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State Street SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $621K

4% less funds holding

Funds holding: 255245 (-10)

4.5% less ownership

Funds ownership: 75.37%70.87% (-4.5%)

8% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$93.2M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
245
Holders Change
-10
Holders Change %
-3.92%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
63
Reduced
89
Closed
34
Calls
$1.23M
Puts
$621K
Net Calls
+$613K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$876K +$675K +7,391 +299%
E
77
ETFidea
New York
$802K +$40.8K +447 +5%
GC
78
Gibson Capital
Pennsylvania
$799K
BlackRock
79
BlackRock
New York
$798K -$3.93K -43 -0.5%
AW
80
Avion Wealth
Texas
$786K +$699K +7,657 +560%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$776K +$96.2K +1,053 +14%
JMPWA
82
JP Morgan Private Wealth Advisors
California
$747K -$37.6K -412 -5%
Corient Private Wealth
83
Corient Private Wealth
Florida
$730K +$531K +5,811 +241%
OCM
84
One Capital Management
California
$728K -$34.9K -382 -4%
BFG
85
Beacon Financial Group
Texas
$681K -$38.5K -421 -5%
FFM
86
Forum Financial Management
Illinois
$668K
GCP
87
GSA Capital Partners
United Kingdom
$648K +$667K +7,299 New
EWM
88
Empirical Wealth Management
Washington
$642K +$5.57K +61 +0.9%
HSA
89
HBK Sorce Advisory
Pennsylvania
$641K -$791K -8,664 -55%
CAN
90
Cetera Advisor Networks
California
$635K -$4.66K -51 -0.7%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$622K -$1.23M -13,504 -66%
RJT
92
Raymond James Trust
Florida
$585K
SF
93
Synovus Financial
Georgia
$584K -$6.94K -76 -1%
SFP
94
Strategic Financial Partners
Oregon
$580K +$10.8K +118 +2%
KFI
95
Key Financial Inc
Pennsylvania
$577K
FAIM
96
Financial Advocates Investment Management
Washington
$571K -$124K -1,361 -17%
CWM
97
ClientFirst Wealth Management
Arkansas
$550K
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$547K -$7.95K -87 -1%
AC
99
Abbrea Capital
California
$538K -$12.8K -140 -2%
KBFS
100
Kohmann Bosshard Financial Services
Ohio
$521K -$3.65K -40 -0.7%