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SPDR Dow Jones REIT ETF
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Overview Fund Activity

185 hedge funds and large institutions have $2.16B invested in SPDR Dow Jones REIT ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
5.17%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.22%
New
26
Increased
43
Reduced
72
Closed
15
Calls
$525K
Puts
$2.61M
Net Calls
-$2.09M
Net Calls Change
-$2.21M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$202M
2
Northern Trust
2
Northern Trust
Illinois
$284M
3
TCT
3
TIAA CREF Trust
Missouri
$219M
4
Bank of America
4
Bank of America
North Carolina
$175M
5
Creative Planning
5
Creative Planning
Kansas
$29.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$73.5M
2
BL
2
Balentine LLC
Georgia
$43.8M
3
PPA
3
Parametric Portfolio Associates
Washington
$40.2M
4
CAM
4
Congress Asset Management
Massachusetts
$0
5
VA
5
Valmark Advisers
Ohio
$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
101
Private Ocean
California
$383K +$863 +10 +0.2%
CW
102
Cobiz Wealth
Colorado
$374K +$38.1K +442 +11%
TRCT
103
Tower Research Capital (TRC)
New York
$372K +$347K +4,029 +1,380%
US Bancorp
104
US Bancorp
Minnesota
$361K – – –
ONB
105
Old National Bancorp
Indiana
$360K – – –
CNB
106
City National Bank
California
$351K +$131K +1,519 +59%
Fiera Capital (Canada)
107
Fiera Capital (Canada)
Quebec, Canada
$349K – – –
PWM
108
Perigon Wealth Management
California
$347K +$1.81K +21 +0.5%
SC
109
SouthState Corp
Florida
$345K – – –
Fidelity Investments
110
Fidelity Investments
Massachusetts
$336K -$52.3K -607 -13%
RJT
111
Raymond James Trust
Florida
$335K -$13.3K -154 -4%
KeyBank National Association
112
KeyBank National Association
Ohio
$331K +$331K +3,838 New
CL
113
CPWM LLC
Washington
$317K +$317K +3,680 New
SPC
114
Sigma Planning Corp
Michigan
$274K -$12K -140 -4%
FM
115
Foster & Motley
Ohio
$271K -$4.74K -55 -2%
RC
116
RegentAtlantic Capital
New Jersey
$269K – – –
BCMIO
117
Beacon Capital Management Inc (Ohio)
Ohio
$255K -$66.7K -774 -21%
DWT
118
Dorsey & Whitney Trust
South Dakota
$250K – – –
EDRH
119
Edmond de Rothschild Holding
Switzerland
$249K +$249K +2,891 New
EDRS
120
Edmond de Rothschild (Suisse)
Switzerland
$249K +$249K +2,891 New
CFC
121
Coyle Financial Counsel
Illinois
$246K +$19K +221 +8%
ICAS
122
Investors Capital Advisory Services
Massachusetts
$245K -$46.7K -543 -16%
UCFA
123
United Capital Financial Advisors
Texas
$245K – – –
Truist Financial
124
Truist Financial
North Carolina
$243K +$243K +2,819 New
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$236K +$236K +2,735 New
3 4
5
6 7