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SPDR Dow Jones REIT ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.01B invested in SPDR Dow Jones REIT ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-20
Holders Change %
-7.52%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
70
Reduced
84
Closed
36
Calls
$848K
Puts
$1.45M
Net Calls
-$603K
Net Calls Change
-$279K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$33.5M
2
Ameriprise
2
Ameriprise
Minnesota
$29.8M
3
UBS Group
3
UBS Group
Switzerland
$17.5M
4
SWP
4
Stratos Wealth Partners
Ohio
$6.46M
5
SAG
5
SageView Advisory Group
California
$6.03M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.7M
2
LPL Financial
2
LPL Financial
California
$14.2M
3
Wells Fargo
3
Wells Fargo
California
$62.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.54M
5
CFB
5
Cullen/Frost Bankers
Texas
$302K
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$808K -$117K -1,245 -13%
WAM
77
Worth Asset Management
Texas
$721K +$721K +7,651 New
Stifel Financial
78
Stifel Financial
Missouri
$679K -$482K -5,113 -42%
CAN
79
Cetera Advisor Networks
California
$669K -$4.52K -48 -0.7%
EWM
80
Empirical Wealth Management
Washington
$660K +$10.5K +111 +2%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$645K -$194K -2,063 -23%
Renaissance Technologies
82
Renaissance Technologies
New York
$641K +$641K +6,800 New
B
83
Bensler
Washington
$640K -$297K -3,152 -32%
CTA
84
Camelot Technology Advisors
California
$636K +$2.73K +29 +0.4%
SF
85
Synovus Financial
Georgia
$628K +$52.6K +557 +9%
SFP
86
Strategic Financial Partners
Oregon
$624K +$12K +127 +2%
Lido Advisors
87
Lido Advisors
California
$610K -$39.7K -421 -6%
RJT
88
Raymond James Trust
Florida
$600K +$59.3K +629 +11%
KFI
89
Key Financial Inc
Pennsylvania
$587K -$25.4K -270 -4%
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$579K – – –
FFM
91
Forum Financial Management
Illinois
$564K – – –
AC
92
AWM Capital
Arizona
$563K – – –
IA
93
IFP Advisors
Florida
$561K +$194K +2,058 +53%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$557K +$556 +6 +0.1%
SFG
95
Summit Financial Group
West Virginia
$554K – – –
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$522K +$1.32K +14 +0.3%
IWC
97
Integrated Wealth Concepts
Massachusetts
$510K +$22K +233 +5%
AC
98
Abbrea Capital
California
$503K – – –
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$496K -$2.09M -22,173 -81%
TCM
100
TD Capital Management
Tennessee
$496K – – –
2 3
4
5 6