RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

218 hedge funds and large institutions have $1.07B invested in SPDR Dow Jones REIT ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 97 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-60
Holders Change %
-21.58%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
50
Reduced
97
Closed
70
Calls
$744K
Puts
$662K
Net Calls
+$82K
Net Calls Change
-$155K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$80.5M
2
Northern Trust
2
Northern Trust
Illinois
$241M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4M
4
M&T Bank
4
M&T Bank
New York
$5.11M
5
PAG
5
Private Advisor Group
New Jersey
$4.35M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BL
2
Balentine LLC
Georgia
$39K
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.4M
5
State Street
5
State Street
Massachusetts
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
201
Certified Advisory Corp
Florida
$5K – – –
JCM
202
Jacobi Capital Management
Pennsylvania
$5K – – –
FWM
203
FSA Wealth Management
Massachusetts
$5K – – –
AF
204
Allworth Financial
California
$4K – – –
PFBT
205
Parkside Financial Bank & Trust
Missouri
$4K – – –
HPC
206
HM Payson & Co
Maine
$3K +$3K +44 New
TF
207
Tompkins Financial
New York
$3K +$3K +47 New
EW
208
Evoke Wealth
California
$2.09K +$2.09K +29 New
EWM
209
Endurance Wealth Management
Rhode Island
$2K – – –
MCM
210
McMillion Capital Management
North Carolina
$2K – – –
LAS
211
Lloyd Advisory Services
Georgia
$1K -$15K -105 -94%
GTAM
212
Global Trust Asset Management
Florida
$1K – – –
MCM
213
MV Capital Management
Maryland
$1K – – –
GWMIA
214
Global Wealth Management Investment Advisory
Florida
$1K – – –
CIAS
215
Capital Investment Advisory Services
North Carolina
$1K – – –
MF
216
Manchester Financial
California
$1K +$333 +3 +50%
CSIA
217
Charles Schwab Investment Advisory
California
– -$183M -1,791,368 Closed
PPA
218
Parametric Portfolio Associates
Washington
– -$88.1M -863,845 Closed
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
– -$6.93M -67,956 Closed
TRCT
220
Tower Research Capital (TRC)
New York
– -$6.6M -64,697 Closed
Prudential Financial
221
Prudential Financial
New Jersey
– -$6.28M -61,524 Closed
Citadel Advisors
222
Citadel Advisors
Florida
– -$2.26M -22,162 Closed
IAN
223
Integrated Advisors Network
Texas
– -$1.65M -16,170 Closed
CF
224
Centaurus Financial
California
– -$1.15M -11,246 Closed
GB
225
Gunma Bank
Japan
– -$1.02M -10,000 Closed
7 8
9
10 11