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SPDR Dow Jones REIT ETF
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Overview Fund Activity

278 hedge funds and large institutions have $1.98B invested in SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+24
Holders Change %
+9.45%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
52
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$30.2M
2
Northern Trust
Northern Trust
Illinois
$309M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.93M
4
PPA
Parametric Portfolio Associates
Washington
$88.1M
5
AG
Advisor Group
Arizona
$13.5M

Top Sellers

1
State Street
State Street
Massachusetts
$159M
2
Goldman Sachs
Goldman Sachs
New York
$30.7M
3
CAI
Capital Advisors Inc
Oklahoma
$0
4
AssetMark Inc
AssetMark Inc
California
$48M
5
Ameriprise
Ameriprise
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
151
Raymond James Trust
Florida
$308K -$72.9K -715 -19%
TI
152
Truepoint Inc
Ohio
$307K – – –
Asset Management One
153
Asset Management One
Japan
$304K +$4.08K +40 +1%
CFD
154
Creative Financial Designs
Indiana
$302K -$10.6K -105 -3%
GIA
155
Gladstone Institutional Advisory
Florida
$301K -$71.6K -702 -19%
POIA
156
Pin Oak Investment Advisors
Texas
$299K – – –
GT
157
Glenmede Trust
Pennsylvania
$298K – – –
GFPC
158
Global Financial Private Client
Florida
$295K +$295K +2,889 New
HW
159
Hancock Whitney
Mississippi
$294K +$294K +2,880 New
MAS
160
Managed Account Services
Florida
$290K – – –
TC
161
TownSquare Capital
Utah
$290K – – –
CPIG
162
Chicago Partners Investment Group
Illinois
$287K -$29.6K -285 -9%
AWMS
163
Advocacy Wealth Management Services
Georgia
$287K +$150K +1,469 +110%
IA
164
IndexIQ Advisors
New York
$286K +$264K +2,588 +1,187%
FNBT
165
FineMark National Bank & Trust
Florida
$283K – – –
ACM
166
Armbruster Capital Management
New York
$281K – – –
MFGP
167
Marshall Financial Group (Pennsylvania)
Pennsylvania
$278K – – –
WIC
168
Whitegate Investment Counselors
New Hampshire
$275K – – –
HPC
169
Hobart Private Capital
North Carolina
$269K -$92.7K -909 -26%
CW
170
CreativeOne Wealth
Kansas
$268K +$268K +2,620 New
MSAM
171
Moloney Securities Asset Management
Missouri
$267K +$1.53K +15 +0.6%
EWA
172
EP Wealth Advisors
California
$260K -$39.1K -384 -13%
BAAM
173
Baker Avenue Asset Management
California
$256K – – –
PAMU
174
Pictet Asset Management (UK)
United Kingdom
$245K – – –
BAM
175
Belpointe Asset Management
Nevada
$244K -$18.2K -178 -7%
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7
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