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SPDR Dow Jones REIT ETF
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Overview Fund Activity

259 hedge funds and large institutions have $1.23B invested in SPDR Dow Jones REIT ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 26 closing their positions.

Holders
259
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
36
Increased
81
Reduced
63
Closed
26
Calls
$89K
Puts
$1.83M
Net Calls
-$1.74M
Net Calls Change
-$154K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$250M
2
Northern Trust
2
Northern Trust
Illinois
$312M
3
NHFG
3
New Harbor Financial Group
Massachusetts
$10.6M
4
FFO
4
Fiduciary Family Office
Florida
$10.6M
5
QC
5
Quadrature Capital
United Kingdom
$6.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.5M
2
Millennium Management
2
Millennium Management
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.94M
4
CAI
4
Capital Advisors Inc
Oklahoma
$0
5
LPL Financial
5
LPL Financial
California
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
51
Trilogy Capital
California
$2.21M +$3.46K +35 +0.2%
AFA
52
American Financial Advisors
Georgia
$1.99M -$137K -1,389 -6%
KAS
53
Kestra Advisory Services
Texas
$1.88M +$41K +415 +2%
CHC
54
City Holding Co
West Virginia
$1.77M – – –
SWIM
55
Smallwood Wealth Investment Management
New Jersey
$1.73M +$626K +6,329 +57%
Cerity Partners
56
Cerity Partners
New York
$1.72M +$67.8K +686 +4%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$1.67M +$215K +2,177 +15%
AAS
58
Avantax Advisory Services
Texas
$1.61M +$1.61M +16,303 New
FFC
59
Frederick Financial Consultants
Maryland
$1.59M +$1.59M +16,118 New
OFG
60
Omega Financial Group
California
$1.56M -$95.5K -966 -6%
SS
61
SBI Securities
Japan
$1.55M +$1.55M +15,644 New
M&T Bank
62
M&T Bank
New York
$1.46M – – –
SCA
63
Snowden Capital Advisors
New York
$1.44M +$19.2K +194 +1%
MWP
64
Moller Wealth Partners
$1.4M – – –
AW
65
Avion Wealth
Texas
$1.38M -$97.3K -985 -7%
GLA
66
Great Lakes Advisors
Illinois
$1.32M -$101K -1,025 -7%
OPCM
67
Osborne Partners Capital Management
California
$1.24M -$78.2K -791 -6%
DC
68
Destiny Capital
Colorado
$1.21M -$17.7K -179 -1%
AB
69
Atlas Brown
Kentucky
$1.2M -$28.7K -290 -2%
DTC
70
Davidson Trust Company
Washington
$1.19M – – –
PAS
71
Park Avenue Securities
New York
$1.09M +$1.09M +10,979 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$1.05M +$125K +1,265 +14%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$687K +6,944 +195%
VA
74
Valmark Advisers
Ohio
$1.04M +$54.2K +548 +6%
BCA
75
Bray Capital Advisors
Florida
$1.03M -$10.9K -110 -1%
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