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SPDR Dow Jones REIT ETF
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Overview Fund Activity

266 hedge funds and large institutions have $1.06B invested in SPDR Dow Jones REIT ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+30
Holders Change %
+12.71%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
76
Reduced
80
Closed
17
Calls
$229K
Puts
$553K
Net Calls
-$324K
Net Calls Change
-$1.22M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Northern Trust
2
Northern Trust
Illinois
$258M
3
BlackRock
3
BlackRock
New York
$22.4M
4
CAI
4
Capital Advisors Inc
Oklahoma
$8.39M
5
UBS Group
5
UBS Group
Switzerland
$8.33M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$863K
3
N
3
Natixis
France
$95
4
Wells Fargo
4
Wells Fargo
California
$69.9M
5
CA
5
Clearstead Advisors
Ohio
$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWA
126
Navis Wealth Advisors
New York
$313K +$9.06K +95 +3%
JWA
127
JFS Wealth Advisors
Pennsylvania
$311K +$1.53K +16 +0.5%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$310K +$10.1K +106 +3%
HW
129
Hancock Whitney
Mississippi
$306K +$306K +3,213 New
Deutsche Bank
130
Deutsche Bank
Germany
$305K – – –
CPIG
131
Chicago Partners Investment Group
Illinois
$304K +$3.39K +37 +1%
BFG
132
Beacon Financial Group
Texas
$303K -$432K -4,529 -59%
PAS
133
Park Avenue Securities
New York
$301K +$18.6K +195 +7%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$300K +$63.2K +663 +27%
BCM
135
BluePointe Capital Management
California
$297K +$297K +3,111 New
IAN
136
Integrated Advisors Network
Texas
$296K -$10.3K -108 -3%
AL
137
Aspiriant LLC
California
$289K – – –
KWM
138
Kingsview Wealth Management
Oregon
$287K – – –
UCFA
139
United Capital Financial Advisors
Texas
$286K -$425K -4,455 -60%
WPWM
140
Windward Private Wealth Management
Kansas
$285K +$51K +535 +22%
SC
141
SouthState Corp
Florida
$284K – – –
FRA
142
Front Row Advisors
California
$279K -$8.29K -87 -3%
SWP
143
Stratos Wealth Partners
Ohio
$278K +$278K +2,917 New
WTC
144
WhitTier Trust Company
Nevada
$272K +$272K +2,855 New
CIA
145
Compass Ion Advisors
Pennsylvania
$269K +$286 +3 +0.1%
ACA
146
Aptus Capital Advisors
Alabama
$269K +$232K +2,432 +625%
Jane Street
147
Jane Street
New York
$263K -$364K -3,816 -58%
APW
148
Austin Private Wealth
Texas
$250K +$250K +2,624 New
AGP
149
Autumn Glory Partners
Texas
$249K +$249K +2,640 New
IA
150
IFG Advisory
Georgia
$249K +$1.24K +13 +0.5%
4 5
6
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