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SPDR Dow Jones REIT ETF
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Overview Fund Activity

224 hedge funds and large institutions have $1.03B invested in SPDR Dow Jones REIT ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
49
Reduced
75
Closed
21
Calls
–
Puts
$435K
Net Calls
-$435K
Net Calls Change
+$259K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.3M
2
Ameriprise
2
Ameriprise
Minnesota
$13.7M
3
Truist Financial
3
Truist Financial
North Carolina
$36.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.4M
5
Millennium Management
5
Millennium Management
New York
$4.66M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$527K
2
Morgan Stanley
2
Morgan Stanley
New York
$28.9M
3
Northern Trust
3
Northern Trust
Illinois
$213M
4
Wells Fargo
4
Wells Fargo
California
$105M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
76
Abbrea Capital
California
$590K -$8.99K -95 -2%
MCM
77
Manchester Capital Management
Vermont
$589K +$2.18K +23 +0.4%
EHPM
78
Emery Howard Portfolio Management
California
$587K – – –
SFG
79
Summit Financial Group
West Virginia
$587K +$587K +6,202 New
CAM
80
Congress Asset Management
Massachusetts
$576K -$3.09M -32,608 -84%
EWA
81
Exencial Wealth Advisors
Oklahoma
$556K – – –
LF
82
Lee Financial
Texas
$551K -$9.47K -100 -2%
NB
83
Northwest Bancshares
Pennsylvania
$548K -$327K -3,453 -37%
EVM
84
Eaton Vance Management
Massachusetts
$541K – – –
BFG
85
Beacon Financial Group
Texas
$535K – – –
FAIM
86
Financial Advocates Investment Management
Washington
$527K -$15.2M -160,265 -97%
Franklin Resources
87
Franklin Resources
California
$519K – – –
Jane Street
88
Jane Street
New York
$515K -$181K -1,908 -26%
RJT
89
Raymond James Trust
Florida
$494K +$200K +2,108 +68%
TCM
90
TD Capital Management
Tennessee
$493K – – –
MFT
91
Moisand Fitzgerald Tamayo
Florida
$480K -$2.08K -22 -0.4%
KFI
92
Key Financial Inc
Pennsylvania
$479K – – –
GWM
93
Geneos Wealth Management
Colorado
$478K -$21.1K -207 -4%
EWM
94
Empirical Wealth Management
Washington
$471K -$245K -2,586 -34%
1SB
95
1ST Source Bank
Indiana
$460K – – –
GT
96
Glenmede Trust
Pennsylvania
$454K – – –
CA
97
Clearstead Advisors
Ohio
$451K +$3.69K +39 +0.8%
AWA
98
Alta Wealth Advisors
Massachusetts
$436K +$5.21K +55 +1%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$431K -$16.4K -173 -4%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$418K -$257K -2,721 -38%
2 3
4
5 6