RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

224 hedge funds and large institutions have $1.03B invested in SPDR Dow Jones REIT ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
49
Reduced
75
Closed
21
Calls
–
Puts
$435K
Net Calls
-$435K
Net Calls Change
+$259K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.3M
2
Ameriprise
2
Ameriprise
Minnesota
$13.7M
3
Truist Financial
3
Truist Financial
North Carolina
$36.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.4M
5
Millennium Management
5
Millennium Management
New York
$4.66M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$527K
2
Morgan Stanley
2
Morgan Stanley
New York
$28.9M
3
Northern Trust
3
Northern Trust
Illinois
$213M
4
Wells Fargo
4
Wells Fargo
California
$105M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
101
OneDigital Investment Advisors
Kansas
$417K – – –
WPWM
102
Windward Private Wealth Management
Kansas
$416K -$67.8K -716 -14%
DI
103
Disciplined Investments
Oklahoma
$412K – – –
UBV
104
United Bank (Virginia)
Virginia
$402K – – –
PO
105
Private Ocean
California
$399K -$95 -1 -0%
BSW
106
Buckingham Strategic Wealth
Missouri
$380K -$19.8K -209 -5%
CAN
107
Cetera Advisor Networks
California
$374K -$946 -10 -0.3%
JWA
108
JFS Wealth Advisors
Pennsylvania
$362K +$1.23K +13 +0.3%
FWP
109
Falcon Wealth Planning
California
$360K +$7.47K +79 +2%
Deutsche Bank
110
Deutsche Bank
Germany
$352K +$49.1K +519 +16%
HNB
111
Huntington National Bank
Ohio
$351K -$357K – –
FRA
112
Front Row Advisors
California
$346K – – –
SC
113
SouthState Corp
Florida
$342K – – –
SW
114
SVB Wealth
Massachusetts
$338K -$27.6K -292 -8%
WCFA
115
Walkner Condon Financial Advisors
Wisconsin
$336K +$336K +3,553 New
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$316K +$1.04K +11 +0.3%
IAN
117
Integrated Advisors Network
Texas
$314K -$14.3K -151 -4%
ACG
118
Allen Capital Group
Nebraska
$305K -$489K -5,159 -62%
CPIG
119
Chicago Partners Investment Group
Illinois
$302K +$48.5K +480 +19%
SC
120
Savant Capital
Illinois
$299K -$13.1K -138 -4%
BF
121
BOK Financial
Oklahoma
$277K -$1.04K -11 -0.4%
NWA
122
Navis Wealth Advisors
New York
$277K +$109K +1,157 +65%
TSS
123
Two Sigma Securities
New York
$264K +$264K +2,789 New
MFGP
124
Marshall Financial Group (Pennsylvania)
Pennsylvania
$253K – – –
Fidelity Investments
125
Fidelity Investments
Massachusetts
$253K +$145K +1,533 +135%
3 4
5
6 7