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SPDR Dow Jones REIT ETF
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Overview Fund Activity

246 hedge funds and large institutions have $2B invested in SPDR Dow Jones REIT ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+31
Holders Change %
+14.42%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
60
Increased
60
Reduced
74
Closed
27
Calls
$464K
Puts
$379K
Net Calls
+$85K
Net Calls Change
+$85K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
2
CSIA
Charles Schwab Investment Advisory
California
+$103M
3
BL
Balentine LLC
Georgia
+$69.6M
4
PPA
Parametric Portfolio Associates
Washington
+$44.6M
5
Bank of America
Bank of America
North Carolina
+$14.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$16.6M
2
Wells Fargo
Wells Fargo
California
-$15.7M
3
CAI
Capital Advisors Inc
Oklahoma
-$13M
4
Ameriprise
Ameriprise
Minnesota
-$8.05M
5
PI
PFS Investments
Georgia
-$6.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
Flagship Harbor Advisors
Massachusetts
$26K +$86 +1 +0.3%
AF
202
Advisornet Financial
Minnesota
$26K +$5.87K +67 +29%
MRCM
203
M&R Capital Management
New Jersey
$25K – – –
DWM
204
Doyle Wealth Management
Florida
$25K +$25K +293 New
LFG
205
LifePlan Financial Group
Ohio
$23K – – –
JIR
206
James Investment Research
Ohio
$22K – – –
CAM
207
Cresset Asset Management
Illinois
$22K +$22K +253 New
AIM
208
Advantage Investment Management
Iowa
$21K -$16.3K -188 -44%
SF
209
Synovus Financial
Georgia
$21K +$171 +2 +0.8%
IFAM
210
Institutional & Family Asset Management
Colorado
$20K +$20K +234 New
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
UBS AM
212
UBS AM
Illinois
$17.3K – – –
CG
213
Cutler Group
California
$17K +$17K +200 New
CIM
214
Contravisory Investment Management
Massachusetts
$16K +$16K +183 New
EWA
215
ERTS Wealth Advisors
Michigan
$14K +$14K +161 New
WDL
216
Well Done LLC
Michigan
$13K +$13K +152 New
CC
217
Claybrook Capital
Massachusetts
$13K +$13K +152 New
M
218
MOTCO
Texas
$12K – – –
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$11K – – –
William Blair & Company
220
William Blair & Company
Illinois
$10K -$63.9K -760 -86%
LFG
221
Larson Financial Group
Missouri
$9K +$9K +105 New
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$8.6K – – –
VFA
223
Valeo Financial Advisors
Indiana
$8K – – –
TSW
224
Thompson Siegel & Walmsley
Virginia
$7K – – –
WP
225
WealthShield Partners
North Carolina
$7K – – –
7 8
9
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