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SPDR Dow Jones REIT ETF

266 hedge funds and large institutions have $1.06B invested in SPDR Dow Jones REIT ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+30
Holders Change %
+12.71%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
76
Reduced
80
Closed
17
Calls
$229K
Puts
$553K
Net Calls
-$324K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Shares
Change %
IGWM
101
ICA Group Wealth Management
Colorado
$490K +$108K +1,133 +28%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$487K +$487K +5,111 New
KFP
103
KMG Fiduciary Partners
Ohio
$487K +$763 +8 +0.2%
SCTC
104
Sanibel Captiva Trust Company
Florida
$484K +$484K +5,080 New
EWA
105
Exencial Wealth Advisors
Oklahoma
$483K
HSA
106
HBK Sorce Advisory
Pennsylvania
$479K -$73.9K -775 -13%
E
107
ETFidea
New York
$478K -$274K -2,877 -36%
UFAC
108
Urban Financial Advisory Corp
Illinois
$474K +$474K +4,975 New
GT
109
Greenleaf Trust
Michigan
$473K +$201K +2,107 +74%
GT
110
Glenmede Trust
Pennsylvania
$458K
Franklin Resources
111
Franklin Resources
California
$454K -$64.5K -677 -12%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$445K -$191K -2,003 -30%
WWG
113
West Wealth Group
California
$443K -$85.7K -899 -16%
TPW
114
Transatlantique Private Wealth
New York
$429K -$127K -1,336 -23%
ATI
115
ARK & TLK Investments
Oklahoma
$425K +$425K +4,463 New
OIA
116
OneDigital Investment Advisors
Kansas
$416K
FCI
117
Financial Counselors Inc
Kansas
$413K +$67.7K +710 +20%
AAS
118
Ameritas Advisory Services
Nebraska
$377K +$14.3K +152 +4%
MFT
119
Moisand Fitzgerald Tamayo
Florida
$375K +$191 +2 +0.1%
IA
120
IFP Advisors
Florida
$371K -$24.2K -254 -6%
BSW
121
Buckingham Strategic Wealth
Missouri
$366K +$667 +7 +0.2%
ES
122
Eagle Strategies
New York
$360K -$9.44K -99 -3%
MW
123
Marcum Wealth
Ohio
$337K +$337K +3,532 New
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$327K -$29.2K -307 -8%
PO
125
Private Ocean
California
$319K