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SPDR Dow Jones REIT ETF

241 hedge funds and large institutions have $1.09B invested in SPDR Dow Jones REIT ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-25
Holders Change %
-9.4%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
11
Increased
58
Reduced
90
Closed
34
Calls
Puts
$455K
Net Calls
-$455K
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
176
Evermay Wealth Management
Virginia
$67K
GRP
177
Global Retirement Partners
California
$56K -$6.18K -70 -10%
HWA
178
Heritage Wealth Advisors
Virginia
$51K
LWANC
179
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K
OC
180
Oakworth Capital
Alabama
$42K
ACA
181
Atlas Capital Advisors
Wyoming
$36.2K
AssetMark Inc
182
AssetMark Inc
California
$34K -$304K -3,555 -90%
LWP
183
Laurel Wealth Planning
Minnesota
$34K
BCMIO
184
Beacon Capital Management Inc (Ohio)
Ohio
$30K
AA
185
Ancora Advisors
Ohio
$30K
MAWCM
186
Mine & Arao Wealth Creation & Management
California
$29K -$2.34K -28 -7%
CFGS
187
Concourse Financial Group Securities
Alabama
$29K
FMII
188
Farmers & Merchants Investments Inc
Nebraska
$29K
OIA
189
Optimum Investment Advisors
Illinois
$25K
CTB
190
Country Trust Bank
Illinois
$25K
Cohen & Steers
191
Cohen & Steers
New York
$22K -$441K -5,333 -95%
AWM
192
Accel Wealth Management
Iowa
$22K
SWM
193
Spire Wealth Management
Virginia
$21K
SPIA
194
Steward Partners Investment Advisory
New York
$20K -$20.5K -240 -51%
HIA
195
Harbor Investment Advisory
Maryland
$17K
FPFS
196
First Personal Financial Services
North Carolina
$17K
MPCG
197
Matrix Private Capital Group
New York
$17K
DSC
198
Duncker Streett & Co
Missouri
$17K
CFFP
199
Center for Financial Planning
Michigan
$16K -$9.26K -110 -37%
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K +$15K +175 New