group
Switzerland
$2.94M +$111K +1,225 +4%
R
30
Rebalance
California
$2.93M -$866K -9,577 -23%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.82M -$172K -1,894 -6%
State Street
32
State Street
Massachusetts
$2.73M -$13M -143,485 -83%
SMC
33
Smith, Moore & Co
Missouri
$2.69M -$287K -3,174 -10%
PFM
34
Phillips Financial Management
Indiana
$2.6M -$325K -3,594 -11%
DC
35
Destiny Capital
Colorado
$2.5M -$238K -2,631 -9%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.5M +$89.4K +988 +4%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$2.42M +$24K +265 +1%
V
38
Veritable
Delaware
$2.18M – – –
AFA
39
American Financial Advisors
Georgia
$2.13M +$2.8K +31 +0.1%
OPCM
40
Osborne Partners Capital Management
California
$1.94M -$57.5K -636 -3%
KAS
41
Kestra Advisory Services
Texas
$1.85M -$37.5K -415 -2%
Ameriprise
42
Ameriprise
Minnesota
$1.83M +$39K +431 +2%
GWM
43
Geneos Wealth Management
Colorado
$1.79M +$175K +1,932 +11%
CHC
44
City Holding Co
West Virginia
$1.77M -$15.4K -170 -0.9%
EH
45
Equitable Holdings
New York
$1.73M +$803K +8,877 +86%
Cerity Partners
46
Cerity Partners
New York
$1.64M +$24.9K +275 +2%
M&T Bank
47
M&T Bank
New York
$1.6M -$904 -10 -0.1%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.54M +$299K +3,279 +24%
OFG
49
Omega Financial Group
California
$1.48M +$14.9K +165 +1%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.4M -$66.3K -733 -5%
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