RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

224 hedge funds and large institutions have $1.03B invested in SPDR Dow Jones REIT ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
49
Reduced
75
Closed
21
Calls
–
Puts
$435K
Net Calls
-$435K
Net Calls Change
+$259K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.3M
2
Ameriprise
2
Ameriprise
Minnesota
$13.7M
3
Truist Financial
3
Truist Financial
North Carolina
$36.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.4M
5
Millennium Management
5
Millennium Management
New York
$4.66M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$527K
2
Morgan Stanley
2
Morgan Stanley
New York
$28.9M
3
Northern Trust
3
Northern Trust
Illinois
$213M
4
Wells Fargo
4
Wells Fargo
California
$105M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
126
Managed Account Services
Florida
$250K – – –
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$241K +$241K +2,550 New
MSAM
128
Moloney Securities Asset Management
Missouri
$232K – – –
PAMU
129
Pictet Asset Management (UK)
United Kingdom
$227K – – –
PFWA
130
Paces Ferry Wealth Advisors
Georgia
$224K +$1.8K +19 +0.8%
RPC
131
Rossmore Private Capital
Connecticut
$219K – – –
IA
132
IFP Advisors
Florida
$215K +$41.1K +433 +24%
BAAM
133
Baker Avenue Asset Management
California
$215K +$215K +2,280 New
CC
134
Courier Capital
New York
$202K +$202K +2,133 New
MA
135
MUFG Americas
New York
$197K – – –
US Bancorp
136
US Bancorp
Minnesota
$158K -$671K -7,073 -81%
CAL
137
Capital Advisors Ltd
Ohio
$146K +$30K +317 +26%
AW
138
Avion Wealth
Texas
$136K +$95 +1 +0.1%
CFGS
139
Concourse Financial Group Securities
Alabama
$124K -$2.84K -30 -2%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$104K -$3.8K -40 -4%
HI
141
Harbour Investments
Wisconsin
$104K +$104K +1,097 New
BA
142
Bellwether Advisors
Nebraska
$101K +$21.4K +226 +27%
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$100K +$100K +1,060 New
GRP
144
Global Retirement Partners
California
$95K -$74K -780 -44%
FMTCOCP
145
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$95K -$37.9K -399 -29%
AIM
146
Axiom Investment Management
New York
$94K +$69.2K +729 +279%
CC
147
Cassaday & Co
Virginia
$93K – – –
OIA
148
Optimum Investment Advisors
Illinois
$90K – – –
FP
149
Financial Perspectives
Minnesota
$90K +$89K +8,430 +9,367%
TPCW
150
TD Private Client Wealth
New York
$89.5K -$1.8K -19 -2%
4 5
6
7 8