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SPDR Dow Jones REIT ETF

158 hedge funds and large institutions have $1.4B invested in SPDR Dow Jones REIT ETF in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+14
Holders Change %
+9.72%
% of All Funds
4.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
27
Increased
50
Reduced
54
Closed
11
Calls
$535K
Puts
$1.77M
Net Calls
-$1.24M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
151
Institute for Wealth Management
Colorado
$9K -$1.74K -25 -16%
LFG
152
LifePlan Financial Group
Ohio
$7K +$7K +105 New
TSW
153
Thompson Siegel & Walmsley
Virginia
$6K
Axa
154
Axa
France
$6K +$6K +80 New
WT
155
Whittier Trust
California
$5K
CMO
156
Covenant Multifamily Offices
Texas
$4K +$4K +59 New
EWM
157
Evercore Wealth Management
New York
$4K +$4K +60 New
PAS
158
Partnervest Advisory Services
California
$3K -$2.85K -39 -49%
Wellington Management Group
159
Wellington Management Group
Massachusetts
-$14.7M -200,998 Closed
Comerica Bank
160
Comerica Bank
Texas
-$325K -4,450 Closed
CRC
161
Curi RMB Capital
Illinois
-$306K -4,200 Closed
Nomura Holdings
162
Nomura Holdings
Japan
-$278K -3,800 Closed
PFA
163
Pure Financial Advisors
California
-$239K -3,279 Closed
SGCA
164
Steel Grove Capital Advisors
Tennessee
-$222K -3,038 Closed
Luther King Capital Management (LKCM)
165
Luther King Capital Management (LKCM)
Texas
-$208K -2,850 Closed
BP
166
Banyan Partners
Florida
-$204K -2,796 Closed
UCFA
167
United Capital Financial Advisors
Texas
-$203K -2,785 Closed
ZTNA
168
Zions Trust National Association
Utah
-$4K -52 Closed
FANJ
169
Financial Architects (New Jersey)
New Jersey
-$4K -48 Closed