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SPDR Dow Jones REIT ETF
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Overview Fund Activity

218 hedge funds and large institutions have $1.07B invested in SPDR Dow Jones REIT ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 97 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-60
Holders Change %
-21.58%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
50
Reduced
97
Closed
70
Calls
$744K
Puts
$662K
Net Calls
+$82K
Net Calls Change
-$155K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$80.5M
2
Northern Trust
2
Northern Trust
Illinois
$241M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4M
4
M&T Bank
4
M&T Bank
New York
$5.11M
5
PAG
5
Private Advisor Group
New Jersey
$4.35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BL
2
Balentine LLC
Georgia
$39K
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.4M
5
State Street
5
State Street
Massachusetts
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
101
Avion Wealth
Texas
$373K -$340K -4,708 -48%
OIA
102
OneDigital Investment Advisors
Kansas
$362K +$1.08K +15 +0.3%
AL
103
Aspiriant LLC
California
$339K – – –
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$334K -$102K -1,414 -23%
FRA
105
Front Row Advisors
California
$332K -$3.11K -40 -0.9%
CAG
106
Csenge Advisory Group
Florida
$330K +$2.45K +34 +0.7%
SC
107
Savant Capital
Illinois
$327K -$289 -4 -0.1%
PO
108
Private Ocean
California
$325K -$72 -1 -0%
DI
109
Disciplined Investments
Oklahoma
$314K -$30.2K -418 -9%
VWM
110
Venturi Wealth Management
Texas
$314K +$44.3K +613 +16%
SS
111
Simplicity Solutions
Minnesota
$307K -$7.07K -98 -2%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$299K +$24.8K +344 +9%
GT
113
Glenmede Trust
Pennsylvania
$298K – – –
Franklin Resources
114
Franklin Resources
California
$290K -$7.92M -109,700 -96%
Jane Street
115
Jane Street
New York
$290K -$1.09M -15,126 -79%
SC
116
SouthState Corp
Florida
$261K – – –
JWA
117
JFS Wealth Advisors
Pennsylvania
$254K -$12.3K -170 -5%
IA
118
IFG Advisory
Georgia
$248K +$2.09K +29 +0.9%
CPA
119
Capital Planning Advisors
California
$243K – – –
MG
120
Mather Group
Illinois
$243K +$243K +3,370 New
BF
121
BOK Financial
Oklahoma
$242K +$10.3K +143 +4%
RPC
122
Rossmore Private Capital
Connecticut
$238K – – –
Deutsche Bank
123
Deutsche Bank
Germany
$231K – – –
EWM
124
Evermay Wealth Management
Virginia
$227K – – –
RJT
125
Raymond James Trust
Florida
$221K +$2.96K +41 +1%
3 4
5
6 7