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SPDR Dow Jones REIT ETF

218 hedge funds and large institutions have $1.07B invested in SPDR Dow Jones REIT ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 97 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-60
Holders Change %
-21.58%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
50
Reduced
97
Closed
70
Calls
$744K
Puts
$662K
Net Calls
+$82K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Shares
Change %
ABC
151
Associated Banc-Corp
Wisconsin
$54K +$54K +750 New
OPS
152
Orion Portfolio Solutions
Nebraska
$52K +$28.7K +401 +123%
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$45K
HWA
154
Heritage Wealth Advisors
Virginia
$43.7K
CFGS
155
Concourse Financial Group Securities
Alabama
$42K -$5.03K -70 -11%
OC
156
Oakworth Capital
Alabama
$42K
CAL
157
Capital Analysts LLC
Pennsylvania
$40K +$17.5K +241 +78%
BL
158
Balentine LLC
Georgia
$39K -$119M -1,651,928 -100%
VFA
159
Valeo Financial Advisors
Indiana
$37K -$7.48K -93 -17%
TPCW
160
TD Private Client Wealth
New York
$35.9K -$26.8K -371 -43%
AF
161
Advisornet Financial
Minnesota
$32K -$6.82K -94 -18%
CBT
162
Capital Bank & Trust
California
$32K
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$32K
CFA
164
Carroll Financial Associates
North Carolina
$31K -$11.1K -156 -26%
BCMIO
165
Beacon Capital Management Inc (Ohio)
Ohio
$31K
EK
166
Evensky & Katz
Florida
$30K
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$29K -$432K -5,979 -94%
APWM
168
Atlas Private Wealth Management
New York
$28K
QCMC
169
Quantum Capital Management (California)
California
$25K -$356 -5 -1%
DSC
170
Duncker Streett & Co
Missouri
$25K
SFSG
171
Stearns Financial Services Group
North Carolina
$24K +$24K +337 New
CAAS
172
Capital Asset Advisory Services
Michigan
$22K -$294K -4,251 -93%
CFFP
173
Center for Financial Planning
Michigan
$22K -$66K -900 -75%
FHA
174
Flagship Harbor Advisors
Massachusetts
$22K +$71 +1 +0.3%
WPA
175
West Paces Advisors
Georgia
$21.7K -$27.1K -375 -56%