RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

224 hedge funds and large institutions have $1.03B invested in SPDR Dow Jones REIT ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
49
Reduced
75
Closed
21
Calls
–
Puts
$435K
Net Calls
-$435K
Net Calls Change
+$259K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.3M
2
Ameriprise
2
Ameriprise
Minnesota
$13.7M
3
Truist Financial
3
Truist Financial
North Carolina
$36.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.4M
5
Millennium Management
5
Millennium Management
New York
$4.66M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$527K
2
Morgan Stanley
2
Morgan Stanley
New York
$28.9M
3
Northern Trust
3
Northern Trust
Illinois
$213M
4
Wells Fargo
4
Wells Fargo
California
$105M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$88K -$7.33K -77 -8%
PK
152
Pflug Koory
Nebraska
$88K +$88K +925 New
CWC
153
Carolinas Wealth Consulting
North Carolina
$85K – – –
AIC
154
Ameritas Investment Company
Nebraska
$83.2K +$83.2K +879 New
BHWM
155
Bay Harbor Wealth Management
Maryland
$75K -$43.7K -460 -37%
VFA
156
Valeo Financial Advisors
Indiana
$74K +$49.6K +527 +203%
LWANC
157
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K – – –
Barclays
158
Barclays
United Kingdom
$66K +$66K +699 New
PWA
159
Phoenix Wealth Advisors
North Carolina
$60K – – –
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$59K – – –
HWA
161
Heritage Wealth Advisors
Virginia
$57.3K – – –
OC
162
Oakworth Capital
Alabama
$54K – – –
TC
163
Tacita Capital
Ontario, Canada
$52K – – –
MLFP
164
MPS Loria Financial Planners
Illinois
$48K +$2.36K +25 +5%
AF
165
Advisornet Financial
Minnesota
$44K – – –
BCMIO
166
Beacon Capital Management Inc (Ohio)
Ohio
$34K -$1.97K -21 -5%
DSC
167
Duncker Streett & Co
Missouri
$33K – – –
SWM
168
Spire Wealth Management
Virginia
$33K +$33K +346 New
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$30K -$109K -1,130 -78%
CFA
170
Carroll Financial Associates
North Carolina
$30K – – –
CTB
171
Country Trust Bank
Illinois
$28K – – –
CFFP
172
Center for Financial Planning
Michigan
$28K – – –
MAWCM
173
Mine & Arao Wealth Creation & Management
California
$24K +$188 +2 +0.8%
CAL
174
Capital Analysts LLC
Pennsylvania
$21K -$77.2K -827 -79%
BFEC
175
Benjamin F. Edwards & Company
Missouri
$21K +$11.5K +123 +121%
5 6
7
8 9