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SPDR Dow Jones REIT ETF
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Overview Fund Activity

172 hedge funds and large institutions have $1.78B invested in SPDR Dow Jones REIT ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
4.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
17
Increased
54
Reduced
60
Closed
10
Calls
$565K
Puts
$2.92M
Net Calls
-$2.36M
Net Calls Change
-$1.57M

Top Buyers

1
State Street
1
State Street
Massachusetts
$110M
2
TCT
2
TIAA CREF Trust
Missouri
$146M
3
Goldman Sachs
3
Goldman Sachs
New York
$106M
4
Wells Fargo
4
Wells Fargo
California
$289M
5
Bank of America
5
Bank of America
North Carolina
$155M

Top Sellers

1
AA
1
Alesco Advisors
New York
$24.7M
2
BIT
2
BlackRock Institutional Trust
California
$4.53M
3
SI
3
Stephens Inc
Arkansas
$237K
4
CS
4
Credit Suisse
Switzerland
$7.71M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
151
Joel Isaacson & Co
New York
$33K – – –
OIA
152
Optimum Investment Advisors
Illinois
$33K +$33K +400 New
BRWM
153
B. Riley Wealth Management
Tennessee
$31K +$6.2K +75 +25%
AP
154
Advisors Preferred
Maryland
$26.7K +$26.7K +322 New
TCOV
155
Trust Company of Vermont
Vermont
$25K – – –
M
156
MOTCO
Texas
$23K – – –
JIR
157
James Investment Research
Ohio
$22K – – –
TAIM
158
TD Ameritrade Investment Management
Nebraska
$21K +$21K +255 New
1IC
159
1919 Investment Counsel
Maryland
$14K +$14K +164 New
AIG
160
American International Group
New York
$12.5K -$28.2K -340 -69%
WEC
161
Winslow Evans & Crocker
Massachusetts
$12K – – –
IFWM
162
Institute for Wealth Management
Colorado
$11K – – –
DBT
163
Dubuque Bank & Trust
Iowa
$11K +$1.45K +18 +15%
GAM
164
Gemmer Asset Management
California
$10K +$86 +1 +0.9%
TSW
165
Thompson Siegel & Walmsley
Virginia
$7K – – –
BRWA
166
B. Riley Wealth Advisors
Florida
$5.81K +$5.81K +70 New
CMO
167
Covenant Multifamily Offices
Texas
$5K – – –
MSFP
168
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
WT
169
Whittier Trust
California
$5K – – –
BOK
170
Bank of Kentucky
Kentucky
$4K – – –
CTC
171
Central Trust Company
Missouri
$4K +$4K +53 New
PAS
172
Partnervest Advisory Services
California
$3K – – –
RJFSA
173
Raymond James Financial Services Advisors
Florida
– -$1.65M -21,131 Closed
SIC
174
Salem Investment Counselors
North Carolina
– -$327K -7,945 Closed
VKH
175
Virtu KCG Holdings
New York
– -$373K -4,786 Closed
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