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State Street SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $621K

4% less funds holding

Funds holding: 255245 (-10)

4.5% less ownership

Funds ownership: 75.37%70.87% (-4.5%)

8% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$93.2M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
245
Holders Change
-10
Holders Change %
-3.92%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
63
Reduced
89
Closed
34
Calls
$1.23M
Puts
$621K
Net Calls
+$613K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
126
Deutsche Bank
Germany
$305K
IGWM
127
ICA Group Wealth Management
Colorado
$301K +$32.9K +360 +12%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$289K -$38.1K -417 -11%
IAN
129
Integrated Advisors Network
Texas
$288K -$16.1K -176 -5%
JWA
130
JFS Wealth Advisors
Pennsylvania
$286K +$822 +9 +0.3%
SW
131
SVB Wealth
Massachusetts
$280K
WF
132
Wayfinding Financial
Washington
$280K +$289K +3,159 New
NWA
133
Navis Wealth Advisors
New York
$278K +$2.19K +24 +0.8%
CFP
134
Curran Financial Partners
South Carolina
$277K -$34.8K -381 -11%
TI
135
Trexquant Investment
Connecticut
$270K +$278K +3,038 New
AL
136
Aspiriant LLC
California
$269K
SC
137
SouthState Corp
Florida
$268K -$36.5K -400 -12%
KWM
138
Kingsview Wealth Management
Oregon
$267K
CPIG
139
Chicago Partners Investment Group
Illinois
$264K +$1.92K +21 +0.7%
HNB
140
Huntington National Bank
Ohio
$260K
IC
141
Iconiq Capital
California
$250K
ATPW
142
Ashton Thomas Private Wealth
Arizona
$239K -$12.2K -134 -5%
AG
143
Ascent Group
Virginia
$229K +$236K +2,585 New
RSWM
144
Robertson Stephens Wealth Management
California
$224K +$231K +2,526 New
IA
145
IFG Advisory
Georgia
$223K +$548 +6 +0.2%
MFGP
146
Marshall Financial Group (Pennsylvania)
Pennsylvania
$223K -$9.23K -101 -4%
TF
147
TIAA FSB
Florida
$222K -$1.83K -20 -0.8%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$219K +$50K +547 +28%
APW
149
Austin Private Wealth
Texas
$218K +$13K +142 +6%
WWG
150
West Wealth Group
California
$212K +$218K +2,388 New