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SPDR Dow Jones REIT ETF
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Overview Fund Activity

218 hedge funds and large institutions have $1.07B invested in SPDR Dow Jones REIT ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 97 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-60
Holders Change %
-21.58%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
50
Reduced
97
Closed
70
Calls
$744K
Puts
$662K
Net Calls
+$82K
Net Calls Change
-$155K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$80.5M
2
Northern Trust
Northern Trust
Illinois
$241M
3
Morgan Stanley
Morgan Stanley
New York
$27.4M
4
M&T Bank
M&T Bank
New York
$5.11M
5
PAG
Private Advisor Group
New Jersey
$4.35M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
BL
Balentine LLC
Georgia
$39K
3
PPA
Parametric Portfolio Associates
Washington
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.4M
5
State Street
State Street
Massachusetts
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Aprio Wealth Management
Georgia
$1.19M -$428K -5,930 -27%
PAG
52
Private Advisory Group
Washington
$1.17M -$781K -10,818 -40%
CHC
53
City Holding Co
West Virginia
$1.14M +$170K +2,350 +18%
SCA
54
Snowden Capital Advisors
New York
$1.11M +$64.3K +890 +6%
VA
55
Valmark Advisers
Ohio
$1.09M -$274K -3,795 -20%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.08M -$101K -1,406 -9%
MCM
57
Maryland Capital Management
Maryland
$1.02M -$51.8K -718 -5%
RJA
58
Raymond James & Associates
Florida
$1.01M -$72.3K -1,001 -7%
BCA
59
Bray Capital Advisors
Florida
$976K -$139K -1,930 -12%
AC
60
Abbrea Capital
California
$958K -$588K -8,140 -38%
HIM
61
Hanlon Investment Management
New Jersey
$917K +$64K +886 +8%
DTC
62
Davidson Trust Company
Washington
$866K – – –
Brown Advisory
63
Brown Advisory
Maryland
$840K -$583K -8,072 -41%
PAS
64
Park Avenue Securities
New York
$831K +$155K +2,148 +23%
BHWM
65
Bay Harbor Wealth Management
Maryland
$809K -$260K -3,602 -24%
MCM
66
Manchester Capital Management
Vermont
$807K -$79.5K -1,100 -9%
MWP
67
Moller Wealth Partners
$792K – – –
APA
68
American Portfolios Advisors
New York
$790K -$129K -1,792 -14%
CDIA
69
Capital Directions Investment Advisors
Georgia
$780K -$274K -3,798 -26%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$777K -$120K -1,666 -13%
GC
71
Gibson Capital
Pennsylvania
$680K – – –
Baird Financial Group
72
Baird Financial Group
Wisconsin
$679K +$118K +1,635 +21%
EWM
73
Empirical Wealth Management
Washington
$678K -$305K -4,223 -31%
UCFA
74
United Capital Financial Advisors
Texas
$657K -$59.9K -829 -8%
BlackRock
75
BlackRock
New York
$653K -$1.16K -16 -0.2%
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