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SPDR Dow Jones REIT ETF

241 hedge funds and large institutions have $1.09B invested in SPDR Dow Jones REIT ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-25
Holders Change %
-9.4%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
11
Increased
58
Reduced
90
Closed
34
Calls
Puts
$455K
Net Calls
-$455K
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
101
Key Financial Inc
Pennsylvania
$548K -$1.69K -20 -0.3%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$544K +$347K +4,111 +176%
UCFA
103
United Capital Financial Advisors
Texas
$543K +$92K +1,092 +20%
SFP
104
Strategic Financial Partners
Oregon
$540K -$18.9K -225 -3%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$498K -$26.8K -318 -5%
OFG
106
Omega Financial Group
California
$482K -$471K -5,594 -49%
EVM
107
Eaton Vance Management
Massachusetts
$481K
LF
108
Lee Financial
Texas
$479K
Franklin Resources
109
Franklin Resources
California
$443K -$247K -2,928 -36%
TCM
110
TD Capital Management
Tennessee
$443K +$4.72K +56 +1%
EWA
111
Exencial Wealth Advisors
Oklahoma
$438K
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$434K -$1.07M -12,709 -71%
EH
113
Equitable Holdings
New York
$426K -$70.2K -833 -14%
FWP
114
Falcon Wealth Planning
California
$408K -$618K -7,339 -60%
GT
115
Glenmede Trust
Pennsylvania
$404K
MFT
116
Moisand Fitzgerald Tamayo
Florida
$403K -$1.09K -13 -0.3%
AWA
117
Alta Wealth Advisors
Massachusetts
$403K
BSW
118
Buckingham Strategic Wealth
Missouri
$401K +$43.4K +516 +12%
AAS
119
Ameritas Advisory Services
Nebraska
$389K +$17.3K +205 +5%
OIA
120
OneDigital Investment Advisors
Kansas
$371K
DI
121
Disciplined Investments
Oklahoma
$369K +$1.35K +16 +0.4%
VWM
122
Venturi Wealth Management
Texas
$362K +$75.8K +900 +26%
AC
123
AWM Capital
Arizona
$357K +$357K +4,003 New
CFP
124
Curran Financial Partners
South Carolina
$351K -$280K -3,318 -44%
SS
125
Simplicity Solutions
Minnesota
$350K -$1.27M -15,006 -78%