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SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

234 hedge funds and large institutions have $888M invested in SPDR Dow Jones REIT ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-9
Holders Change %
-3.7%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
60
Reduced
91
Closed
25
Calls
$1.32M
Puts
$733K
Net Calls
+$587K
Net Calls Change
-$26K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$165M
2
LIA
Luken Investment Analytics
Tennessee
$8.63M
3
BlackRock
BlackRock
New York
$3.43M
4
PAG
Private Advisor Group
New Jersey
$8.26M
5
EH
Equitable Holdings
New York
$1.73M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.12M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.5M
3
Northern Trust
Northern Trust
Illinois
$227M
4
Millennium Management
Millennium Management
New York
$0
5
State Street
State Street
Massachusetts
$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
126
Chicago Partners Investment Group
Illinois
$300K +$22.1K +240 +8%
CFB
127
Cullen/Frost Bankers
Texas
$298K -$40.7K -450 -12%
JWA
128
JFS Wealth Advisors
Pennsylvania
$293K +$1.09K +12 +0.4%
IAN
129
Integrated Advisors Network
Texas
$292K -$1.27K -14 -0.4%
Deutsche Bank
130
Deutsche Bank
Germany
$289K -$21.8K -241 -7%
NWA
131
Navis Wealth Advisors
New York
$286K +$2.8K +31 +1%
AL
132
Aspiriant LLC
California
$274K – – –
SC
133
SouthState Corp
Florida
$273K – – –
KWM
134
Kingsview Wealth Management
Oregon
$272K – – –
ACP
135
Aveo Capital Partners
Colorado
$271K -$184K -2,032 -40%
CFP
136
Curran Financial Partners
South Carolina
$265K -$17.1K -189 -6%
ATPW
137
Ashton Thomas Private Wealth
Arizona
$243K – – –
APW
138
Austin Private Wealth
Texas
$227K +$5.07K +56 +2%
MFGP
139
Marshall Financial Group (Pennsylvania)
Pennsylvania
$227K +$271 +3 +0.1%
PAMS
140
Pictet Asset Management (Switzerland)
Switzerland
$217K +$217K +2,400 New
AG
141
Ascent Group
Virginia
$217K -$18.7K -205 -8%
RPC
142
Rossmore Private Capital
Connecticut
$208K -$361 -4 -0.2%
TF
143
TIAA FSB
Florida
$207K -$19.2K -212 -8%
RWA
144
Redhawk Wealth Advisors
Minnesota
$204K +$204K +2,252 New
NCG
145
Newport Capital Group
New Jersey
$202K +$202K +2,230 New
BF
146
BOK Financial
Oklahoma
$199K – – –
CT
147
Cambridge Trust
Massachusetts
$175K – – –
BA
148
Bristlecone Advisors
Washington
$159K – – –
Fidelity Investments
149
Fidelity Investments
Massachusetts
$159K +$56.7K +627 +55%
TPCW
150
TD Private Client Wealth
New York
$150K +$3.98K +44 +3%
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6
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