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SPDR Dow Jones REIT ETF
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Overview Fund Activity

166 hedge funds and large institutions have $1.66B invested in SPDR Dow Jones REIT ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
4.8%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
25
Increased
57
Reduced
51
Closed
17
Calls
$749K
Puts
$1.54M
Net Calls
-$788K
Net Calls Change
+$451K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$93M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
VA
3
Valmark Advisers
Ohio
$89.7M
4
BIT
4
BlackRock Institutional Trust
California
$19.7M
5
CIM
5
Confluence Investment Management
Missouri
$11.3M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$0
3
Invesco
3
Invesco
Georgia
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18.6M
5
Northern Trust
5
Northern Trust
Illinois
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
101
Private Ocean
California
$342K +$1.33K +17 +0.4%
SIC
102
Salem Investment Counselors
North Carolina
$327K +$327K +7,945 New
ICAS
103
Investors Capital Advisory Services
Massachusetts
$324K -$48.3K -620 -13%
CW
104
Cobiz Wealth
Colorado
$316K -$6.08K -78 -2%
SC
105
SouthState Corp
Florida
$312K – – –
WA
106
WFG Advisors
Texas
$297K -$13.7K -176 -4%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$292K +$10.7K +137 +4%
Natixis Advisors
108
Natixis Advisors
Massachusetts
$280K -$3.44K -44 -1%
PAG
109
Private Advisor Group
New Jersey
$277K +$277K +3,544 New
PFP
110
Pinnacle Financial Partners
Tennessee
$275K – – –
Truist Financial
111
Truist Financial
North Carolina
$272K – – –
NG
112
NatWest Group
United Kingdom
$256K -$66.4K -850 -21%
RC
113
RegentAtlantic Capital
New Jersey
$244K – – –
PFA
114
Pure Financial Advisors
California
$243K +$243K +3,134 New
FMII
115
Farmers & Merchants Investments Inc
Nebraska
$233K -$42.1K -540 -15%
PWM
116
Perigon Wealth Management
California
$229K – – –
DWT
117
Dorsey & Whitney Trust
South Dakota
$226K – – –
FCBT
118
First Citizens Bank & Trust
North Carolina
$215K +$215K +2,760 New
CFC
119
Coyle Financial Counsel
Illinois
$210K +$210K +2,693 New
PVH
120
Psagot Value Holdings
Israel
$206K -$53.6K -687 -21%
VIA
121
Vantage Investment Advisors
Pennsylvania
$182K -$24.6K -315 -12%
PSI
122
Pinnacle Summer Investments
Virginia
$178K -$24.3K -301 -12%
US Bancorp
123
US Bancorp
Minnesota
$132K -$99.6K -1,278 -43%
IA
124
IndexIQ Advisors
New York
$127K -$53.2K -680 -30%
Citigroup
125
Citigroup
New York
$122K -$52.7K -676 -30%
3 4
5
6 7