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SPDR Dow Jones REIT ETF

246 hedge funds and large institutions have $1.01B invested in SPDR Dow Jones REIT ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-20
Holders Change %
-7.52%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
70
Reduced
84
Closed
36
Calls
$848K
Puts
$1.45M
Net Calls
-$603K
Net Calls Change
-$279K
Name Holding Trade Value Shares
Change
Shares
Change %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$233K
Cerity Partners
152
Cerity Partners
New York
$227K -$1.18M -12,534 -84%
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$226K
TIAA Trust, National Association
154
TIAA Trust, National Association
North Carolina
$213K +$6.69K +71 +3%
RPC
155
Rossmore Private Capital
Connecticut
$212K
GFS
156
GYL Financial Synergies
Connecticut
$212K
HNB
157
Huntington National Bank
Ohio
$211K -$215K
CWM
158
Collaborative Wealth Management
Florida
$210K +$188 +2 +0.1%
CB
159
Commerce Bank
Missouri
$205K +$205K +2,172 New
BF
160
BOK Financial
Oklahoma
$204K
FSA
161
Financial Services Advisory
Maryland
$203K +$203K +2,155 New
APP
162
Avantax Planning Partners
Iowa
$203K
S
163
Sachetta
Massachusetts
$193K
CT
164
Cambridge Trust
Massachusetts
$183K
VWM
165
Venturi Wealth Management
Texas
$179K
WTC
166
WhitTier Trust Company
Nevada
$169K -$100K -1,066 -37%
SFCL
167
Strengthening Families & Communities LLC
Massachusetts
$150K +$848 +9 +0.6%
NA
168
NewEdge Advisors
Louisiana
$143K +$5.18K +55 +4%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$141K +$22.3K +237 +19%
PTC
170
Private Trust Company
Ohio
$136K
MIM
171
MTM Investment Management
South Carolina
$122K
TPCW
172
TD Private Client Wealth
New York
$103K +$1.89K +20 +2%
RFS
173
Richardson Financial Services
Massachusetts
$99.2K +$566 +6 +0.6%
GBT
174
Grove Bank & Trust
Florida
$94.5K
HWA
175
HHM Wealth Advisors
Tennessee
$77.8K