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SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

233 hedge funds and large institutions have $1.17B invested in SPDR Dow Jones REIT ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
71
Reduced
63
Closed
23
Calls
$808K
Puts
$1.07M
Net Calls
-$262K
Net Calls Change
+$173K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$22.9M
2
Charles Schwab
2
Charles Schwab
California
$138M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.7M
4
Truist Financial
4
Truist Financial
North Carolina
$46.4M
5
IA
5
IFP Advisors
Florida
$5.21M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.93M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$32.1M
3
N
3
Natixis
France
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
126
Allen Capital Group
Nebraska
$324K -$13.4K -128 -4%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$314K +$34.6K +330 +12%
WPWM
128
Windward Private Wealth Management
Kansas
$313K -$149K -1,415 -32%
NWA
129
Navis Wealth Advisors
New York
$309K +$1.99K +19 +0.6%
AIC
130
Ameritas Investment Company
Nebraska
$285K -$809K -650 -74%
MFGP
131
Marshall Financial Group (Pennsylvania)
Pennsylvania
$281K – – –
MAS
132
Managed Account Services
Florida
$277K – – –
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$273K +$5.04K +48 +2%
DWT
134
Dorsey & Whitney Trust
South Dakota
$273K +$273K +2,600 New
MSAM
135
Moloney Securities Asset Management
Missouri
$265K +$7.86K +75 +3%
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$252K – – –
PFWA
137
Paces Ferry Wealth Advisors
Georgia
$250K +$1.57K +15 +0.6%
RPC
138
Rossmore Private Capital
Connecticut
$242K – – –
BAAM
139
Baker Avenue Asset Management
California
$239K – – –
BBA
140
BLB&B Advisors
Pennsylvania
$228K +$228K +2,172 New
GFS
141
GYL Financial Synergies
Connecticut
$224K +$224K +2,131 New
RWA
142
Redhawk Wealth Advisors
Minnesota
$223K +$223K +2,130 New
MA
143
MUFG Americas
New York
$218K – – –
FT
144
Fiduciary Trust
Massachusetts
$216K +$216K +2,059 New
BS
145
Boenning & Scattergood
Pennsylvania
$215K +$215K +2,050 New
KFC
146
Klingenstein Fields & Co
New York
$211K +$211K +2,015 New
IA
147
IFG Advisory
Georgia
$209K +$209K +1,997 New
AL
148
Aspiriant LLC
California
$206K +$206K +1,960 New
CTA
149
Chesley Taft & Associates
Illinois
$205K +$205K +1,950 New
William Blair & Company
150
William Blair & Company
Illinois
$185K +$182K +1,728 +5,236%
4 5
6
7 8