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SPDR Dow Jones REIT ETF
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Overview Fund Activity

236 hedge funds and large institutions have $841M invested in SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
66
Reduced
79
Closed
22
Calls
$1.33M
Puts
$435K
Net Calls
+$895K
Net Calls Change
+$308K

Top Buyers

1
BlackRock
1
BlackRock
New York
$11.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.58M
3
Bank of America
3
Bank of America
North Carolina
$37.7M
4
CA
4
Clearstead Advisors
Ohio
$7.7M
5
LPL Financial
5
LPL Financial
California
$22.6M

Top Sellers

1
LIA
1
Luken Investment Analytics
Tennessee
$0
2
Wells Fargo
2
Wells Fargo
California
$65.4M
3
NAM
3
NorthCrest Asset Manangement
Minnesota
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$38.4M
5
Ameriprise
5
Ameriprise
Minnesota
$7.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
101
HBK Sorce Advisory
Pennsylvania
$481K -$70K -844 -13%
WWG
102
West Wealth Group
California
$460K -$14.1K -170 -3%
LF
103
Lee Financial
Texas
$457K +$28.4K +342 +7%
Franklin Resources
104
Franklin Resources
California
$452K +$56.2K +677 +14%
TCM
105
TD Capital Management
Tennessee
$436K – – –
AC
106
Abbrea Capital
California
$431K -$24.9K -300 -5%
KFP
107
KMG Fiduciary Partners
Ohio
$423K +$21.6K +261 +5%
EWA
108
Exencial Wealth Advisors
Oklahoma
$421K -$664 -8 -0.2%
GT
109
Glenmede Trust
Pennsylvania
$398K – – –
RJT
110
Raymond James Trust
Florida
$393K -$153K -1,848 -28%
OIA
111
OneDigital Investment Advisors
Kansas
$362K -$3.9K -47 -1%
IA
112
IFP Advisors
Florida
$344K +$11.9K +144 +4%
IGWM
113
ICA Group Wealth Management
Colorado
$332K +$20.1K +242 +6%
MFT
114
Moisand Fitzgerald Tamayo
Florida
$326K -$415 -5 -0.1%
ES
115
Eagle Strategies
New York
$321K -$46.9K -565 -13%
FHA
116
Flagship Harbor Advisors
Massachusetts
$320K -$10.4K -125 -3%
BSW
117
Buckingham Strategic Wealth
Missouri
$318K +$1.16K +14 +0.4%
AAS
118
Ameritas Advisory Services
Nebraska
$318K +$318K +3,840 New
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$310K -$7.87K -95 -2%
FCI
120
Financial Counselors Inc
Kansas
$301K +$301K +3,628 New
CCP
121
Clarkston Capital Partners
Michigan
$290K – – –
AWA
122
Alta Wealth Advisors
Massachusetts
$289K -$16.9K -204 -6%
PO
123
Private Ocean
California
$277K -$25.9K -312 -9%
CFB
124
Cullen/Frost Bankers
Texas
$274K – – –
JWA
125
JFS Wealth Advisors
Pennsylvania
$270K +$912 +11 +0.3%
3 4
5
6 7