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SPDR Dow Jones REIT ETF
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Overview Fund Activity

175 hedge funds and large institutions have $1.88B invested in SPDR Dow Jones REIT ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+3
Holders Change %
+1.74%
% of All Funds
5.08%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
59
Reduced
61
Closed
13
Calls
$607K
Puts
$7.09M
Net Calls
-$6.49M
Net Calls Change
-$4.13M

Top Buyers

1
State Street
1
State Street
Massachusetts
$140M
2
Charles Schwab
2
Charles Schwab
California
$32.7M
3
DWA
3
Dorsey Wright & Associates
California
$28.1M
4
AIA
4
Arrow Investment Advisors
Maryland
$19.8M
5
TCT
5
TIAA CREF Trust
Missouri
$156M

Top Sellers

1
DIP
1
DT Investment Partners
Pennsylvania
$298K
2
Bank of America
2
Bank of America
North Carolina
$144M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BIT
4
BlackRock Institutional Trust
California
$1M
5
CIM
5
Confluence Investment Management
Missouri
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
151
Washington Trust Bank
Washington
$40K – – –
Bessemer Group
152
Bessemer Group
New Jersey
$40K – – –
DADC
153
D.A. Davidson & Co
Montana
$39K – – –
PTC
154
Private Trust Company
Ohio
$36K – – –
OIA
155
Optimum Investment Advisors
Illinois
$35K – – –
JIC
156
Joel Isaacson & Co
New York
$32K – – –
BWFA
157
Baltimore-Washington Financial Advisors
Maryland
$27K +$27K +342 New
TCOV
158
Trust Company of Vermont
Vermont
$24K – – –
M
159
MOTCO
Texas
$22K – – –
JIR
160
James Investment Research
Ohio
$21K – – –
Axa
161
Axa
France
$16K -$33.8K -420 -68%
SFPM
162
Sensible Financial Planning & Management
Massachusetts
$16K +$16K +197 New
1IC
163
1919 Investment Counsel
Maryland
$14K – – –
WTC
164
WhitTier Trust Company
Nevada
$14K +$14K +170 New
DBT
165
Dubuque Bank & Trust
Iowa
$13K +$1.73K +21 +15%
AIG
166
American International Group
New York
$12.4K +$399 +5 +3%
IFWM
167
Institute for Wealth Management
Colorado
$10K – – –
WEC
168
Winslow Evans & Crocker
Massachusetts
$7.98K -$3.59K -45 -31%
GAM
169
Gemmer Asset Management
California
$7K -$1.73K -23 -20%
TSW
170
Thompson Siegel & Walmsley
Virginia
$7K – – –
CMO
171
Covenant Multifamily Offices
Texas
$5K – – –
MSFP
172
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
WT
173
Whittier Trust
California
$5K – – –
BOK
174
Bank of Kentucky
Kentucky
$4K – – –
CTC
175
Central Trust Company
Missouri
$4K – – –
4 5 6
7
8