RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

176 hedge funds and large institutions have $2.12B invested in SPDR Dow Jones REIT ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
176
Holders Change
-12
Holders Change %
-6.38%
% of All Funds
4.75%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.19%
New
17
Increased
53
Reduced
67
Closed
26
Calls
$819K
Puts
$692K
Net Calls
+$127K
Net Calls Change
+$1.88M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$171M
2
PPA
2
Parametric Portfolio Associates
Washington
$58.4M
3
BL
3
Balentine LLC
Georgia
$63.4M
4
TCT
4
TIAA CREF Trust
Missouri
$199M
5
VA
5
Valmark Advisers
Ohio
$99.3M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
State Street
2
State Street
Massachusetts
$103M
3
Wells Fargo
3
Wells Fargo
California
$320M
4
Morgan Stanley
4
Morgan Stanley
New York
$42.8M
5
BAAM
5
Baker Avenue Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAS
151
Winch Advisory Services
Wisconsin
$30K 355 +355 New
TCOV
152
Trust Company of Vermont
Vermont
$25K 300 – –
TRCT
153
Tower Research Capital (TRC)
New York
$25K 292 +292 New
M
154
MOTCO
Texas
$23K 275 – –
JIR
155
James Investment Research
Ohio
$22K 260 – –
S
156
SignatureFD
Georgia
$21K 249 – –
BRWM
157
B. Riley Wealth Management
Tennessee
$16K 200 -2,596 -93%
TWA
158
TCI Wealth Advisors
Arizona
$16K 187 +125 +202%
Axa
159
Axa
France
$15K 181 +181 New
NFG
160
Next Financial Group
Texas
$13K 159 -590 -79%
FWM
161
Focused Wealth Management
New York
$11K 132 +1 +0.8%
CLOS
162
Compagnie Lombard Odier SCmA
Switzerland
$11K 135 +135 New
MAM
163
Mizuho Asset Management
Japan
$11K 135 +135 New
SFPM
164
Sensible Financial Planning & Management
Massachusetts
$9K 102 +102 New
WEC
165
Winslow Evans & Crocker
Massachusetts
$8.44K 100 – –
BCM
166
Brookstone Capital Management
Illinois
$8K 94 +94 New
GAM
167
Gemmer Asset Management
California
$7K 82 -8 -9%
TSW
168
Thompson Siegel & Walmsley
Virginia
$7K 85 – –
WT
169
Whittier Trust
California
$6K 66 – –
MSFP
170
Mark Sheptoff Financial Planning
Connecticut
$5K 62 – –
PVH
171
Psagot Value Holdings
Israel
$4K 45 -236 -84%
CTC
172
Central Trust Company
Missouri
$3K 40 – –
MCM
173
MV Capital Management
Maryland
$2K 22 – –
SSB
174
Sandy Spring Bank
Maryland
$2K 18 – –
Fiera Capital (Canada)
175
Fiera Capital (Canada)
Quebec, Canada
$342 4,052 +4,052 New
5 6
7
8 9