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SPDR Dow Jones REIT ETF
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Overview Fund Activity

278 hedge funds and large institutions have $1.98B invested in SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+24
Holders Change %
+9.45%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
52
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$30.2M
2
Northern Trust
Northern Trust
Illinois
$309M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.93M
4
PPA
Parametric Portfolio Associates
Washington
$88.1M
5
AG
Advisor Group
Arizona
$13.5M

Top Sellers

1
State Street
State Street
Massachusetts
$159M
2
Goldman Sachs
Goldman Sachs
New York
$30.7M
3
CAI
Capital Advisors Inc
Oklahoma
$0
4
AssetMark Inc
AssetMark Inc
California
$48M
5
Ameriprise
Ameriprise
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
176
MUFG Americas
New York
$238K – – –
MWP
177
MYCIO Wealth Partners
Pennsylvania
$233K – – –
BW
178
Bison Wealth
Georgia
$225K +$225K +2,202 New
CC
179
Courier Capital
New York
$224K – – –
SDAM
180
Shulman DeMeo Asset Management
New York
$223K -$29.9K -293 -12%
LSA
181
L & S Advisors
California
$223K -$11.2K -110 -5%
ECG
182
Edge Capital Group
Georgia
$222K +$222K +2,172 New
IAA
183
Independent Advisor Alliance
North Carolina
$217K +$217K +2,122 New
3AM
184
3D Asset Management
Connecticut
$216K -$204 -2 -0.1%
PA
185
PFG Advisors
Arizona
$212K +$212K +2,106 New
BS
186
Boenning & Scattergood
Pennsylvania
$209K +$209K +2,050 New
KFC
187
Klingenstein Fields & Co
New York
$206K – – –
TPA
188
Trivium Point Advisory
Connecticut
$204K -$78.5K -771 -28%
FWM
189
Foresight Wealth Management
Utah
$202K -$150K -1,472 -43%
NFG
190
Next Financial Group
Texas
$180K -$9.17K -90 -5%
FMTCOCP
191
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$168K – – –
Citigroup
192
Citigroup
New York
$127K -$22.4K -220 -15%
GRP
193
Global Retirement Partners
California
$125K +$94.6K +924 +311%
CFFP
194
Center for Financial Planning
Michigan
$122K +$122K +1,200 New
LWANC
195
Laurel Wealth Advisors (North Carolina)
North Carolina
$111K – – –
MMG
196
Monetary Management Group
Missouri
$102K – – –
CC
197
Cassaday & Co
Virginia
$100K – – –
MCWS
198
McKinley Carter Wealth Services
West Virginia
$99K +$99K +974 New
OIA
199
Optimum Investment Advisors
Illinois
$97K -$14.8K -145 -13%
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$27.6K +271 +42%
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8
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