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SPDR Dow Jones REIT ETF
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Overview Fund Activity

266 hedge funds and large institutions have $1.06B invested in SPDR Dow Jones REIT ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 17 closing their positions.

Holders
266
Holders Change
+30
Holders Change %
+12.71%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
76
Reduced
80
Closed
17
Calls
$229K
Puts
$553K
Net Calls
-$324K
Net Calls Change
-$1.22M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Northern Trust
2
Northern Trust
Illinois
$258M
3
BlackRock
3
BlackRock
New York
$22.4M
4
CAI
4
Capital Advisors Inc
Oklahoma
$8.39M
5
UBS Group
5
UBS Group
Switzerland
$8.33M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$863K
3
N
3
Natixis
France
$95
4
Wells Fargo
4
Wells Fargo
California
$69.9M
5
CA
5
Clearstead Advisors
Ohio
$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Gibson Capital
Pennsylvania
$857K – – –
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$849K +$255K +2,678 +43%
Comerica Bank
78
Comerica Bank
Texas
$769K +$953 +10 +0.1%
LSAG
79
Lake Street Advisors Group
New Hampshire
$757K +$757K +7,942 New
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$721K -$153K -1,603 -17%
CAN
81
Cetera Advisor Networks
California
$682K -$54.9K -576 -7%
Lido Advisors
82
Lido Advisors
California
$657K +$657K +6,893 New
EWM
83
Empirical Wealth Management
Washington
$657K +$45K +472 +7%
CTA
84
Camelot Technology Advisors
California
$640K +$640K +6,714 New
KFI
85
Key Financial Inc
Pennsylvania
$620K – – –
SFP
86
Strategic Financial Partners
Oregon
$619K -$2.48K -26 -0.4%
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$586K -$3.34K -35 -0.6%
SF
88
Synovus Financial
Georgia
$582K +$8.4K +88 +1%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$572K +$7.72K +81 +1%
NAM
90
NTV Asset Management
West Virginia
$572K -$138K -1,450 -19%
FFM
91
Forum Financial Management
Illinois
$570K -$147K -1,544 -21%
AC
92
AWM Capital
Arizona
$569K +$569K +5,970 New
SFG
93
Summit Financial Group
West Virginia
$560K -$53.6K -562 -9%
RJT
94
Raymond James Trust
Florida
$547K +$95.2K +999 +21%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$527K -$60.3K -632 -10%
LF
96
Lee Financial
Texas
$517K -$7.44K -78 -1%
AC
97
Abbrea Capital
California
$509K +$13.8K +145 +3%
TCM
98
TD Capital Management
Tennessee
$501K – – –
OCM
99
One Capital Management
California
$499K -$176K -1,845 -26%
IWC
100
Integrated Wealth Concepts
Massachusetts
$493K +$493K +5,176 New
2 3
4
5 6