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SPDR Dow Jones REIT ETF
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Overview Fund Activity

246 hedge funds and large institutions have $2B invested in SPDR Dow Jones REIT ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+31
Holders Change %
+14.42%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
60
Increased
60
Reduced
74
Closed
27
Calls
$464K
Puts
$379K
Net Calls
+$85K
Net Calls Change
+$85K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
2
CSIA
Charles Schwab Investment Advisory
California
+$103M
3
BL
Balentine LLC
Georgia
+$69.6M
4
PPA
Parametric Portfolio Associates
Washington
+$44.6M
5
Bank of America
Bank of America
North Carolina
+$14.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$16.6M
2
Wells Fargo
Wells Fargo
California
-$15.7M
3
CAI
Capital Advisors Inc
Oklahoma
-$13M
4
Ameriprise
Ameriprise
Minnesota
-$8.05M
5
PI
PFS Investments
Georgia
-$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
176
Cassaday & Co
Virginia
$85K – – –
IA
177
IFP Advisors
Florida
$74K +$8.27K +96 +13%
FA
178
Fortis Advisors
Pennsylvania
$71K +$943 +11 +1%
CFG
179
Citizens Financial Group
Rhode Island
$69K – – –
WAM
180
Wealthspire Advisors (Maryland)
Maryland
$61K +$775 +9 +1%
SWA
181
Sutton Wealth Advisors
Florida
$60.1K – – –
ESB
182
Essex Savings Bank
Connecticut
$54K +$54K +627 New
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$53K – – –
HWA
184
Heritage Wealth Advisors
Virginia
$52K – – –
FIB
185
First Interstate Bank
Montana
$52K – – –
CFGS
186
Concourse Financial Group Securities
Alabama
$50K +$6.07K +71 +14%
OC
187
Oakworth Capital
Alabama
$49K – – –
BCMIO
188
Beacon Capital Management Inc (Ohio)
Ohio
$48K -$7.83K -91 -14%
S
189
SignatureFD
Georgia
$48K +$11.1K +129 +30%
CFA
190
Carroll Financial Associates
North Carolina
$41K – – –
CAL
191
Capital Analysts LLC
Pennsylvania
$41K +$41K +475 New
PCG
192
Private Capital Group
Connecticut
$35K +$35K +406 New
WC
193
Whitnell & Co
Illinois
$34K +$7.83K +90 +30%
DBT
194
Dubuque Bank & Trust
Iowa
$33K – – –
WPA
195
West Paces Advisors
Georgia
$32.3K – – –
DSC
196
Duncker Streett & Co
Missouri
$30K – – –
GRP
197
Global Retirement Partners
California
$29K -$37.6K -440 -56%
Bessemer Group
198
Bessemer Group
New Jersey
$29K +$29K +334 New
JFGIW
199
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K -$5.86K -68 -17%
ASN
200
Advisory Services Network
Georgia
$28K – – –
6 7
8
9 10