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SPDR Dow Jones REIT ETF
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Overview Fund Activity

233 hedge funds and large institutions have $1.17B invested in SPDR Dow Jones REIT ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
71
Reduced
63
Closed
23
Calls
$808K
Puts
$1.07M
Net Calls
-$262K
Net Calls Change
+$173K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$22.9M
2
Charles Schwab
2
Charles Schwab
California
$138M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.7M
4
Truist Financial
4
Truist Financial
North Carolina
$46.4M
5
IA
5
IFP Advisors
Florida
$5.21M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.93M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$32.1M
3
N
3
Natixis
France
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
51
Valmark Advisers
Ohio
$1.84M -$63.2K -602 -3%
AB
52
Atlas Brown
Kentucky
$1.79M +$181K +1,722 +11%
MCM
53
Maryland Capital Management
Maryland
$1.68M -$49.3K -470 -3%
HSA
54
HBK Sorce Advisory
Pennsylvania
$1.66M -$226K -2,156 -12%
BCA
55
Bray Capital Advisors
Florida
$1.65M -$5.24K -50 -0.3%
Citigroup
56
Citigroup
New York
$1.6M -$46.2K -440 -3%
OPCM
57
Osborne Partners Capital Management
California
$1.58M -$26.1K -249 -2%
MWM
58
Merriman Wealth Management
Washington
$1.38M +$1.38M +13,186 New
ARC
59
Advisor Resource Council
Texas
$1.38M +$1.38M +13,145 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.37M -$31.6K -301 -2%
TEE
61
Tibra Equities Europe
United Kingdom
$1.32M +$1.32M +12,605 New
Brown Advisory
62
Brown Advisory
Maryland
$1.27M +$143K +1,360 +13%
DTC
63
Davidson Trust Company
Washington
$1.26M – – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$1.26M -$4.5M -42,460 -78%
RIG
65
RiverFront Investment Group
Virginia
$1.17M -$95.9K -914 -8%
MWP
66
Moller Wealth Partners
$1.14M – – –
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.13M +$14.2K +135 +1%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$1.08M +$33.6K +320 +3%
GC
69
Gibson Capital
Pennsylvania
$990K – – –
NAM
70
NTV Asset Management
West Virginia
$960K +$960K +9,150 New
BlackRock
71
BlackRock
New York
$947K – – –
CWM
72
Cranbrook Wealth Management
Michigan
$899K +$105 +1 +0%
CDIA
73
Capital Directions Investment Advisors
Georgia
$895K +$895K +8,533 New
BFG
74
Beacon Financial Group
Texas
$888K +$203K +1,847 +30%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$853K +$853K +7,806 New
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