RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

259 hedge funds and large institutions have $1.23B invested in SPDR Dow Jones REIT ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
36
Increased
81
Reduced
63
Closed
26
Calls
$89K
Puts
$1.83M
Net Calls
-$1.74M
Net Calls Change
-$154K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$250M
2
Northern Trust
2
Northern Trust
Illinois
$312M
3
NHFG
3
New Harbor Financial Group
Massachusetts
$10.6M
4
FFO
4
Fiduciary Family Office
Florida
$10.6M
5
QC
5
Quadrature Capital
United Kingdom
$6.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.5M
2
Millennium Management
2
Millennium Management
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.94M
4
CAI
4
Capital Advisors Inc
Oklahoma
$0
5
LPL Financial
5
LPL Financial
California
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
176
Aptus Capital Advisors
Alabama
$152K – – –
MCM
177
MAI Capital Management
Ohio
$143K +$143K +1,449 New
PTC
178
Private Trust Company
Ohio
$141K -$1.78K -18 -1%
MIM
179
MTM Investment Management
South Carolina
$128K – – –
PS
180
Principal Securities
Iowa
$122K +$48.1K +486 +65%
GRP
181
Global Retirement Partners
California
$112K +$17.5K +177 +18%
BA
182
Bellwether Advisors
Nebraska
$110K +$110K +1,109 New
RFS
183
Richardson Financial Services
Massachusetts
$99.8K -$5.48K -56 -5%
TPCW
184
TD Private Client Wealth
New York
$98K – – –
Bessemer Group
185
Bessemer Group
New Jersey
$92K – – –
HWA
186
HHM Wealth Advisors
Tennessee
$81.6K – – –
CMP
187
Coston McIsaac & Partners
Maine
$80K – – –
CWC
188
Carolinas Wealth Consulting
North Carolina
$79.1K – – –
Citigroup
189
Citigroup
New York
$71.7K -$54.7K -553 -43%
VWM
190
Vermillion Wealth Management
Minnesota
$61K +$61K +617 New
EWM
191
Evermay Wealth Management
Virginia
$59.4K – – –
HI
192
Harbour Investments
Wisconsin
$57.1K -$12.3K -124 -18%
Jones Financial Companies
193
Jones Financial Companies
Missouri
$51.2K +$34.3K +347 +203%
LWANC
194
Laurel Wealth Advisors (North Carolina)
North Carolina
$46.2K -$9.89K -100 -18%
GWP
195
Gen-Wealth Partners
Michigan
$44K – – –
SPIA
196
Steward Partners Investment Advisory
New York
$43.9K – – –
ACA
197
Atlas Capital Advisors
Wyoming
$42.5K – – –
AWM
198
AE Wealth Management
Kansas
$36.6K +$36.6K +371 New
AA
199
Ancora Advisors
Ohio
$35.4K – – –
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$34.1K – – –
6 7
8
9 10