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SPDR Dow Jones REIT ETF
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Overview Fund Activity

166 hedge funds and large institutions have $1.66B invested in SPDR Dow Jones REIT ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
4.8%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
25
Increased
57
Reduced
51
Closed
17
Calls
$749K
Puts
$1.54M
Net Calls
-$788K
Net Calls Change
+$451K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$93M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
VA
3
Valmark Advisers
Ohio
$89.7M
4
BIT
4
BlackRock Institutional Trust
California
$19.7M
5
CIM
5
Confluence Investment Management
Missouri
$11.3M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$0
3
Invesco
3
Invesco
Georgia
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18.6M
5
Northern Trust
5
Northern Trust
Illinois
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$2.39M -$276K -3,541 -10%
MCM
52
Maryland Capital Management
Maryland
$2.34M -$122K -1,560 -5%
MBT
53
Montecito Bank & Trust
California
$2.22M +$875K +11,206 +65%
Ameriprise
54
Ameriprise
Minnesota
$2.14M +$415K +5,315 +24%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.04M +$146K +1,874 +8%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$1.86M +$270K +3,458 +17%
LS
57
Lattice Strategies
Pennsylvania
$1.85M -$164K -2,100 -8%
MWP
58
Moller Wealth Partners
$1.77M -$82.9K -1,062 -4%
CCWA
59
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.76M +$12.2K +156 +0.7%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$1.65M +$780 +10 +0%
TRCT
61
Tower Research Capital (TRC)
New York
$1.63M +$1.63M +20,848 New
GLA
62
Great Lakes Advisors
Illinois
$1.49M +$147K +1,882 +11%
PAMU
63
Pictet Asset Management (UK)
United Kingdom
$1.48M – – –
EWM
64
Empirical Wealth Management
Washington
$1.46M -$12.6K -162 -0.9%
Charles Schwab
65
Charles Schwab
California
$1.43M -$289K -3,700 -17%
HighTower Advisors
66
HighTower Advisors
Illinois
$1.37M -$154K -1,978 -10%
QCMC
67
Quantum Capital Management (California)
California
$1.36M -$53.8K -689 -4%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$1.23M +$140K +1,800 +13%
AL
69
Aspiriant LLC
California
$1.18M +$1.18M +15,104 New
HPBT
70
High Point Bank & Trust
North Carolina
$1.17M – – –
MFS
71
MSI Financial Services
Massachusetts
$1.03M +$16.8K +215 +2%
CFB
72
Cullen/Frost Bankers
Texas
$1.03M +$67.5K +865 +7%
FBNAT
73
FirstMerit Bank N.A. Trustee
Ohio
$926K -$69.1K -886 -7%
CDIA
74
Capital Directions Investment Advisors
Georgia
$903K – – –
PI
75
Placemark Investments
Illinois
$862K +$347K +4,453 +67%
1 2
3
4 5