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SPDR Dow Jones REIT ETF
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Overview Fund Activity

166 hedge funds and large institutions have $1.66B invested in SPDR Dow Jones REIT ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
4.8%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
25
Increased
57
Reduced
51
Closed
17
Calls
$749K
Puts
$1.54M
Net Calls
-$788K
Net Calls Change
+$451K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$93M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
VA
3
Valmark Advisers
Ohio
$89.7M
4
BIT
4
BlackRock Institutional Trust
California
$19.7M
5
CIM
5
Confluence Investment Management
Missouri
$11.3M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$0
3
Invesco
3
Invesco
Georgia
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18.6M
5
Northern Trust
5
Northern Trust
Illinois
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
76
First Allied Advisory Services
California
$837K +$353K +4,549 +73%
GC
77
Gibson Capital
Pennsylvania
$831K -$3.2K -41 -0.4%
EWA
78
Exencial Wealth Advisors
Oklahoma
$810K +$5.93K +74 +0.7%
P
79
Pitcairn
Pennsylvania
$774K -$51K -654 -6%
MA
80
MUFG Americas
New York
$764K +$7.42K +95 +1%
CFA
81
CT Financial Advisors
Pennsylvania
$760K +$760K +8,032 New
BIC
82
Beach Investment Counsel
Pennsylvania
$746K -$373K -4,780 -33%
FIM
83
Freedom Investment Management
Connecticut
$716K +$60.4K +774 +9%
EHPM
84
Emery Howard Portfolio Management
California
$682K +$7.11K +91 +1%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$679K +$232K +2,975 +52%
NPC
86
National Planning Corporation
California
$674K +$141K +1,802 +27%
LPT
87
Legacy Private Trust
Wisconsin
$650K +$205K +2,630 +46%
OC
88
Oppenheimer & Co
New York
$635K -$25.1K -321 -4%
3AM
89
3D Asset Management
Connecticut
$524K -$48K -615 -8%
M&T Bank
90
M&T Bank
New York
$495K +$146K +1,875 +42%
Deutsche Bank
91
Deutsche Bank
Germany
$461K -$171K -2,202 -27%
FM
92
Foster & Motley
Ohio
$449K -$153K -1,966 -25%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$447K +$353K +4,522 +373%
RJT
94
Raymond James Trust
Florida
$441K +$7.26K +93 +2%
BCMIO
95
Beacon Capital Management Inc (Ohio)
Ohio
$437K -$15.5K -198 -3%
B
96
Baird
Wisconsin
$423K -$93.2K -1,193 -18%
VKH
97
Virtu KCG Holdings
New York
$373K +$373K +4,786 New
IC
98
Iconiq Capital
California
$368K +$82.8K +1,061 +29%
EVM
99
Eaton Vance Management
Massachusetts
$361K – – –
KFS
100
KMS Financial Services
Washington
$342K -$15.9K -204 -4%
2 3
4
5 6