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SPDR Dow Jones REIT ETF
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Overview Fund Activity

250 hedge funds and large institutions have $982M invested in SPDR Dow Jones REIT ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 19 closing their positions.

Holders
250
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
72
Reduced
80
Closed
19
Calls
$65K
Puts
$2.13M
Net Calls
-$2.07M
Net Calls Change
-$1.46M

Top Buyers

1
MSA
1
Mason Street Advisors
Wisconsin
$34.5M
2
Charles Schwab
2
Charles Schwab
California
$183M
3
DIP
3
DT Investment Partners
Pennsylvania
$6M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.68M
5
Goldman Sachs
5
Goldman Sachs
New York
$15.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$9.62M
2
Millennium Management
2
Millennium Management
New York
$14.3M
3
Wells Fargo
3
Wells Fargo
California
$52.5M
4
SAG
4
SageView Advisory Group
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$159K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.31M 46,330 -6,992 -13%
EH
27
Equitable Holdings
New York
$4.2M 45,074 +2,314 +5%
CA
28
Clearstead Advisors
Ohio
$4.01M 43,082 +49 +0.1%
FWP
29
Falcon Wealth Planning
California
$3.84M 41,212 -32 -0.1%
ECM
30
Evergreen Capital Management
Washington
$3.76M 40,344 +2,264 +6%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.51M 37,633 +1,524 +4%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$3.43M 36,848 -2,509 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.37M 36,195 -1,343 -4%
R
34
Rebalance
California
$3.26M 35,012 +144 +0.4%
AssetMark Inc
35
AssetMark Inc
California
$2.7M 29,051 +258 +0.9%
SMC
36
Smith, Moore & Co
Missouri
$2.64M 28,306 +41 +0.1%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$2.55M 27,377 -2,309 -8%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$2.35M 25,227 +1,243 +5%
RFA
39
RTD Financial Advisors
Pennsylvania
$2.29M 24,646 -494 -2%
PFM
40
Phillips Financial Management
Indiana
$2.29M 24,596 +1 +0%
AFA
41
American Financial Advisors
Georgia
$2.02M 21,729 -170 -0.8%
GWM
42
Geneos Wealth Management
Colorado
$2.02M 21,687 +1,145 +6%
TC
43
Trilogy Capital
California
$1.97M 21,206 +3,513 +20%
KAS
44
Kestra Advisory Services
Texas
$1.88M 20,172 +426 +2%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.8M 19,286 -80 -0.4%
RJA
46
Raymond James & Associates
Florida
$1.79M 19,209 +2,682 +16%
CHC
47
City Holding Co
West Virginia
$1.66M 17,875 -640 -3%
AW
48
Avion Wealth
Texas
$1.66M 17,813 -1,729 -9%
OFG
49
Omega Financial Group
California
$1.61M 17,336 +72 +0.4%
M&T Bank
50
M&T Bank
New York
$1.42M 15,266 -2,380 -13%
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