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SPDR Dow Jones REIT ETF
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Overview Fund Activity

278 hedge funds and large institutions have $1.98B invested in SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+24
Holders Change %
+9.45%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
52
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$30.2M
2
Northern Trust
Northern Trust
Illinois
$309M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.93M
4
PPA
Parametric Portfolio Associates
Washington
$88.1M
5
AG
Advisor Group
Arizona
$13.5M

Top Sellers

1
State Street
State Street
Massachusetts
$159M
2
Goldman Sachs
Goldman Sachs
New York
$30.7M
3
CAI
Capital Advisors Inc
Oklahoma
$0
4
AssetMark Inc
AssetMark Inc
California
$48M
5
Ameriprise
Ameriprise
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
126
Aspiriant LLC
California
$479K – – –
CAG
127
Csenge Advisory Group
Florida
$463K -$60.7K -595 -12%
SC
128
Savant Capital
Illinois
$463K -$816 -8 -0.2%
PO
129
Private Ocean
California
$461K -$9.1K -89 -2%
SS
130
Simplicity Solutions
Minnesota
$444K +$444K +4,353 New
FRA
131
Front Row Advisors
California
$439K – – –
GBBWRPM
132
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$427K – – –
BFG
133
Beacon Financial Group
Texas
$395K +$14.9K +146 +4%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$388K -$12.4K -121 -3%
IA
135
IFP Advisors
Florida
$386K -$870K -8,509 -69%
VWM
136
Venturi Wealth Management
Texas
$381K +$47.5K +465 +14%
JWA
137
JFS Wealth Advisors
Pennsylvania
$376K -$5.1K -50 -1%
SC
138
SouthState Corp
Florida
$369K -$9.81K -96 -3%
Wolverine Trading
139
Wolverine Trading
Illinois
$361K +$164K +1,621 +83%
DAS
140
Dynamic Advisor Solutions
Arizona
$353K – – –
UWPG
141
Ullmann Wealth Partners Group
Florida
$349K -$492K -4,825 -59%
MBT
142
Montecito Bank & Trust
California
$347K -$24.4K -239 -7%
IA
143
IFG Advisory
Georgia
$347K +$58.5K +575 +20%
CPA
144
Capital Planning Advisors
California
$344K -$1.63K -16 -0.5%
RPC
145
Rossmore Private Capital
Connecticut
$337K – – –
BF
146
BOK Financial
Oklahoma
$327K -$5.2K -51 -2%
FAAS
147
First Allied Advisory Services
California
$327K -$2.76K -27 -0.8%
Deutsche Bank
148
Deutsche Bank
Germany
$326K – – –
EWM
149
Evermay Wealth Management
Virginia
$320K – – –
SW
150
SVB Wealth
Massachusetts
$310K +$7.25K +71 +2%
4 5
6
7 8