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SPDR Dow Jones REIT ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.01B invested in SPDR Dow Jones REIT ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-20
Holders Change %
-7.52%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
70
Reduced
84
Closed
36
Calls
$848K
Puts
$1.45M
Net Calls
-$603K
Net Calls Change
-$279K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$33.5M
2
Ameriprise
2
Ameriprise
Minnesota
$29.8M
3
UBS Group
3
UBS Group
Switzerland
$17.5M
4
SWP
4
Stratos Wealth Partners
Ohio
$6.46M
5
SAG
5
SageView Advisory Group
California
$6.03M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.7M
2
LPL Financial
2
LPL Financial
California
$14.2M
3
Wells Fargo
3
Wells Fargo
California
$62.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.54M
5
CFB
5
Cullen/Frost Bankers
Texas
$302K
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$1.57M +$1.34M +14,212 +591%
RJA
52
Raymond James & Associates
Florida
$1.56M -$3.51M -37,280 -69%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$1.46M -$63.3K -671 -4%
Citigroup
54
Citigroup
New York
$1.45M +$1.38M +14,618 +2,016%
DC
55
Destiny Capital
Colorado
$1.38M -$104K -1,105 -7%
OPCM
56
Osborne Partners Capital Management
California
$1.34M -$245K -2,598 -15%
MWP
57
Moller Wealth Partners
$1.34M – – –
GLA
58
Great Lakes Advisors
Illinois
$1.31M +$18.9K +201 +1%
AB
59
Atlas Brown
Kentucky
$1.26M -$5.09K -54 -0.4%
SCA
60
Snowden Capital Advisors
New York
$1.25M +$62K +658 +5%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.19M +$1.19M +12,584 New
YCG
62
Yeomans Consulting Group
Georgia
$1.14M +$44.2K +469 +4%
DTC
63
Davidson Trust Company
Washington
$1.13M – – –
HighTower Advisors
64
HighTower Advisors
Illinois
$1.08M -$173K -1,840 -14%
BCA
65
Bray Capital Advisors
Florida
$1.05M +$17.9K +190 +2%
VA
66
Valmark Advisers
Ohio
$1.02M -$4.81K -51 -0.5%
SWIM
67
Smallwood Wealth Investment Management
New Jersey
$993K +$28.8K +306 +3%
SC
68
Savant Capital
Illinois
$985K +$18.5K +196 +2%
Mariner
69
Mariner
Kansas
$949K -$142K -1,510 -13%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$936K +$629K +6,671 +205%
Brown Advisory
71
Brown Advisory
Maryland
$932K -$10.4K -110 -1%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$885K +$21.9K +232 +3%
US Bancorp
73
US Bancorp
Minnesota
$879K – – –
GC
74
Gibson Capital
Pennsylvania
$848K – – –
Comerica Bank
75
Comerica Bank
Texas
$823K +$62.2K +660 +8%
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3
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