RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

234 hedge funds and large institutions have $888M invested in SPDR Dow Jones REIT ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-9
Holders Change %
-3.7%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
60
Reduced
91
Closed
25
Calls
$1.32M
Puts
$733K
Net Calls
+$587K
Net Calls Change
-$26K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$165M
2
LIA
2
Luken Investment Analytics
Tennessee
$8.63M
3
BlackRock
3
BlackRock
New York
$3.43M
4
PAG
4
Private Advisor Group
New Jersey
$8.26M
5
EH
5
Equitable Holdings
New York
$1.73M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$4.12M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.5M
3
Northern Trust
3
Northern Trust
Illinois
$227M
4
Millennium Management
4
Millennium Management
New York
$0
5
State Street
5
State Street
Massachusetts
$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWG
101
West Wealth Group
California
$517K +$301K +3,333 +140%
AC
102
Abbrea Capital
California
$497K -$50.7K -560 -9%
HF
103
HRT Financial
New York
$494K +$494K +5,468 New
TCM
104
TD Capital Management
Tennessee
$476K – – –
LF
105
Lee Financial
Texas
$467K -$3.17K -35 -0.7%
EWA
106
Exencial Wealth Advisors
Oklahoma
$459K -$4.52K -50 -1%
EIA
107
Eldridge Investment Advisors
New Hampshire
$452K +$452K +5,000 New
KFP
108
KMG Fiduciary Partners
Ohio
$437K +$83K +918 +23%
Franklin Resources
109
Franklin Resources
California
$431K – – –
GT
110
Glenmede Trust
Pennsylvania
$426K – – –
FTUS
111
Flow Traders U.S.
New York
$414K +$75K +828 +22%
ES
112
Eagle Strategies
New York
$402K -$827K -9,141 -67%
OIA
113
OneDigital Investment Advisors
Kansas
$399K – – –
IA
114
IFP Advisors
Florida
$362K -$13.2K -146 -4%
FHA
115
Flagship Harbor Advisors
Massachusetts
$360K +$37K +409 +11%
MFT
116
Moisand Fitzgerald Tamayo
Florida
$356K -$63.2K -699 -15%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$347K +$28K +310 +9%
BSW
118
Buckingham Strategic Wealth
Missouri
$345K -$1.45K -16 -0.4%
IGWM
119
ICA Group Wealth Management
Colorado
$341K +$34.5K +381 +11%
AWA
120
Alta Wealth Advisors
Massachusetts
$334K -$36.1K -399 -10%
PO
121
Private Ocean
California
$331K -$7.69K -85 -2%
HNB
122
Huntington National Bank
Ohio
$327K -$260K – –
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$321K +$26.4K +292 +9%
CCP
124
Clarkston Capital Partners
Michigan
$317K – – –
FRA
125
Front Row Advisors
California
$308K -$12.4K -137 -4%
3 4
5
6 7