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SPDR Dow Jones REIT ETF
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Overview Fund Activity

221 hedge funds and large institutions have $963M invested in SPDR Dow Jones REIT ETF in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 50 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+20
Holders Change %
+9.95%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
50
Reduced
67
Closed
17
Calls
–
Puts
$694K
Net Calls
-$694K
Net Calls Change
-$879K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$104M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$14.6M
3
CAI
3
Capital Advisors Inc
Oklahoma
$10.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$39.1M
5
AssetMark Inc
5
AssetMark Inc
California
$5.64M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$207M
2
Wells Fargo
2
Wells Fargo
California
$103M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.85M
4
Goldman Sachs
4
Goldman Sachs
New York
$20.9M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
151
Bellwether Advisors
Nebraska
$72K +$72K +841 New
LWANC
152
Laurel Wealth Advisors (North Carolina)
North Carolina
$66K – – –
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$54K – – –
PWA
154
Phoenix Wealth Advisors
North Carolina
$54K +$54K +625 New
HWA
155
Heritage Wealth Advisors
Virginia
$52K – – –
OC
156
Oakworth Capital
Alabama
$50K – – –
TC
157
Tacita Capital
Ontario, Canada
$48K +$48K +550 New
ABC
158
Associated Banc-Corp
Wisconsin
$45K -$27K -314 -37%
SWA
159
SOA Wealth Advisors
New York
$43K +$43K +478 New
AF
160
Advisornet Financial
Minnesota
$41K +$16.3K +187 +66%
IA
161
IndexIQ Advisors
New York
$40K -$125K -1,445 -76%
MLFP
162
MPS Loria Financial Planners
Illinois
$40K – – –
POIA
163
Pin Oak Investment Advisors
Texas
$37K -$36.9K -430 -50%
APWM
164
Atlas Private Wealth Management
New York
$33K – – –
BCMIO
165
Beacon Capital Management Inc (Ohio)
Ohio
$33K +$4.13K +48 +14%
DSC
166
Duncker Streett & Co
Missouri
$30K – – –
CFA
167
Carroll Financial Associates
North Carolina
$28K – – –
ASN
168
Advisory Services Network
Georgia
$26K -$2.53K -29 -9%
CTB
169
Country Trust Bank
Illinois
$26K – – –
CFFP
170
Center for Financial Planning
Michigan
$26K – – –
RPWA
171
Regent Peak Wealth Advisors
Georgia
$24K +$24K +272 New
VFA
172
Valeo Financial Advisors
Indiana
$23K -$17.7K -200 -43%
MAWCM
173
Mine & Arao Wealth Creation & Management
California
$22K +$174 +2 +0.8%
FPFS
174
First Personal Financial Services
North Carolina
$18K – – –
LGWM
175
Litman Gregory Wealth Management
California
$17K – – –
5 6
7
8 9