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SPDR Dow Jones REIT ETF
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Overview Fund Activity

185 hedge funds and large institutions have $2.16B invested in SPDR Dow Jones REIT ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
5.17%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.22%
New
26
Increased
43
Reduced
72
Closed
15
Calls
$525K
Puts
$2.61M
Net Calls
-$2.09M
Net Calls Change
-$2.21M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$202M
2
Northern Trust
2
Northern Trust
Illinois
$284M
3
TCT
3
TIAA CREF Trust
Missouri
$219M
4
Bank of America
4
Bank of America
North Carolina
$175M
5
Creative Planning
5
Creative Planning
Kansas
$29.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$73.5M
2
BL
2
Balentine LLC
Georgia
$43.8M
3
PPA
3
Parametric Portfolio Associates
Washington
$40.2M
4
CAM
4
Congress Asset Management
Massachusetts
$0
5
VA
5
Valmark Advisers
Ohio
$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
176
Wealthfront
California
$6K +$6K +72 New
TWA
177
TCI Wealth Advisors
Arizona
$5K -$10.1K -125 -67%
MSFP
178
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
RFA
179
Reilly Financial Advisors
California
$5K +$5K +54 New
PFBT
180
Parkside Financial Bank & Trust
Missouri
$5K +$5K +60 New
PVH
181
Psagot Value Holdings
Israel
$4K – – –
NMIS
182
Northwestern Mutual Investment Services
Wisconsin
$4K +$4K +49 New
CTC
183
Central Trust Company
Missouri
$3K – – –
HNB
184
Huntington National Bank
Ohio
$2K – – –
MCM
185
MV Capital Management
Maryland
$2K – – –
CAM
186
Congress Asset Management
Massachusetts
– -$6.37M -75,428 Closed
SG Americas Securities
187
SG Americas Securities
New York
– -$1.23M -14,558 Closed
CIM
188
Contravisory Investment Management
Massachusetts
– -$543K -6,433 Closed
FCBT
189
First Citizens Bank & Trust
North Carolina
– -$301K -3,570 Closed
DIP
190
DT Investment Partners
Pennsylvania
– -$214K -2,538 Closed
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
– -$207K -2,455 Closed
OCAM
192
Onex Canada Asset Management
Ontario, Canada
– -$230K -2,185 Closed
Walleye Trading
193
Walleye Trading
New York
– -$172K -2,043 Closed
WCM
194
Wealthcare Capital Management
Virginia
– -$45K -535 Closed
WAS
195
Winch Advisory Services
Wisconsin
– -$30K -355 Closed
TCOV
196
Trust Company of Vermont
Vermont
– -$25K -300 Closed
S
197
SignatureFD
Georgia
– -$21K -249 Closed
BRWM
198
B. Riley Wealth Management
Tennessee
– -$16K -200 Closed
Axa
199
Axa
France
– -$15K -181 Closed
SSB
200
Sandy Spring Bank
Maryland
– -$2K -18 Closed
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