RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

278 hedge funds and large institutions have $1.98B invested in SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+24
Holders Change %
+9.45%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
52
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$30.2M
2
Northern Trust
2
Northern Trust
Illinois
$309M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.93M
4
PPA
4
Parametric Portfolio Associates
Washington
$88.1M
5
AG
5
Advisor Group
Arizona
$13.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$159M
2
Goldman Sachs
2
Goldman Sachs
New York
$30.7M
3
CAI
3
Capital Advisors Inc
Oklahoma
$0
4
AssetMark Inc
4
AssetMark Inc
California
$48M
5
Ameriprise
5
Ameriprise
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$751K +$30.1K +295 +4%
SPC
102
Sigma Planning Corp
Michigan
$750K +$51.9K +509 +7%
CFB
103
Cullen/Frost Bankers
Texas
$743K -$101K -991 -12%
PFA
104
Pure Financial Advisors
California
$734K -$23.5K -230 -3%
SIA
105
Strategic Investment Advisors
Michigan
$724K -$46.5K -456 -6%
AWM
106
AE Wealth Management
Kansas
$697K +$408K +4,001 +141%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$681K +$84.3K +827 +14%
TCM
108
TD Capital Management
Tennessee
$662K +$1.43K +14 +0.2%
AIFAIM
109
American Institute for Advanced Investment Management
Arizona
$655K +$655K +6,425 New
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$651K -$43.6K -427 -6%
MFT
111
Moisand Fitzgerald Tamayo
Florida
$634K -$6.02K -59 -0.9%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$619K +$69.1K +677 +13%
GWM
113
Geneos Wealth Management
Colorado
$617K +$59.9K +593 +11%
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
$616K +$36K +353 +6%
EHPM
115
Emery Howard Portfolio Management
California
$608K +$6.74K +66 +1%
EVM
116
Eaton Vance Management
Massachusetts
$593K – – –
SFP
117
Strategic Financial Partners
Oregon
$551K +$551K +5,396 New
FTS
118
Fifth Third Securities
Ohio
$537K +$537K +5,260 New
BBA
119
BLB&B Advisors
Pennsylvania
$525K -$1.24M -12,162 -70%
CG
120
Colony Group
Massachusetts
$513K +$513K +5,031 New
OIA
121
OneDigital Investment Advisors
Kansas
$510K – – –
PV
122
Private Vista
Illinois
$499K – – –
OCM
123
One Capital Management
California
$491K +$125K +1,226 +34%
DI
124
Disciplined Investments
Oklahoma
$486K +$486K +4,768 New
CAAS
125
Capital Asset Advisory Services
Michigan
$481K +$481K +4,569 New
3 4
5
6 7