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State Street SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $621K

4% less funds holding

Funds holding: 255245 (-10)

4.5% less ownership

Funds ownership: 75.37%70.87% (-4.5%)

8% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$93.2M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
245
Holders Change
-10
Holders Change %
-3.92%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
63
Reduced
89
Closed
34
Calls
$1.23M
Puts
$621K
Net Calls
+$613K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
NHT
176
New Hampshire Trust
New Hampshire
$66.8K -$30K -328 -30%
AF
177
Allworth Financial
California
$64K +$60.9K +667 +1,258%
NA
178
Nordwand Advisors
Pennsylvania
$57.8K +$59.5K +651 New
HWA
179
Heritage Wealth Advisors
Virginia
$53.7K
EWM
180
Evermay Wealth Management
Virginia
$53.4K -$13.5K -148 -20%
LWANC
181
Laurel Wealth Advisors (North Carolina)
North Carolina
$50.3K
GRP
182
Global Retirement Partners
California
$48.1K -$11.8K -129 -19%
ACA
183
Atlas Capital Advisors
Wyoming
$38.4K +$274 +3 +0.7%
Cohen & Steers
184
Cohen & Steers
New York
$38K -$4.11K -45 -10%
SPIA
185
Steward Partners Investment Advisory
New York
$36.8K +$17.6K +193 +87%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$35.8K +$31.3K +343 +572%
ASN
187
Advisory Services Network
Georgia
$32.6K +$12.5K +137 +60%
EWA
188
EverSource Wealth Advisors
Alabama
$32K +$5.48K +60 +20%
AA
189
Ancora Advisors
Ohio
$31.8K
MAWCM
190
Mine & Arao Wealth Creation & Management
California
$31.1K +$91 +1 +0.3%
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$30.6K
CFGS
192
Concourse Financial Group Securities
Alabama
$30.6K +$91 +1 +0.3%
BCMIO
193
Beacon Capital Management Inc (Ohio)
Ohio
$29.7K -$91 -1 -0.3%
AF
194
Advisornet Financial
Minnesota
$29.2K
CIAS
195
Capital Investment Advisory Services
North Carolina
$29K +$183 +2 +0.6%
NA
196
NewEdge Advisors
Louisiana
$26.9K -$5.57K -61 -17%
CTB
197
Country Trust Bank
Illinois
$26.4K
AWM
198
Accel Wealth Management
Iowa
$22.7K
SWM
199
Spire Wealth Management
Virginia
$22.4K
RTL
200
Red Tortoise LLC
Georgia
$18.5K