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State Street SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $621K

4% less funds holding

Funds holding: 255245 (-10)

4.5% less ownership

Funds ownership: 75.37%70.87% (-4.5%)

8% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$93.2M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
245
Holders Change
-10
Holders Change %
-3.92%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
63
Reduced
89
Closed
34
Calls
$1.23M
Puts
$621K
Net Calls
+$613K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
151
VitalStone Financial
Texas
$207K +$64.8K +709 +73%
RPC
152
Rossmore Private Capital
Connecticut
$205K -$457 -5 -0.2%
BF
153
BOK Financial
Oklahoma
$195K -$47.4K -519 -19%
CT
154
Cambridge Trust
Massachusetts
$172K
VWM
155
Venturi Wealth Management
Texas
$169K +$174K +1,900 New
BA
156
Bristlecone Advisors
Washington
$156K +$161K +1,762 New
PTC
157
Private Trust Company
Ohio
$155K -$2.19K -24 -1%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$147K -$8.95K -98 -6%
LWCFA
159
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K
TPCW
160
TD Private Client Wealth
New York
$143K +$50.1K +549 +52%
BBHC
161
Brown Brothers Harriman & Co
New York
$139K +$143K +1,570 New
CAL
162
Capital Advisors Ltd
Ohio
$121K
MIM
163
MTM Investment Management
South Carolina
$115K
ASBI
164
American State Bank (Iowa)
Iowa
$114K
BA
165
Bellwether Advisors
Nebraska
$100K -$61.5K -673 -37%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$100K -$19K -208 -16%
Citigroup
167
Citigroup
New York
$90.2K +$92.3K +1,011 +20,220%
BAM
168
Belpointe Asset Management
Nevada
$89.4K +$3.01K +33 +3%
Citadel Advisors
169
Citadel Advisors
Florida
$88.2K +$90.7K +993 New
CWM
170
Cranbrook Wealth Management
Michigan
$81K -$141K -1,549 -63%
HWA
171
HHM Wealth Advisors
Tennessee
$73.2K
CMP
172
Coston McIsaac & Partners
Maine
$72K
CWC
173
Carolinas Wealth Consulting
North Carolina
$71K
HI
174
Harbour Investments
Wisconsin
$70.2K +$457 +5 +0.6%
PK
175
Pflug Koory
Nebraska
$68.5K -$12.8K -140 -15%