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SPDR Dow Jones REIT ETF

253 hedge funds and large institutions have $1.12B invested in SPDR Dow Jones REIT ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+12
Holders Change %
+4.98%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
39
Increased
63
Reduced
74
Closed
22
Calls
$35K
Puts
$674K
Net Calls
-$639K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
151
KMG Fiduciary Partners
Ohio
$210K +$210K +2,409 New
Corient Private Wealth
152
Corient Private Wealth
Florida
$210K +$210K +2,409 New
APW
153
Austin Private Wealth
Texas
$202K +$202K +2,316 New
CTA
154
Chesley Taft & Associates
Illinois
$201K +$201K +2,312 New
RPC
155
Rossmore Private Capital
Connecticut
$201K +$201K +2,309 New
AssetMark Inc
156
AssetMark Inc
California
$190K +$155K +1,782 +448%
CT
157
Cambridge Trust
Massachusetts
$169K -$26.2K -300 -13%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$168K
BA
159
Bellwether Advisors
Nebraska
$157K +$71.4K +819 +83%
PTC
160
Private Trust Company
Ohio
$154K +$26.2K +302 +21%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$153K
LWCFA
162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K -$36.3K -416 -20%
SFCL
163
Strengthening Families & Communities LLC
Massachusetts
$132K +$1.56K +18 +1%
CAL
164
Capital Advisors Ltd
Ohio
$119K
Fidelity Investments
165
Fidelity Investments
Massachusetts
$117K -$128K -1,469 -52%
AW
166
Avion Wealth
Texas
$115K
MIM
167
MTM Investment Management
South Carolina
$113K
NHT
168
New Hampshire Trust
New Hampshire
$94.1K +$94.1K +1,080 New
TPCW
169
TD Private Client Wealth
New York
$92.5K +$10.5K +120 +13%
TRCT
170
Tower Research Capital (TRC)
New York
$87K -$5.53M -63,575 -98%
VF
171
VitalStone Financial
Texas
$85K +$85K +977 New
BAM
172
Belpointe Asset Management
Nevada
$84.8K +$84.8K +974 New
PK
173
Pflug Koory
Nebraska
$79K
PMFA
174
Plante Moran Financial Advisors
Michigan
$76.7K +$76.7K +880 New
HWA
175
HHM Wealth Advisors
Tennessee
$71.9K