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SPDR Dow Jones REIT ETF
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Overview Fund Activity

234 hedge funds and large institutions have $888M invested in SPDR Dow Jones REIT ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-9
Holders Change %
-3.7%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
60
Reduced
91
Closed
25
Calls
$1.32M
Puts
$733K
Net Calls
+$587K
Net Calls Change
-$26K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$165M
2
LIA
2
Luken Investment Analytics
Tennessee
$8.63M
3
BlackRock
3
BlackRock
New York
$3.43M
4
PAG
4
Private Advisor Group
New Jersey
$8.26M
5
EH
5
Equitable Holdings
New York
$1.73M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$4.12M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.5M
3
Northern Trust
3
Northern Trust
Illinois
$227M
4
Millennium Management
4
Millennium Management
New York
$0
5
State Street
5
State Street
Massachusetts
$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
51
Great Lakes Advisors
Illinois
$1.34M +$8.59K +95 +0.6%
FWP
52
Falcon Wealth Planning
California
$1.3M -$76K -840 -6%
AB
53
Atlas Brown
Kentucky
$1.27M -$65.8K -728 -5%
SCA
54
Snowden Capital Advisors
New York
$1.24M +$145K +1,605 +13%
B
55
Bensler
Washington
$1.2M -$242K -2,681 -17%
RJA
56
Raymond James & Associates
Florida
$1.17M -$59.9K -662 -5%
TRCT
57
Tower Research Capital (TRC)
New York
$1.12M -$1.8M -19,928 -62%
DTC
58
Davidson Trust Company
Washington
$1.09M – – –
Stifel Financial
59
Stifel Financial
Missouri
$1.07M +$46.3K +512 +5%
GT
60
Greenleaf Trust
Michigan
$1.05M -$644K -7,118 -38%
VA
61
Valmark Advisers
Ohio
$1.03M -$668K -7,388 -39%
BCA
62
Bray Capital Advisors
Florida
$984K -$509K -5,630 -34%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$953K -$217K -2,397 -19%
SC
64
Savant Capital
Illinois
$938K +$9.5K +105 +1%
SWIM
65
Smallwood Wealth Investment Management
New Jersey
$908K -$45K -498 -5%
MWP
66
Moller Wealth Partners
$905K – – –
Bank of New York Mellon
67
Bank of New York Mellon
New York
$905K -$199K -2,200 -18%
Brown Advisory
68
Brown Advisory
Maryland
$892K -$68.1K -753 -7%
US Bancorp
69
US Bancorp
Minnesota
$862K -$30.3K -335 -3%
AW
70
Avion Wealth
Texas
$838K +$22.5K +249 +3%
SFG
71
Summit Financial Group
West Virginia
$815K -$246K -2,715 -23%
GC
72
Gibson Capital
Pennsylvania
$814K – – –
Mariner
73
Mariner
Kansas
$810K -$124K -1,370 -13%
E
74
ETFidea
New York
$807K -$10.1K -112 -1%
Corient Private Wealth
75
Corient Private Wealth
Florida
$776K +$32.6K +361 +4%
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3
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