RWR icon

SPDR Dow Jones REIT ETF

236 hedge funds and large institutions have $841M invested in SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
66
Reduced
79
Closed
22
Calls
$1.33M
Puts
$435K
Net Calls
+$895K
Net Calls Change
+$308K
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
126
Huntington National Bank
Ohio
$268K -$327K
IAN
127
Integrated Advisors Network
Texas
$266K -$1.41K -17 -0.5%
Deutsche Bank
128
Deutsche Bank
Germany
$265K
NWA
129
Navis Wealth Advisors
New York
$265K +$2.57K +31 +1%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$261K -$32.9K -397 -11%
CPIG
131
Chicago Partners Investment Group
Illinois
$258K +$2.13K +27 +0.8%
JPMPWA
132
J.P. Morgan Private Wealth Advisors
California
$256K -$232K -2,803 -48%
AL
133
Aspiriant LLC
California
$252K
KWM
134
Kingsview Wealth Management
Oregon
$250K
FRA
135
Front Row Advisors
California
$250K -$32.3K -390 -11%
SC
136
SouthState Corp
Florida
$247K -$4.06K -49 -2%
PAS
137
Park Avenue Securities
New York
$246K +$246K +2,961 New
GT
138
Greenleaf Trust
Michigan
$237K -$723K -8,718 -75%
CFP
139
Curran Financial Partners
South Carolina
$236K -$6.3K -76 -3%
LSA
140
Lion Street Advisors
Texas
$235K -$277K -3,342 -54%
CIA
141
Compass Ion Advisors
Pennsylvania
$234K +$234K +2,822 New
IA
142
IFG Advisory
Georgia
$216K +$216K +2,603 New
HR
143
Hardy Reed
Mississippi
$213K +$213K +2,563 New
MFGP
144
Marshall Financial Group (Pennsylvania)
Pennsylvania
$208K +$249 +3 +0.1%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$206K +$206K +2,486 New
ATPW
146
Ashton Thomas Private Wealth
Arizona
$205K -$18.1K -218 -8%
WPWM
147
Windward Private Wealth Management
Kansas
$204K +$204K +2,459 New
BF
148
BOK Financial
Oklahoma
$174K
CT
149
Cambridge Trust
Massachusetts
$161K
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$159K +$128K +1,547 +411%