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SPDR Dow Jones REIT ETF
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Overview Fund Activity

259 hedge funds and large institutions have $1.23B invested in SPDR Dow Jones REIT ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
36
Increased
81
Reduced
63
Closed
26
Calls
$89K
Puts
$1.83M
Net Calls
-$1.74M
Net Calls Change
-$154K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$250M
2
Northern Trust
Northern Trust
Illinois
$312M
3
FFO
Fiduciary Family Office
Florida
$10.6M
4
NHFG
New Harbor Financial Group
Massachusetts
$10.6M
5
QC
Quadrature Capital
United Kingdom
$6.73M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$34.5M
2
Millennium Management
Millennium Management
New York
$0
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.94M
4
CAI
Capital Advisors Inc
Oklahoma
$0
5
LPL Financial
LPL Financial
California
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
151
Curran Financial Partners
South Carolina
$250K +$1.58K +16 +0.6%
MFGP
152
Marshall Financial Group (Pennsylvania)
Pennsylvania
$250K +$395 +4 +0.2%
IA
153
IFG Advisory
Georgia
$250K +$250K +2,527 New
B
154
Bensler
Washington
$248K -$19.9K -201 -7%
APW
155
Austin Private Wealth
Texas
$245K +$2.87K +29 +1%
ATPW
156
Ashton Thomas Private Wealth
Arizona
$244K – – –
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$237K – – –
ES
158
Eagle Strategies
New York
$230K -$38.4K -388 -14%
Principal Financial Group
159
Principal Financial Group
Iowa
$225K +$225K +2,274 New
MW
160
Marcum Wealth
Ohio
$223K +$223K +2,252 New
RPC
161
Rossmore Private Capital
Connecticut
$222K – – –
EB
162
Eastern Bank
Massachusetts
$220K – – –
CWM
163
Collaborative Wealth Management
Florida
$216K – – –
IWC
164
Integrated Wealth Concepts
Massachusetts
$212K -$146K -1,480 -41%
TIAA Trust, National Association
165
TIAA Trust, National Association
North Carolina
$210K -$8.59K -87 -4%
FSA
166
Financial Services Advisory
Maryland
$206K -$7.61K -77 -4%
BBA
167
BLB&B Advisors
Pennsylvania
$205K – – –
HNB
168
Huntington National Bank
Ohio
$189K -$204K – –
VWM
169
Venturi Wealth Management
Texas
$188K – – –
BF
170
BOK Financial
Oklahoma
$186K -$13.3K -140 -7%
S
171
Sachetta
Massachusetts
$180K -$7.02K -71 -4%
WTC
172
WhitTier Trust Company
Nevada
$177K – – –
BA
173
Bristlecone Advisors
Washington
$174K – – –
FPB
174
First PREMIER Bank
South Dakota
$165K – – –
SFCL
175
Strengthening Families & Communities LLC
Massachusetts
$162K +$2.37K +24 +1%
5 6
7
8 9