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SPDR Dow Jones REIT ETF

254 hedge funds and large institutions have $2.09B invested in SPDR Dow Jones REIT ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
5.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
38
Increased
74
Reduced
79
Closed
29
Calls
$704K
Puts
$879K
Net Calls
-$175K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$409K -$5.21K -50 -1%
JWA
127
JFS Wealth Advisors
Pennsylvania
$391K -$37.5K -358 -9%
RJT
128
Raymond James Trust
Florida
$391K +$58.9K +563 +18%
BFG
129
Beacon Financial Group
Texas
$390K +$10.3K +98 +3%
SC
130
SouthState Corp
Florida
$388K
GIA
131
Gladstone Institutional Advisory
Florida
$382K -$65.9K -630 -15%
MBT
132
Montecito Bank & Trust
California
$380K -$95.8K -918 -20%
OCM
133
One Capital Management
California
$375K +$4.81K +46 +1%
HPC
134
Hobart Private Capital
North Carolina
$370K +$89.8K +859 +32%
DAS
135
Dynamic Advisor Solutions
Arizona
$362K +$362K +3,464 New
FWM
136
Foresight Wealth Management
Utah
$361K -$72.5K -693 -17%
CPA
137
Capital Planning Advisors
California
$354K
RPC
138
Rossmore Private Capital
Connecticut
$345K -$16.2K -155 -4%
VWM
139
Venturi Wealth Management
Texas
$342K +$102K +977 +43%
BF
140
BOK Financial
Oklahoma
$341K +$1.57K +15 +0.5%
FAAS
141
First Allied Advisory Services
California
$337K -$11.9K -114 -3%
Deutsche Bank
142
Deutsche Bank
Germany
$334K +$334K +3,200 New
EWM
143
Evermay Wealth Management
Virginia
$328K +$328K +3,141 New
CPIG
144
Chicago Partners Investment Group
Illinois
$326K +$63.5K +595 +24%
CFD
145
Creative Financial Designs
Indiana
$321K +$6.5K +63 +2%
TI
146
Truepoint Inc
Ohio
$315K
SW
147
SVB Wealth
Massachusetts
$310K
Asset Management One
148
Asset Management One
Japan
$307K -$85.6K -820 -22%
GMA
149
Goldstein Munger & Associates
California
$307K
EWA
150
EP Wealth Advisors
California
$307K +$41.6K +398 +16%