RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

224 hedge funds and large institutions have $1.03B invested in SPDR Dow Jones REIT ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
49
Reduced
75
Closed
21
Calls
–
Puts
$435K
Net Calls
-$435K
Net Calls Change
+$259K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.3M
2
Ameriprise
2
Ameriprise
Minnesota
$13.7M
3
Truist Financial
3
Truist Financial
North Carolina
$36.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.4M
5
Millennium Management
5
Millennium Management
New York
$4.66M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$527K
2
Morgan Stanley
2
Morgan Stanley
New York
$28.9M
3
Northern Trust
3
Northern Trust
Illinois
$213M
4
Wells Fargo
4
Wells Fargo
California
$105M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
176
First Personal Financial Services
North Carolina
$19K – – –
APWM
177
Atlas Private Wealth Management
New York
$18K -$17.9K -190 -50%
LGWM
178
Litman Gregory Wealth Management
California
$18K – – –
SPIA
179
Steward Partners Investment Advisory
New York
$16.9K – – –
RCA
180
Ranch Capital Advisors
Florida
$16K – – –
APWA
181
Atlas Private Wealth Advisors
New Jersey
$15K +$15K +156 New
TI
182
Truehand Inc
New Hampshire
$14K – – –
SWA
183
SOA Wealth Advisors
New York
$13K -$29.9K -333 -70%
M
184
MOTCO
Texas
$13K – – –
SIM
185
Sonora Investment Management
Arizona
$12K – – –
RFA
186
Reilly Financial Advisors
California
$12K +$12K +123 New
JHCP
187
Jackson Hole Capital Partners
Oklahoma
$11K – – –
LFG
188
Larson Financial Group
Missouri
$11K – – –
NFSG
189
Newbridge Financial Services Group
Florida
$11K +$92 +1 +0.8%
AWM
190
Aberdeen Wealth Management
Illinois
$10K – – –
FFA
191
Founders Financial Alliance
North Carolina
$10K – – –
BFC
192
Bedel Financial Consulting
Indiana
$9K – – –
MIM
193
MTM Investment Management
South Carolina
$9K – – –
SCA
194
Stonebridge Capital Advisors
Minnesota
$9K +$9K +100 New
MPCG
195
Matrix Private Capital Group
New York
$8K – – –
TSW
196
Thompson Siegel & Walmsley
Virginia
$8K – – –
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
CIAS
198
Capital Investment Advisory Services
North Carolina
$7K – – –
JCM
199
Jacobi Capital Management
Pennsylvania
$7K – – –
ME
200
McIlrath & Eck
Washington
$7K – – –
6 7
8
9 10