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SPDR Dow Jones REIT ETF
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Overview Fund Activity

234 hedge funds and large institutions have $888M invested in SPDR Dow Jones REIT ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-9
Holders Change %
-3.7%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
60
Reduced
91
Closed
25
Calls
$1.32M
Puts
$733K
Net Calls
+$587K
Net Calls Change
-$26K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$165M
2
LIA
2
Luken Investment Analytics
Tennessee
$8.63M
3
BlackRock
3
BlackRock
New York
$3.43M
4
PAG
4
Private Advisor Group
New Jersey
$8.26M
5
EH
5
Equitable Holdings
New York
$1.73M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$4.12M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.5M
3
Northern Trust
3
Northern Trust
Illinois
$227M
4
Millennium Management
4
Millennium Management
New York
$0
5
State Street
5
State Street
Massachusetts
$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$767K +$287K +3,168 +60%
LSA
77
Lion Street Advisors
Texas
$705K +$705K +6,180 New
OCM
78
One Capital Management
California
$701K -$40.2K -445 -5%
TC
79
Trilogy Capital
California
$698K +$698K +7,419 New
BFG
80
Beacon Financial Group
Texas
$695K +$2.25K +25 +0.3%
NAM
81
NTV Asset Management
West Virginia
$693K -$199K -2,205 -22%
FFM
82
Forum Financial Management
Illinois
$681K – – –
CAN
83
Cetera Advisor Networks
California
$635K -$11.8K -131 -2%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$612K +$104K +1,148 +20%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$603K -$89.1K -1,460 -13%
HSA
86
HBK Sorce Advisory
Pennsylvania
$601K -$51.5K -570 -8%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$600K -$191K -2,112 -24%
EWM
88
Empirical Wealth Management
Washington
$597K -$57.1K -631 -9%
RJT
89
Raymond James Trust
Florida
$595K -$452 -5 -0.1%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$591K -$42.6K -471 -7%
KFI
91
Key Financial Inc
Pennsylvania
$588K – – –
SFP
92
Strategic Financial Partners
Oregon
$588K -$3.17K -35 -0.5%
CWM
93
ClientFirst Wealth Management
Arkansas
$585K – – –
FAIM
94
Financial Advocates Investment Management
Washington
$577K -$3.98K -44 -0.7%
KBFS
95
Kohmann Bosshard Financial Services
Ohio
$559K +$28.2K +312 +5%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$558K +$1.08K +12 +0.2%
SF
97
Synovus Financial
Georgia
$534K -$60.9K -673 -10%
JPMPWA
98
J.P. Morgan Private Wealth Advisors
California
$532K -$229K -2,527 -30%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$528K -$1.58M -17,470 -75%
TPW
100
Transatlantique Private Wealth
New York
$528K – – –
2 3
4
5 6