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SPDR Dow Jones REIT ETF
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Overview Fund Activity

259 hedge funds and large institutions have $1.23B invested in SPDR Dow Jones REIT ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
36
Increased
81
Reduced
63
Closed
26
Calls
$89K
Puts
$1.83M
Net Calls
-$1.74M
Net Calls Change
-$154K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$250M
2
Northern Trust
Northern Trust
Illinois
$312M
3
FFO
Fiduciary Family Office
Florida
$10.6M
4
NHFG
New Harbor Financial Group
Massachusetts
$10.6M
5
QC
Quadrature Capital
United Kingdom
$6.73M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$34.5M
2
Millennium Management
Millennium Management
New York
$0
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.94M
4
CAI
Capital Advisors Inc
Oklahoma
$0
5
LPL Financial
LPL Financial
California
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$388K +$11.4K +115 +3%
MFT
127
Moisand Fitzgerald Tamayo
Florida
$375K -$1.29K -13 -0.3%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$373K +$184K +1,860 +97%
RFA
129
RTD Financial Advisors
Pennsylvania
$337K -$727K -7,351 -68%
CPIG
130
Chicago Partners Investment Group
Illinois
$335K +$4.77K +49 +1%
JWA
131
JFS Wealth Advisors
Pennsylvania
$331K +$1.58K +16 +0.5%
TWP
132
Tempus Wealth Planning
California
$328K -$2.37K -24 -0.7%
LF
133
Lee Financial
Texas
$324K +$33.5K +339 +12%
Deutsche Bank
134
Deutsche Bank
Germany
$316K – – –
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$312K – – –
BFG
136
Beacon Financial Group
Texas
$310K – – –
BCM
137
BluePointe Capital Management
California
$308K – – –
IAN
138
Integrated Advisors Network
Texas
$301K +$99 +1 +0%
AL
139
Aspiriant LLC
California
$300K – – –
UCFA
140
United Capital Financial Advisors
Texas
$296K – – –
WANY
141
Wealthspire Advisors (New York)
New York
$295K +$4.55K +46 +2%
FRA
142
Front Row Advisors
California
$271K -$17.8K -180 -6%
NCG
143
Newport Capital Group
New Jersey
$267K +$594 +6 +0.2%
CFB
144
Cullen/Frost Bankers
Texas
$264K +$45.5K +460 +21%
HWA
145
Heartwood Wealth Advisors
Virginia
$259K – – –
FMI
146
F/M Investments
District of Columbia
$258K +$258K +2,611 New
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$258K -$50.1K -507 -16%
SC
148
SouthState Corp
Florida
$257K – – –
NAM
149
NTV Asset Management
West Virginia
$256K -$242K -2,450 -49%
CIA
150
Compass Ion Advisors
Pennsylvania
$254K +$297 +3 +0.1%
4 5
6
7 8