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SPDR Dow Jones REIT ETF
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Overview Fund Activity

176 hedge funds and large institutions have $2.12B invested in SPDR Dow Jones REIT ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
176
Holders Change
-12
Holders Change %
-6.38%
% of All Funds
4.75%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.19%
New
17
Increased
53
Reduced
67
Closed
26
Calls
$819K
Puts
$692K
Net Calls
+$127K
Net Calls Change
+$1.88M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$171M
2
PPA
2
Parametric Portfolio Associates
Washington
$58.4M
3
BL
3
Balentine LLC
Georgia
$63.4M
4
TCT
4
TIAA CREF Trust
Missouri
$199M
5
VA
5
Valmark Advisers
Ohio
$99.3M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
State Street
2
State Street
Massachusetts
$103M
3
Wells Fargo
3
Wells Fargo
California
$320M
4
Morgan Stanley
4
Morgan Stanley
New York
$42.8M
5
BAAM
5
Baker Avenue Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TC
101
Trust Company
Kansas
$338K 4,005 -3,950 -50%
PWM
102
Perigon Wealth Management
California
$338K 4,008 +192 +5%
SC
103
SouthState Corp
Florida
$337K 3,998 – –
CW
104
Cobiz Wealth
Colorado
$329K 3,901 -202 -5%
BCMIO
105
Beacon Capital Management Inc (Ohio)
Ohio
$315K 3,735 -354 -9%
FCBT
106
First Citizens Bank & Trust
North Carolina
$301K 3,570 +520 +17%
ICAS
107
Investors Capital Advisory Services
Massachusetts
$286K 3,389 -36 -1%
SPC
108
Sigma Planning Corp
Michigan
$280K 3,324 +186 +6%
PFA
109
Pure Financial Advisors
California
$272K 3,228 +673 +26%
PAG
110
Private Advisor Group
New Jersey
$271K 3,209 -942 -23%
FM
111
Foster & Motley
Ohio
$270K 3,201 -375 -10%
RC
112
RegentAtlantic Capital
New Jersey
$264K 3,125 – –
DOA
113
D'Orazio & Associates
Virginia
$246K 2,906 – –
DWT
114
Dorsey & Whitney Trust
South Dakota
$245K 2,900 – –
UCFA
115
United Capital Financial Advisors
Texas
$240K 2,843 +13 +0.5%
FMII
116
Farmers & Merchants Investments Inc
Nebraska
$233K 2,763 – –
OCAM
117
Onex Canada Asset Management
Ontario, Canada
$230K 2,185 +2,185 New
SI
118
Stephens Inc
Arkansas
$225K 2,663 -1,070 -29%
CFC
119
Coyle Financial Counsel
Illinois
$222K 2,636 +155 +6%
CNB
120
City National Bank
California
$215K 2,553 -951 -27%
DIP
121
DT Investment Partners
Pennsylvania
$214K 2,538 +21 +0.8%
NAMP
122
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$211K 2,500 – –
WSFS
123
Wilmington Savings Fund Society
Delaware
$211K 2,500 +2,500 New
GT
124
Glenmede Trust
Pennsylvania
$209K 2,480 +784 +46%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$207K 2,455 +41 +2%
3 4
5
6 7