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State Street SPDR Dow Jones REIT ETF

209 hedge funds and large institutions have $1.66B invested in State Street SPDR Dow Jones REIT ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.37% less ownership

Funds ownership: 73.05%70.68% (-2.4%)

3% less funds holding

Funds holding: 216209 (-7)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

19% less capital invested

Capital invested by funds: $2.06B → $1.66B (-$402M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 80

98% less call options, than puts

Call options by funds: $939K | Put options by funds: $59.4M

Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
49
Reduced
80
Closed
30
Calls
$939K
Puts
$59.4M
Net Calls
-$58.5M
Net Calls Change
-$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
76
SNS Financial Group
Minnesota
$753K -$76.6K -883 -9%
EWA
77
Exencial Wealth Advisors
Oklahoma
$753K
FAIM
78
Financial Advocates Investment Management
Washington
$748K -$51.3K -591 -6%
CFB
79
Cullen/Frost Bankers
Texas
$661K +$60.9K +702 +10%
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$647K -$96.3K -1,110 -13%
KBFS
81
Kohmann Bosshard Financial Services
Ohio
$641K
PWS
82
Peloton Wealth Strategists
Indiana
$589K +$593K +6,840 New
LPT
83
Legacy Private Trust
Wisconsin
$583K +$85.2K +982 +17%
SPC
84
Sigma Planning Corp
Michigan
$568K -$1.91K -22 -0.3%
MA
85
MUFG Americas
New York
$567K -$330K -3,803 -37%
LSAG
86
Lake Street Advisors Group
New Hampshire
$566K +$3.47K +40 +0.6%
MFT
87
Moisand Fitzgerald Tamayo
Florida
$561K +$13.1K +151 +2%
CAN
88
Cetera Advisor Networks
California
$560K +$30.1K +347 +6%
RT
89
Rockland Trust
Massachusetts
$560K +$141K +1,630 +33%
PV
90
Private Vista
Illinois
$542K +$244K +2,813 +81%
MBT
91
Montecito Bank & Trust
California
$521K -$84.7K -977 -14%
LS
92
Lattice Strategies
Pennsylvania
$516K -$32.1K -370 -6%
Renaissance Technologies
93
Renaissance Technologies
New York
$514K +$269K +3,100 +108%
SC
94
Slow Capital
California
$513K +$371K +4,278 +256%
ACM
95
Armbruster Capital Management
New York
$509K -$26K -300 -5%
EHPM
96
Emery Howard Portfolio Management
California
$479K +$2.95K +34 +0.6%
BTS
97
BB&T Securities
Virginia
$459K -$838K -9,658 -64%
VF
98
Virtu Financial
New York
$446K +$28.2K +325 +7%
FRA
99
Front Row Advisors
California
$443K -$1.73K -20 -0.4%
Asset Management One
100
Asset Management One
Japan
$436K +$49.4K +570 +13%