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SPDR Dow Jones REIT ETF
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Overview Fund Activity

266 hedge funds and large institutions have $1.06B invested in SPDR Dow Jones REIT ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+30
Holders Change %
+12.71%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
76
Reduced
80
Closed
17
Calls
$229K
Puts
$553K
Net Calls
-$324K
Net Calls Change
-$1.22M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Northern Trust
2
Northern Trust
Illinois
$258M
3
BlackRock
3
BlackRock
New York
$22.4M
4
CAI
4
Capital Advisors Inc
Oklahoma
$8.39M
5
UBS Group
5
UBS Group
Switzerland
$8.33M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$863K
3
N
3
Natixis
France
$95
4
Wells Fargo
4
Wells Fargo
California
$69.9M
5
CA
5
Clearstead Advisors
Ohio
$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
151
Curran Financial Partners
South Carolina
$247K -$14.5K -158 -6%
Millennium Management
152
Millennium Management
New York
$241K +$241K +2,532 New
MFGP
153
Marshall Financial Group (Pennsylvania)
Pennsylvania
$240K +$381 +4 +0.2%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$235K – – –
D.E. Shaw & Co
155
D.E. Shaw & Co
New York
$229K +$229K +2,403 New
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$229K +$229K +2,400 New
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$216K +$32.8K +344 +18%
HNB
158
Huntington National Bank
Ohio
$215K -$268K – –
RPC
159
Rossmore Private Capital
Connecticut
$214K +$214K +2,245 New
GFS
160
GYL Financial Synergies
Connecticut
$214K +$214K +2,245 New
CWM
161
Collaborative Wealth Management
Florida
$213K +$213K +2,231 New
BF
162
BOK Financial
Oklahoma
$210K – – –
TIAA Trust, National Association
163
TIAA Trust, National Association
North Carolina
$209K +$209K +2,194 New
APP
164
Avantax Planning Partners
Iowa
$205K -$1.78M -18,663 -90%
HWA
165
Heartwood Wealth Advisors
Virginia
$205K +$205K +2,150 New
S
166
Sachetta
Massachusetts
$193K +$193K +2,029 New
CT
167
Cambridge Trust
Massachusetts
$185K – – –
VWM
168
Venturi Wealth Management
Texas
$181K – – –
SFCL
169
Strengthening Families & Communities LLC
Massachusetts
$151K +$2K +21 +1%
NA
170
NewEdge Advisors
Louisiana
$140K +$21.6K +227 +18%
PTC
171
Private Trust Company
Ohio
$137K +$27.6K +290 +25%
HI
172
Harbour Investments
Wisconsin
$130K +$286 +3 +0.2%
MIM
173
MTM Investment Management
South Carolina
$123K – – –
Fidelity Investments
174
Fidelity Investments
Massachusetts
$120K -$44.9K -471 -27%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$112K -$4.7M -49,273 -98%
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