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SPDR Dow Jones REIT ETF
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Overview Fund Activity

255 hedge funds and large institutions have $1.28B invested in SPDR Dow Jones REIT ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 19 closing their positions.

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
72
Reduced
78
Closed
19
Calls
$1.55M
Puts
$3.13M
Net Calls
-$1.59M
Net Calls Change
+$481K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$79.8M
3
Northern Trust
3
Northern Trust
Illinois
$306M
4
Ameriprise
4
Ameriprise
Minnesota
$25.2M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$18.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.82M
2
Wells Fargo
2
Wells Fargo
California
$54.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29M
4
MSA
4
Mason Street Advisors
Wisconsin
$36M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.57M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
101
Exencial Wealth Advisors
Oklahoma
$541K 5,070 – –
NAM
102
NTV Asset Management
West Virginia
$537K 5,035 – –
KFP
103
KMG Fiduciary Partners
Ohio
$526K 4,929 -186 -4%
HSA
104
HBK Sorce Advisory
Pennsylvania
$522K 4,888 +7 +0.1%
Stifel Financial
105
Stifel Financial
Missouri
$522K 4,888 -1,713 -26%
GT
106
Greenleaf Trust
Michigan
$515K 4,827 +334 +7%
FAT
107
First American Trust
California
$510K 4,775 +450 +10%
UFAC
108
Urban Financial Advisory Corp
Illinois
$506K 4,745 +37 +0.8%
EWM
109
Empirical Wealth Management
Washington
$504K 4,723 -797 -14%
E
110
ETFidea
New York
$483K 4,527 -113 -2%
TPW
111
Transatlantique Private Wealth
New York
$480K 4,500 – –
ATI
112
ARK & TLK Investments
Oklahoma
$477K 4,472 – –
OIA
113
OneDigital Investment Advisors
Kansas
$466K 4,363 – –
MFG
114
Merit Financial Group
Georgia
$451K 4,227 +17 +0.4%
AAS
115
Ameritas Advisory Services
Nebraska
$449K 4,211 +251 +6%
FFM
116
Forum Financial Management
Illinois
$430K 4,032 -72 -2%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$422K 3,956 -318 -7%
IA
118
IFP Advisors
Florida
$407K 3,810 +3,481 +1,058%
MFT
119
Moisand Fitzgerald Tamayo
Florida
$407K 3,810 -107 -3%
IWC
120
Integrated Wealth Concepts
Massachusetts
$387K 3,624 -15 -0.4%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$380K 3,562 -7,610 -68%
CPIG
122
Chicago Partners Investment Group
Illinois
$360K 3,392 +26 +0.8%
NWA
123
Navis Wealth Advisors
New York
$359K 3,365 +26 +0.8%
TWP
124
Tempus Wealth Planning
California
$357K 3,341 +3,341 New
JWA
125
JFS Wealth Advisors
Pennsylvania
$356K 3,337 +528 +19%
3 4
5
6 7