RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

246 hedge funds and large institutions have $1.01B invested in SPDR Dow Jones REIT ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-20
Holders Change %
-7.52%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
70
Reduced
84
Closed
36
Calls
$848K
Puts
$1.45M
Net Calls
-$603K
Net Calls Change
-$279K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$33.5M
2
Ameriprise
2
Ameriprise
Minnesota
$29.8M
3
UBS Group
3
UBS Group
Switzerland
$17.5M
4
SWP
4
Stratos Wealth Partners
Ohio
$6.46M
5
SAG
5
SageView Advisory Group
California
$6.03M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.7M
2
LPL Financial
2
LPL Financial
California
$14.2M
3
Wells Fargo
3
Wells Fargo
California
$62.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.54M
5
CFB
5
Cullen/Frost Bankers
Texas
$302K
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$3.96M -$121K -1,282 -3%
CA
27
Clearstead Advisors
Ohio
$3.93M +$2.65K +29 +0.1%
FWP
28
Falcon Wealth Planning
California
$3.89M -$108K -1,147 -3%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$3.71M +$652K +6,923 +21%
Citadel Advisors
30
Citadel Advisors
Florida
$3.63M +$2.78M +29,506 +326%
ECM
31
Evergreen Capital Management
Washington
$3.59M +$275K +2,916 +8%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.54M -$6.57M -69,719 -65%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.41M -$673K -7,134 -16%
R
34
Rebalance
California
$3.29M -$99.7K -1,058 -3%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$2.8M -$543K -5,759 -16%
AssetMark Inc
36
AssetMark Inc
California
$2.71M -$739K -7,839 -21%
SMC
37
Smith, Moore & Co
Missouri
$2.66M -$24.5K -260 -0.9%
RFA
38
RTD Financial Advisors
Pennsylvania
$2.37M -$15.5K -164 -0.6%
PFM
39
Phillips Financial Management
Indiana
$2.32M +$1.04K +11 +0%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$2.26M -$7.63K -81 -0.3%
AFA
41
American Financial Advisors
Georgia
$2.06M -$13.5K -143 -0.6%
GWM
42
Geneos Wealth Management
Colorado
$1.94M +$312K +3,307 +19%
KAS
43
Kestra Advisory Services
Texas
$1.86M -$127K -1,351 -6%
AW
44
Avion Wealth
Texas
$1.84M +$42.8K +454 +2%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.83M -$584K -6,199 -24%
ACP
46
Aveo Capital Partners
Colorado
$1.81M -$20.8K -233 -1%
CHC
47
City Holding Co
West Virginia
$1.75M -$23.6K -250 -1%
TC
48
Trilogy Capital
California
$1.67M +$489K +5,184 +41%
M&T Bank
49
M&T Bank
New York
$1.66M – – –
OFG
50
Omega Financial Group
California
$1.63M -$109K -1,156 -6%
1
2
3 4 5