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SPDR Dow Jones REIT ETF
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Overview Fund Activity

233 hedge funds and large institutions have $1.17B invested in SPDR Dow Jones REIT ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
71
Reduced
63
Closed
23
Calls
$808K
Puts
$1.07M
Net Calls
-$262K
Net Calls Change
+$173K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$22.9M
2
Charles Schwab
2
Charles Schwab
California
$138M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.7M
4
Truist Financial
4
Truist Financial
North Carolina
$46.4M
5
IA
5
IFP Advisors
Florida
$5.21M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.93M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$32.1M
3
N
3
Natixis
France
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
176
Duncker Streett & Co
Missouri
$37K – – –
SWM
177
Spire Wealth Management
Virginia
$36K – – –
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$35K +$2.6K +25 +8%
CFA
179
Carroll Financial Associates
North Carolina
$34K – – –
CFFP
180
Center for Financial Planning
Michigan
$31K – – –
CTB
181
Country Trust Bank
Illinois
$31K – – –
ASN
182
Advisory Services Network
Georgia
$31K +$31K +300 New
ADL
183
Asset Dedication LLC
California
$29K +$29K +279 New
MAWCM
184
Mine & Arao Wealth Creation & Management
California
$27K +$105 +1 +0.4%
APC
185
Aspire Private Capital
North Carolina
$23K -$1.33M -12,914 -98%
ACA
186
Aptus Capital Advisors
Alabama
$23K +$23K +248 New
FPFS
187
First Personal Financial Services
North Carolina
$21K – – –
MPCG
188
Matrix Private Capital Group
New York
$21K +$12.6K +120 +150%
SPIA
189
Steward Partners Investment Advisory
New York
$19K – – –
SCA
190
Stonebridge Capital Advisors
Minnesota
$19K +$9.5K +100 +100%
CAL
191
Capital Analysts LLC
Pennsylvania
$17K -$6.18K -60 -27%
BFEC
192
Benjamin F. Edwards & Company
Missouri
$16K -$7.68K -73 -32%
RCA
193
Ranch Capital Advisors
Florida
$16K -$2.15K -21 -12%
SWA
194
SOA Wealth Advisors
New York
$16K +$1.68K +17 +12%
TI
195
Truehand Inc
New Hampshire
$15K – – –
M
196
MOTCO
Texas
$14K – – –
WQ
197
Wealth Quarterback
New Jersey
$13K +$13K +116 New
NFSG
198
Newbridge Financial Services Group
Florida
$12K -$205 -2 -2%
JHCP
199
Jackson Hole Capital Partners
Oklahoma
$12K – – –
LFG
200
Larson Financial Group
Missouri
$12K +$105 +1 +0.9%
6 7
8
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