RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

259 hedge funds and large institutions have $1.23B invested in SPDR Dow Jones REIT ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 26 closing their positions.

Holders
259
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
36
Increased
81
Reduced
63
Closed
26
Calls
$89K
Puts
$1.83M
Net Calls
-$1.74M
Net Calls Change
-$154K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$250M
2
Northern Trust
2
Northern Trust
Illinois
$312M
3
NHFG
3
New Harbor Financial Group
Massachusetts
$10.6M
4
FFO
4
Fiduciary Family Office
Florida
$10.6M
5
QC
5
Quadrature Capital
United Kingdom
$6.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.5M
2
Millennium Management
2
Millennium Management
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.94M
4
CAI
4
Capital Advisors Inc
Oklahoma
$0
5
LPL Financial
5
LPL Financial
California
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$569K -$35.6K -360 -6%
BHBT
102
Burke & Herbert Bank & Trust
Virginia
$551K – – –
FCI
103
Financial Counselors Inc
Kansas
$550K +$245K +2,474 +80%
SFP
104
Strategic Financial Partners
Oregon
$545K -$198 -2 -0%
EWA
105
Exencial Wealth Advisors
Oklahoma
$501K – – –
KFP
106
KMG Fiduciary Partners
Ohio
$488K +$297 +3 +0.1%
GT
107
Greenleaf Trust
Michigan
$477K – – –
UFAC
108
Urban Financial Advisory Corp
Illinois
$476K +$6.82K +69 +1%
EWM
109
Empirical Wealth Management
Washington
$475K +$8.01K +81 +2%
FAT
110
First American Trust
California
$472K – – –
Stifel Financial
111
Stifel Financial
Missouri
$463K -$20.5K -207 -4%
TPW
112
Transatlantique Private Wealth
New York
$445K – – –
SCTC
113
Sanibel Captiva Trust Company
Florida
$443K -$59.3K -600 -12%
ATI
114
ARK & TLK Investments
Oklahoma
$442K – – –
HSA
115
HBK Sorce Advisory
Pennsylvania
$440K -$43.1K -436 -9%
Franklin Resources
116
Franklin Resources
California
$440K -$81K -819 -16%
AAS
117
Ameritas Advisory Services
Nebraska
$437K +$21.1K +213 +5%
OIA
118
OneDigital Investment Advisors
Kansas
$431K – – –
MFG
119
Merit Financial Group
Georgia
$414K -$4.35K -44 -1%
NHT
120
New Hampshire Trust
New Hampshire
$411K +$411K +4,157 New
LSA
121
Lion Street Advisors
Texas
$406K -$158K -1,598 -28%
Renaissance Technologies
122
Renaissance Technologies
New York
$405K -$870K -8,800 -68%
FFM
123
Forum Financial Management
Illinois
$399K – – –
Baird Financial Group
124
Baird Financial Group
Wisconsin
$395K +$4.05K +41 +1%
EH
125
Equitable Holdings
New York
$388K -$2.55M -25,836 -87%
3 4
5
6 7