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SPDR Dow Jones REIT ETF
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Overview Fund Activity

221 hedge funds and large institutions have $963M invested in SPDR Dow Jones REIT ETF in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 50 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+20
Holders Change %
+9.95%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
50
Reduced
67
Closed
17
Calls
–
Puts
$694K
Net Calls
-$694K
Net Calls Change
-$879K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$104M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$14.6M
3
CAI
3
Capital Advisors Inc
Oklahoma
$10.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$39.1M
5
AssetMark Inc
5
AssetMark Inc
California
$5.64M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$207M
2
Wells Fargo
2
Wells Fargo
California
$103M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.85M
4
Goldman Sachs
4
Goldman Sachs
New York
$20.9M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
176
Meeder Asset Management
Ohio
$16K +$16K +188 New
SPIA
177
Steward Partners Investment Advisory
New York
$15K – – –
RCA
178
Ranch Capital Advisors
Florida
$15K – – –
TI
179
Truehand Inc
New Hampshire
$13K – – –
M
180
MOTCO
Texas
$12K – – –
SIM
181
Sonora Investment Management
Arizona
$11K – – –
JHCP
182
Jackson Hole Capital Partners
Oklahoma
$10K – – –
LFG
183
Larson Financial Group
Missouri
$10K +$177 +2 +2%
NFSG
184
Newbridge Financial Services Group
Florida
$10K +$424 +5 +4%
AIL
185
AGF Investments LLC
Ontario, Canada
$10K +$2.5K +30 +33%
FFA
186
Founders Financial Alliance
North Carolina
$9K – – –
BFC
187
Bedel Financial Consulting
Indiana
$9K – – –
AWM
188
Aberdeen Wealth Management
Illinois
$9K – – –
CG
189
Cutler Group
California
$9K +$8.18K +100 +1,000%
MIM
190
MTM Investment Management
South Carolina
$9K +$9K +100 New
BFEC
191
Benjamin F. Edwards & Company
Missouri
$9K +$9K +102 New
AF
192
Allworth Financial
California
$8K +$3.34K +38 +72%
FP
193
Financial Perspectives
Minnesota
$7.8K – – –
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
JCM
195
Jacobi Capital Management
Pennsylvania
$7K – – –
ME
196
McIlrath & Eck
Washington
$7K – – –
TSW
197
Thompson Siegel & Walmsley
Virginia
$7K – – –
MPCG
198
Matrix Private Capital Group
New York
$7K – – –
CPFP
199
Clear Perspectives Financial Planning
Ohio
$7K +$7K +78 New
BWM
200
Baystate Wealth Management
Massachusetts
$7K +$7K +83 New
6 7
8
9 10