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SPDR Dow Jones REIT ETF
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Overview Fund Activity

185 hedge funds and large institutions have $2.16B invested in SPDR Dow Jones REIT ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
5.17%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.22%
New
26
Increased
43
Reduced
72
Closed
15
Calls
$525K
Puts
$2.61M
Net Calls
-$2.09M
Net Calls Change
-$2.21M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$202M
2
Northern Trust
2
Northern Trust
Illinois
$284M
3
TCT
3
TIAA CREF Trust
Missouri
$219M
4
Bank of America
4
Bank of America
North Carolina
$175M
5
Creative Planning
5
Creative Planning
Kansas
$29.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$73.5M
2
BL
2
Balentine LLC
Georgia
$43.8M
3
PPA
3
Parametric Portfolio Associates
Washington
$40.2M
4
CAM
4
Congress Asset Management
Massachusetts
$0
5
VA
5
Valmark Advisers
Ohio
$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
76
Cullen/Frost Bankers
Texas
$890K -$87.5K -1,015 -9%
Millennium Management
77
Millennium Management
New York
$876K +$876K +10,171 New
IA
78
IndexIQ Advisors
New York
$874K -$1.21M -14,063 -58%
EWA
79
Exencial Wealth Advisors
Oklahoma
$818K +$818K +9,492 New
GC
80
Gibson Capital
Pennsylvania
$814K – – –
EHPM
81
Emery Howard Portfolio Management
California
$805K +$7.15K +83 +0.9%
FIM
82
Freedom Investment Management
Connecticut
$783K +$761K +434,875 +3,488%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$774K -$203K -2,354 -21%
BWFA
84
Baltimore-Washington Financial Advisors
Maryland
$722K +$117K +1,364 +19%
FAAS
85
First Allied Advisory Services
California
$719K -$81.1K -940 -10%
CFA
86
CT Financial Advisors
Pennsylvania
$692K -$1.21K -14 -0.2%
BF
87
BOK Financial
Oklahoma
$691K -$26.7K -310 -4%
PAMU
88
Pictet Asset Management (UK)
United Kingdom
$689K – – –
TC
89
Trust Company
Kansas
$561K +$216K +2,500 +62%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$553K -$39.1K -454 -7%
PFP
91
Pinnacle Financial Partners
Tennessee
$550K – – –
HFS
92
HL Financial Services
Kentucky
$531K +$531K +6,165 New
EVM
93
Eaton Vance Management
Massachusetts
$494K -$7.76K -90 -2%
PFA
94
Pure Financial Advisors
California
$494K +$216K +2,510 +78%
Mariner
95
Mariner
Kansas
$492K – – –
BIC
96
Beach Investment Counsel
Pennsylvania
$412K – – –
IC
97
Iconiq Capital
California
$411K – – –
LPT
98
Legacy Private Trust
Wisconsin
$395K +$1.21K +14 +0.3%
3AM
99
3D Asset Management
Connecticut
$392K -$14.9K -173 -4%
PAG
100
Private Advisor Group
New Jersey
$386K +$109K +1,265 +39%
2 3
4
5 6