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State Street SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $621K

4% less funds holding

Funds holding: 255245 (-10)

4.5% less ownership

Funds ownership: 75.37%70.87% (-4.5%)

8% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$93.2M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
245
Holders Change
-10
Holders Change %
-3.92%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
63
Reduced
89
Closed
34
Calls
$1.23M
Puts
$621K
Net Calls
+$613K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
101
Transatlantique Private Wealth
New York
$518K
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$499K -$28.9K -316 -5%
UCFA
103
United Capital Financial Advisors
Texas
$472K -$206K -2,254 -30%
TCM
104
TD Capital Management
Tennessee
$467K
LF
105
Lee Financial
Texas
$461K -$28.4K -311 -6%
EWA
106
Exencial Wealth Advisors
Oklahoma
$455K
ACP
107
Aveo Capital Partners
Colorado
$447K -$11.3K -124 -2%
GT
108
Glenmede Trust
Pennsylvania
$426K
Franklin Resources
109
Franklin Resources
California
$423K
AAS
110
Ameritas Advisory Services
Nebraska
$422K -$8.77K -96 -2%
MFT
111
Moisand Fitzgerald Tamayo
Florida
$412K -$13.9K -152 -3%
DI
112
Disciplined Investments
Oklahoma
$392K +$1K +11 +0.2%
OIA
113
OneDigital Investment Advisors
Kansas
$392K +$913 +10 +0.2%
AWA
114
Alta Wealth Advisors
Massachusetts
$363K -$2.56K -28 -0.7%
AC
115
AWM Capital
Arizona
$355K
IA
116
IFP Advisors
Florida
$350K -$118K -1,295 -24%
KFP
117
KMG Fiduciary Partners
Ohio
$348K +$138K +1,510 +63%
BSW
118
Buckingham Strategic Wealth
Missouri
$334K
CFB
119
Cullen/Frost Bankers
Texas
$333K -$2.27M -24,833 -87%
PO
120
Private Ocean
California
$332K
FTUS
121
Flow Traders U.S.
New York
$332K +$342K +3,745 New
FHA
122
Flagship Harbor Advisors
Massachusetts
$317K +$326K +3,572 New
FRA
123
Front Row Advisors
California
$314K
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$313K -$132K -1,441 -29%
CCP
125
Clarkston Capital Partners
Michigan
$311K