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SPDR Dow Jones REIT ETF
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Overview Fund Activity

266 hedge funds and large institutions have $1.26B invested in SPDR Dow Jones REIT ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-11
Holders Change %
-3.97%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
75
Reduced
77
Closed
41
Calls
$713K
Puts
$475K
Net Calls
+$238K
Net Calls Change
-$654K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$62M
2
Nisa Investment Advisors
2
Nisa Investment Advisors
Missouri
$23M
3
Northern Trust
3
Northern Trust
Illinois
$256M
4
Bank of America
4
Bank of America
North Carolina
$55.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$53.4M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$129M
2
CAI
2
Capital Advisors Inc
Oklahoma
$0
3
Wells Fargo
3
Wells Fargo
California
$105M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$102M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
76
Falcon Wealth Planning
California
$1.16M +$787K +8,274 +212%
IA
77
IFP Advisors
Florida
$1.14M – – –
DTC
78
Davidson Trust Company
Washington
$1.14M – – –
Brown Advisory
79
Brown Advisory
Maryland
$1.12M +$18.3K +193 +2%
HSA
80
HBK Sorce Advisory
Pennsylvania
$1.09M -$130K -1,367 -11%
OFG
81
Omega Financial Group
California
$1.08M +$1.08M +11,317 New
GWM
82
Geneos Wealth Management
Colorado
$1.06M +$100K +1,038 +10%
SWIM
83
Smallwood Wealth Investment Management
New Jersey
$1.05M -$2.09K -22 -0.2%
MWP
84
Moller Wealth Partners
$953K -$82K -862 -8%
AA
85
Alesco Advisors
New York
$927K – – –
AC
86
Abbrea Capital
California
$901K – – –
Bank of New York Mellon
87
Bank of New York Mellon
New York
$890K – – –
CAWM
88
Capital Advisors Wealth Management
Washington
$874K -$3.8M -39,919 -81%
SCA
89
Snowden Capital Advisors
New York
$865K -$86.9K -915 -9%
BlackRock
90
BlackRock
New York
$859K – – –
GC
91
Gibson Capital
Pennsylvania
$853K – – –
E
92
ETFidea
New York
$838K -$11.7K -123 -1%
NAM
93
NTV Asset Management
West Virginia
$834K – – –
CWM
94
Cranbrook Wealth Management
Michigan
$833K +$13.8K +145 +2%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$825K -$199K -2,088 -19%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$797K +$287K +3,015 +56%
CDIA
97
Capital Directions Investment Advisors
Georgia
$784K -$105K -1,107 -12%
Franklin Resources
98
Franklin Resources
California
$779K +$279K +2,928 +56%
BFG
99
Beacon Financial Group
Texas
$777K +$3.65K +38 +0.5%
FFM
100
Forum Financial Management
Illinois
$728K -$5.8K -61 -0.8%
2 3
4
5 6