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SPDR Dow Jones REIT ETF
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Overview Fund Activity

236 hedge funds and large institutions have $841M invested in SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
66
Reduced
79
Closed
22
Calls
$1.33M
Puts
$435K
Net Calls
+$895K
Net Calls Change
+$308K

Top Buyers

1
BlackRock
BlackRock
New York
$11.3M
2
Citadel Advisors
Citadel Advisors
Florida
$7.58M
3
Bank of America
Bank of America
North Carolina
$37.7M
4
CA
Clearstead Advisors
Ohio
$7.7M
5
LPL Financial
LPL Financial
California
$22.6M

Top Sellers

1
LIA
Luken Investment Analytics
Tennessee
$0
2
Wells Fargo
Wells Fargo
California
$65.4M
3
NAM
NorthCrest Asset Manangement
Minnesota
$0
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$38.4M
5
Ameriprise
Ameriprise
Minnesota
$7.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
151
Venturi Wealth Management
Texas
$158K +$158K +1,900 New
Fidelity Investments
152
Fidelity Investments
Massachusetts
$143K -$2.49K -30 -2%
TPCW
153
TD Private Client Wealth
New York
$141K +$4.23K +51 +3%
BBHC
154
Brown Brothers Harriman & Co
New York
$130K – – –
SFCL
155
Strengthening Families & Communities LLC
Massachusetts
$130K +$1.25K +15 +1%
Cohen & Steers
156
Cohen & Steers
New York
$116K +$77.1K +933 +199%
HI
157
Harbour Investments
Wisconsin
$113K -$6.55K -79 -5%
MIM
158
MTM Investment Management
South Carolina
$107K – – –
NA
159
NewEdge Advisors
Louisiana
$103K +$81.4K +981 +383%
PTC
160
Private Trust Company
Ohio
$95.5K -$22.1K -267 -19%
SSWM
161
Sheets Smith Wealth Management
North Carolina
$84.9K +$84.9K +1,024 New
GBT
162
Grove Bank & Trust
Florida
$83.2K +$83.2K +1,003 New
PWMG
163
Provence Wealth Management Group
California
$76.3K +$76.3K +920 New
CAL
164
Capital Advisors Ltd
Ohio
$70K -$21.7K -261 -24%
HWA
165
HHM Wealth Advisors
Tennessee
$68.4K – – –
CMP
166
Coston McIsaac & Partners
Maine
$67K – – –
CWC
167
Carolinas Wealth Consulting
North Carolina
$63.3K – – –
PK
168
Pflug Koory
Nebraska
$55.7K -$8.29K -100 -13%
CWM
169
Cranbrook Wealth Management
Michigan
$52.2K -$6.8K -82 -12%
GRP
170
Global Retirement Partners
California
$50.4K +$5.51K +68 +12%
EWM
171
Evermay Wealth Management
Virginia
$49.8K – – –
LWANC
172
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K – – –
CCP
173
Carmel Capital Partners
California
$44.5K +$44.5K +537 New
VF
174
VitalStone Financial
Texas
$42K -$37.7K -462 -47%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$39.4K – – –
5 6
7
8 9