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State Street SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $621K

4% less funds holding

Funds holding: 255245 (-10)

4.5% less ownership

Funds ownership: 75.37%70.87% (-4.5%)

8% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$93.2M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
245
Holders Change
-10
Holders Change %
-3.92%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
63
Reduced
89
Closed
34
Calls
$1.23M
Puts
$621K
Net Calls
+$613K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.47M +$1.51M +16,536 New
BCA
52
Bray Capital Advisors
Florida
$1.47M -$6.85K -75 -0.5%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.44M -$182K -1,996 -11%
OFG
54
Omega Financial Group
California
$1.44M -$80.5K -881 -5%
B
55
Bensler
Washington
$1.41M -$204K -2,230 -12%
FWP
56
Falcon Wealth Planning
California
$1.35M +$34K +372 +2%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$1.35M +$53.3K +583 +5%
AB
58
Atlas Brown
Kentucky
$1.32M +$84.1K +921 +7%
GLA
59
Great Lakes Advisors
Illinois
$1.31M -$8.04K -88 -0.6%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$1.21M -$11.4M -124,420 -90%
RJA
61
Raymond James & Associates
Florida
$1.21M -$3.37M -36,875 -73%
ES
62
Eagle Strategies
New York
$1.21M -$962K -10,528 -44%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$1.08M +$86.9K +951 +8%
SCA
64
Snowden Capital Advisors
New York
$1.07M +$221K +2,422 +25%
DTC
65
Davidson Trust Company
Washington
$1.07M
SFG
66
Summit Financial Group
West Virginia
$1.04M
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$1.01M -$134K -1,468 -11%
Stifel Financial
68
Stifel Financial
Missouri
$1M +$48.3K +529 +5%
Brown Advisory
69
Brown Advisory
Maryland
$943K -$12.3K -135 -1%
SWIM
70
Smallwood Wealth Investment Management
New Jersey
$936K -$25.7K -281 -3%
Mariner
71
Mariner
Kansas
$917K -$33.4K -366 -3%
EH
72
Equitable Holdings
New York
$911K +$355K +3,883 +61%
SC
73
Savant Capital
Illinois
$911K +$691K +7,560 +280%
MWP
74
Moller Wealth Partners
$889K -$822 -9 -0.1%
NAM
75
NTV Asset Management
West Virginia
$876K +$91.3K +1,000 +11%