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SPDR Dow Jones REIT ETF
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Overview Fund Activity

236 hedge funds and large institutions have $841M invested in SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
66
Reduced
79
Closed
22
Calls
$1.33M
Puts
$435K
Net Calls
+$895K
Net Calls Change
+$308K

Top Buyers

1
BlackRock
1
BlackRock
New York
$11.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.58M
3
Bank of America
3
Bank of America
North Carolina
$37.7M
4
CA
4
Clearstead Advisors
Ohio
$7.7M
5
LPL Financial
5
LPL Financial
California
$22.6M

Top Sellers

1
LIA
1
Luken Investment Analytics
Tennessee
$0
2
Wells Fargo
2
Wells Fargo
California
$65.4M
3
NAM
3
NorthCrest Asset Manangement
Minnesota
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$38.4M
5
Ameriprise
5
Ameriprise
Minnesota
$7.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$1.49M -$148K -1,788 -9%
M&T Bank
52
M&T Bank
New York
$1.47M – – –
OFG
53
Omega Financial Group
California
$1.33M -$30.9K -372 -2%
Cerity Partners
54
Cerity Partners
New York
$1.19M -$314K -3,789 -21%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.19M -$92.3K -1,116 -7%
GLA
56
Great Lakes Advisors
Illinois
$1.19M -$47.3K -570 -4%
AB
57
Atlas Brown
Kentucky
$1.11M -$54.7K -659 -5%
RJA
58
Raymond James & Associates
Florida
$1.07M +$995 +12 +0.1%
SCA
59
Snowden Capital Advisors
New York
$1.06M -$69.5K -838 -6%
Stifel Financial
60
Stifel Financial
Missouri
$1.04M +$56.1K +676 +6%
B
61
Bensler
Washington
$1M -$95.7K -1,154 -9%
DTC
62
Davidson Trust Company
Washington
$995K – – –
BCA
63
Bray Capital Advisors
Florida
$902K – – –
VA
64
Valmark Advisers
Ohio
$871K -$77.1K -930 -8%
Brown Advisory
65
Brown Advisory
Maryland
$871K +$53K +639 +6%
SC
66
Savant Capital
Illinois
$858K -$2.32K -28 -0.3%
MWP
67
Moller Wealth Partners
$851K +$20.7K +250 +2%
SWIM
68
Smallwood Wealth Investment Management
New Jersey
$845K +$12.5K +151 +2%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$831K +$166 +2 +0%
US Bancorp
70
US Bancorp
Minnesota
$774K -$16.6K -200 -2%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$760K +$276K +3,331 +57%
GC
72
Gibson Capital
Pennsylvania
$746K – – –
TC
73
Trilogy Capital
California
$720K +$105K +1,261 +17%
Mariner
74
Mariner
Kansas
$718K -$25.5K -307 -3%
AW
75
Avion Wealth
Texas
$695K -$73.3K -885 -10%
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