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SPDR Dow Jones REIT ETF
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Overview Fund Activity

266 hedge funds and large institutions have $1.06B invested in SPDR Dow Jones REIT ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 17 closing their positions.

Holders
266
Holders Change
+30
Holders Change %
+12.71%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
76
Reduced
80
Closed
17
Calls
$229K
Puts
$553K
Net Calls
-$324K
Net Calls Change
-$1.22M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Northern Trust
2
Northern Trust
Illinois
$258M
3
BlackRock
3
BlackRock
New York
$22.4M
4
CAI
4
Capital Advisors Inc
Oklahoma
$8.39M
5
UBS Group
5
UBS Group
Switzerland
$8.33M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$863K
3
N
3
Natixis
France
$95
4
Wells Fargo
4
Wells Fargo
California
$69.9M
5
CA
5
Clearstead Advisors
Ohio
$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$1.64M -$72.7K -763 -4%
OPCM
52
Osborne Partners Capital Management
California
$1.61M -$309K -3,237 -16%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$1.56M -$52.3K -542 -3%
DC
54
Destiny Capital
Colorado
$1.5M +$1.5M +15,696 New
Cerity Partners
55
Cerity Partners
New York
$1.42M +$54.9K +576 +4%
MWP
56
Moller Wealth Partners
$1.36M +$378K +3,962 +39%
GLA
57
Great Lakes Advisors
Illinois
$1.31M -$56.3K -591 -4%
AB
58
Atlas Brown
Kentucky
$1.28M +$858 +9 +0.1%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.27M -$96K -1,010 -7%
SCA
60
Snowden Capital Advisors
New York
$1.21M -$16.9K -177 -1%
TC
61
Trilogy Capital
California
$1.19M +$365K +3,829 +44%
Stifel Financial
62
Stifel Financial
Missouri
$1.17M -$15.5K -163 -1%
DTC
63
Davidson Trust Company
Washington
$1.14M – – –
YCG
64
Yeomans Consulting Group
Georgia
$1.11M +$1.11M +11,677 New
Mariner
65
Mariner
Kansas
$1.1M +$279K +2,923 +34%
BCA
66
Bray Capital Advisors
Florida
$1.05M +$10K +105 +1%
VA
67
Valmark Advisers
Ohio
$1.04M +$34.5K +362 +3%
SC
68
Savant Capital
Illinois
$978K -$7.72K -81 -0.8%
SWIM
69
Smallwood Wealth Investment Management
New Jersey
$975K +$3.91K +41 +0.4%
Brown Advisory
70
Brown Advisory
Maryland
$953K -$48.1K -505 -5%
B
71
Bensler
Washington
$948K -$203K -2,131 -18%
Corient Private Wealth
72
Corient Private Wealth
Florida
$936K +$160K +1,680 +21%
US Bancorp
73
US Bancorp
Minnesota
$889K -$286 -3 -0%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$873K +$218K +2,284 +33%
Citadel Advisors
75
Citadel Advisors
Florida
$863K -$7.84M -82,278 -90%
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