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SPDR Dow Jones REIT ETF
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Overview Fund Activity

246 hedge funds and large institutions have $2B invested in SPDR Dow Jones REIT ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+31
Holders Change %
+14.42%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
60
Increased
60
Reduced
74
Closed
27
Calls
$464K
Puts
$379K
Net Calls
+$85K
Net Calls Change
+$85K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
CSIA
Charles Schwab Investment Advisory
California
$172M
3
BL
Balentine LLC
Georgia
$69.6M
4
PPA
Parametric Portfolio Associates
Washington
$44.6M
5
Bank of America
Bank of America
North Carolina
$78.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$45.5M
2
Wells Fargo
Wells Fargo
California
$211M
3
CAI
Capital Advisors Inc
Oklahoma
$0
4
Ameriprise
Ameriprise
Minnesota
$4.59M
5
PI
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$1.98M -$573K -6,658 -22%
Brown Advisory
52
Brown Advisory
Maryland
$1.9M -$3.61M -41,975 -66%
US Bancorp
53
US Bancorp
Minnesota
$1.86M -$343K -3,984 -16%
GLA
54
Great Lakes Advisors
Illinois
$1.8M +$50.7K +589 +3%
UCFA
55
United Capital Financial Advisors
Texas
$1.79M -$1.57M -18,311 -47%
VA
56
Valmark Advisers
Ohio
$1.72M -$95.7K -1,112 -5%
MCM
57
Maryland Capital Management
Maryland
$1.64M -$44.3K -515 -3%
BBA
58
BLB&B Advisors
Pennsylvania
$1.6M +$558K +6,494 +53%
APC
59
Aspire Private Capital
North Carolina
$1.54M +$1.54M +17,932 New
Citadel Advisors
60
Citadel Advisors
Florida
$1.54M +$1.54M +17,849 New
AC
61
Abbrea Capital
California
$1.53M -$228K -2,650 -13%
AB
62
Atlas Brown
Kentucky
$1.51M -$869K -10,103 -37%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.43M +$355K +4,124 +33%
BCA
64
Bray Capital Advisors
Florida
$1.42M +$135K +1,575 +11%
MCM
65
Manchester Capital Management
Vermont
$1.42M – – –
EWM
66
Empirical Wealth Management
Washington
$1.39M -$107K -1,246 -7%
CDIA
67
Capital Directions Investment Advisors
Georgia
$1.37M -$342K -3,977 -20%
CFA
68
Clarfeld Financial Advisors
New York
$1.36M +$1.36M +15,828 New
LF
69
Lee Financial
Texas
$1.33M -$338K -3,934 -20%
TF
70
Trek Financial
Arizona
$1.31M +$1.31M +15,183 New
PAG
71
Private Advisory Group
Washington
$1.22M -$32K -372 -3%
APA
72
American Portfolios Advisors
New York
$1.14M -$11.4K -133 -1%
OWA
73
Outlook Wealth Advisors
Texas
$1.09M +$1.09M +1,271 New
MWP
74
Moller Wealth Partners
$1.09M -$78.3K -880 -7%
RJA
75
Raymond James & Associates
Florida
$1.09M +$129K +1,496 +13%
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