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SPDR Dow Jones REIT ETF
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Overview Fund Activity

246 hedge funds and large institutions have $2B invested in SPDR Dow Jones REIT ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+31
Holders Change %
+14.42%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
60
Increased
60
Reduced
74
Closed
27
Calls
$464K
Puts
$379K
Net Calls
+$85K
Net Calls Change
+$85K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
2
CSIA
Charles Schwab Investment Advisory
California
+$103M
3
BL
Balentine LLC
Georgia
+$69.6M
4
PPA
Parametric Portfolio Associates
Washington
+$44.6M
5
Bank of America
Bank of America
North Carolina
+$14.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$16.6M
2
Wells Fargo
Wells Fargo
California
-$15.7M
3
CAI
Capital Advisors Inc
Oklahoma
-$13M
4
Ameriprise
Ameriprise
Minnesota
-$8.05M
5
PI
PFS Investments
Georgia
-$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
151
Pin Oak Investment Advisors
Texas
$252K – – –
HPC
152
Hobart Private Capital
North Carolina
$240K +$240K +2,785 New
FNBT
153
FineMark National Bank & Trust
Florida
$238K -$67.9K -790 -22%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$236K +$37.7K +438 +19%
MFGP
155
Marshall Financial Group (Pennsylvania)
Pennsylvania
$235K +$235K +2,729 New
MA
156
MUFG Americas
New York
$233K -$164K -1,908 -41%
BF
157
BOK Financial
Oklahoma
$231K -$862 -10 -0.4%
Betterment LLC
158
Betterment LLC
New York
$219K +$219K +2,548 New
CPIG
159
Chicago Partners Investment Group
Illinois
$217K +$2.41K +27 +1%
FHA
160
First Horizon Advisors
Tennessee
$213K +$213K +2,480 New
3AM
161
3D Asset Management
Connecticut
$206K -$12.8K -149 -6%
Wolverine Trading
162
Wolverine Trading
Illinois
$206K +$206K +2,396 New
SFA
163
Semmax Financial Advisors
North Carolina
$174K +$174K +2,027 New
NFG
164
Next Financial Group
Texas
$160K +$100K +1,166 +169%
GWMIA
165
Global Wealth Management Investment Advisory
Florida
$138K +$138K +1,605 New
GWM
166
Geneos Wealth Management
Colorado
$135K -$94.7K -1,109 -41%
RFC
167
Regions Financial Corp
Alabama
$128K -$5.85K -68 -4%
CWM
168
Cranbrook Wealth Management
Michigan
$120K +$93.3K +1,086 +349%
OIA
169
Optimum Investment Advisors
Illinois
$108K – – –
Fidelity Investments
170
Fidelity Investments
Massachusetts
$108K +$35.7K +414 +49%
Citigroup
171
Citigroup
New York
$107K +$1.89K +22 +2%
LWANC
172
Laurel Wealth Advisors (North Carolina)
North Carolina
$94K +$94K +1,092 New
FHB
173
First Hawaiian Bank
Hawaii
$91K – – –
CHC
174
City Holding Co
West Virginia
$90K – – –
MMG
175
Monetary Management Group
Missouri
$86K – – –
5 6
7
8 9