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SPDR Dow Jones REIT ETF
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Overview Fund Activity

255 hedge funds and large institutions have $1.28B invested in SPDR Dow Jones REIT ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 19 closing their positions.

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
72
Reduced
78
Closed
19
Calls
$1.55M
Puts
$3.13M
Net Calls
-$1.59M
Net Calls Change
+$481K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$79.8M
3
Northern Trust
3
Northern Trust
Illinois
$306M
4
Ameriprise
4
Ameriprise
Minnesota
$25.2M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$18.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.82M
2
Wells Fargo
2
Wells Fargo
California
$54.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29M
4
MSA
4
Mason Street Advisors
Wisconsin
$36M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
151
Convergence Financial
Missouri
$238K -$747 -7 -0.3%
EB
152
Eastern Bank
Massachusetts
$237K +$237K +2,225 New
TIAA Trust, National Association
153
TIAA Trust, National Association
North Carolina
$236K -$5.44K -51 -2%
CFB
154
Cullen/Frost Bankers
Texas
$236K – – –
CWM
155
Collaborative Wealth Management
Florida
$234K -$4.8K -45 -2%
FSA
156
Financial Services Advisory
Maryland
$230K – – –
DTL
157
Dynamic Technology Lab
Singapore
$225K +$225K +2,110 New
GFS
158
GYL Financial Synergies
Connecticut
$223K -$11.7K -110 -5%
CCFM
159
Clear Creek Financial Management
Washington
$221K +$221K +2,075 New
BBA
160
BLB&B Advisors
Pennsylvania
$221K +$221K +2,072 New
BF
161
BOK Financial
Oklahoma
$219K -$10.5K -100 -5%
PTC
162
Philadelphia Trust Company
Pennsylvania
$216K +$216K +2,023 New
KFC
163
Klingenstein Fields & Co
New York
$215K +$215K +2,015 New
SP
164
Stablepoint Partners
Massachusetts
$213K +$213K +2,000 New
WPWM
165
Windward Private Wealth Management
Kansas
$209K -$102K -954 -33%
ACG
166
Allen Capital Group
Nebraska
$207K +$207K +1,935 New
Fidelity Investments
167
Fidelity Investments
Massachusetts
$204K -$76K -712 -27%
HNB
168
Huntington National Bank
Ohio
$204K -$224K – –
VWM
169
Venturi Wealth Management
Texas
$203K – – –
CTA
170
Chesley Taft & Associates
Illinois
$203K +$203K +1,900 New
S
171
Sachetta
Massachusetts
$201K -$3.1K -29 -2%
WTC
172
WhitTier Trust Company
Nevada
$191K – – –
BA
173
Bristlecone Advisors
Washington
$188K – – –
FPB
174
First PREMIER Bank
South Dakota
$178K +$178K +1,666 New
SFCL
175
Strengthening Families & Communities LLC
Massachusetts
$173K +$1.39K +13 +0.8%
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7
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