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SPDR Dow Jones REIT ETF
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Overview Fund Activity

246 hedge funds and large institutions have $1.01B invested in SPDR Dow Jones REIT ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-20
Holders Change %
-7.52%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
70
Reduced
84
Closed
36
Calls
$848K
Puts
$1.45M
Net Calls
-$603K
Net Calls Change
-$279K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$33.5M
2
Ameriprise
2
Ameriprise
Minnesota
$29.8M
3
UBS Group
3
UBS Group
Switzerland
$17.5M
4
SWP
4
Stratos Wealth Partners
Ohio
$6.46M
5
SAG
5
SageView Advisory Group
California
$6.03M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.7M
2
LPL Financial
2
LPL Financial
California
$14.2M
3
Wells Fargo
3
Wells Fargo
California
$62.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.54M
5
CFB
5
Cullen/Frost Bankers
Texas
$302K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$490K -$223K -2,370 -31%
BSW
102
Buckingham Strategic Wealth
Missouri
$487K +$125K +1,327 +35%
KFP
103
KMG Fiduciary Partners
Ohio
$482K +$377 +4 +0.1%
SCTC
104
Sanibel Captiva Trust Company
Florida
$479K – – –
EWA
105
Exencial Wealth Advisors
Oklahoma
$478K – – –
OCM
106
One Capital Management
California
$478K -$15.4K -163 -3%
LF
107
Lee Financial
Texas
$474K -$37.9K -402 -7%
NAM
108
NTV Asset Management
West Virginia
$471K -$94.3K -1,000 -17%
HSA
109
HBK Sorce Advisory
Pennsylvania
$459K -$14.7K -156 -3%
UFAC
110
Urban Financial Advisory Corp
Illinois
$457K -$12K -127 -3%
GT
111
Glenmede Trust
Pennsylvania
$452K – – –
Franklin Resources
112
Franklin Resources
California
$449K – – –
IGWM
113
ICA Group Wealth Management
Colorado
$448K -$37.3K -396 -8%
E
114
ETFidea
New York
$437K -$35.4K -376 -8%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$429K -$11.2K -119 -3%
TPW
116
Transatlantique Private Wealth
New York
$424K – – –
GT
117
Greenleaf Trust
Michigan
$424K -$44.1K -468 -9%
ATI
118
ARK & TLK Investments
Oklahoma
$422K +$848 +9 +0.2%
OIA
119
OneDigital Investment Advisors
Kansas
$411K – – –
FAT
120
First American Trust
California
$408K +$408K +4,325 New
MFG
121
Merit Financial Group
Georgia
$405K +$405K +4,531 New
MFT
122
Moisand Fitzgerald Tamayo
Florida
$370K -$283 -3 -0.1%
AAS
123
Ameritas Advisory Services
Nebraska
$342K -$27.6K -298 -7%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$331K +$7.81K +83 +2%
NWA
125
Navis Wealth Advisors
New York
$312K +$1.79K +19 +0.6%
3 4
5
6 7