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SPDR Dow Jones REIT ETF
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Overview Fund Activity

233 hedge funds and large institutions have $1.17B invested in SPDR Dow Jones REIT ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
71
Reduced
63
Closed
23
Calls
$808K
Puts
$1.07M
Net Calls
-$262K
Net Calls Change
+$173K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$22.9M
2
Charles Schwab
2
Charles Schwab
California
$138M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.7M
4
Truist Financial
4
Truist Financial
North Carolina
$46.4M
5
IA
5
IFP Advisors
Florida
$5.21M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.93M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$32.1M
3
N
3
Natixis
France
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
151
Arkadios Wealth Advisors
Georgia
$183K +$183K +1,753 New
AW
152
Avion Wealth
Texas
$148K -$2.42K -23 -2%
CAL
153
Capital Advisors Ltd
Ohio
$143K -$18.5K -177 -11%
LWCFA
154
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K +$141K +1,344 New
BA
155
Bellwether Advisors
Nebraska
$124K +$12.7K +122 +11%
HI
156
Harbour Investments
Wisconsin
$115K +$105 +1 +0.1%
FMTCOCP
157
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$105K – – –
GRP
158
Global Retirement Partners
California
$105K – – –
AIM
159
Axiom Investment Management
New York
$104K – – –
CC
160
Cassaday & Co
Virginia
$103K – – –
OIA
161
Optimum Investment Advisors
Illinois
$100K – – –
PK
162
Pflug Koory
Nebraska
$97K – – –
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$96K -$19.1K -182 -17%
TPCW
164
TD Private Client Wealth
New York
$95.3K -$3.78K -36 -4%
CWC
165
Carolinas Wealth Consulting
North Carolina
$94K – – –
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$67K -$29.4K -282 -30%
PWA
167
Phoenix Wealth Advisors
North Carolina
$67K – – –
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$65K – – –
CFGS
169
Concourse Financial Group Securities
Alabama
$64K -$73.2K -700 -53%
HWA
170
Heritage Wealth Advisors
Virginia
$63.5K – – –
OC
171
Oakworth Capital
Alabama
$60K – – –
LWANC
172
Laurel Wealth Advisors (North Carolina)
North Carolina
$59K -$20.8K -200 -26%
SB
173
Strategic Blueprint
Georgia
$55K +$55K +526 New
AF
174
Advisornet Financial
Minnesota
$49K – – –
BHWM
175
Bay Harbor Wealth Management
Maryland
$42K -$39.8K -384 -49%
5 6
7
8 9