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SPDR Dow Jones REIT ETF
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Overview Fund Activity

214 hedge funds and large institutions have $931M invested in SPDR Dow Jones REIT ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
39
Reduced
94
Closed
29
Calls
$780K
Puts
$640K
Net Calls
+$140K
Net Calls Change
+$58K

Top Buyers

1
AGM
1
Alpine Global Management
New York
$10.1M
2
N
2
Natixis
France
$4.67M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.46M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.86M
5
Goldman Sachs
5
Goldman Sachs
New York
$24M

Top Sellers

1
State Street
1
State Street
Massachusetts
$37.1M
2
Northern Trust
2
Northern Trust
Illinois
$229M
3
Charles Schwab
3
Charles Schwab
California
$56.6M
4
Wells Fargo
4
Wells Fargo
California
$114M
5
AssetMark Inc
5
AssetMark Inc
California
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
201
Endurance Wealth Management
Rhode Island
$2K – – –
EW
202
Evoke Wealth
California
$2K – – –
SFS
203
Sowell Financial Services
Arkansas
$1K -$13.7K -206 -93%
GWMIA
204
Global Wealth Management Investment Advisory
Florida
$1K – – –
MF
205
Manchester Financial
California
$1K – – –
MCM
206
MV Capital Management
Maryland
$1K – – –
GTAM
207
Global Trust Asset Management
Florida
$1K +$91 +1 +10%
RG
208
Retirement Group
California
$1K +$1K +14 New
IF
209
Ironwood Financial
Arizona
$1K +$1K +14 New
CL
210
Cabana LLC
Arkansas
$1K +$1K +15 New
RIM
211
Rockbridge Investment Management
New York
$1K +$1K +16 New
TF
212
TIAA FSB
Florida
– -$1.98M -27,465 Closed
GFS
213
GYL Financial Synergies
Connecticut
– -$1.32M -18,334 Closed
AWM
214
Aprio Wealth Management
Georgia
– -$1.19M -16,424 Closed
AIFAIM
215
American Institute for Advanced Investment Management
Arizona
– -$592K -8,205 Closed
ACP
216
Aveo Capital Partners
Colorado
– -$575K -7,966 Closed
FHC
217
First Heartland Consultants
Missouri
– -$411K -5,687 Closed
AL
218
Aspiriant LLC
California
– -$339K -4,700 Closed
CAG
219
Csenge Advisory Group
Florida
– -$330K -4,576 Closed
SS
220
Simplicity Solutions
Minnesota
– -$307K -4,255 Closed
IA
221
IFG Advisory
Georgia
– -$248K -3,438 Closed
MG
222
Mather Group
Illinois
– -$243K -3,370 Closed
EWM
223
Evermay Wealth Management
Virginia
– -$227K -3,141 Closed
CPIG
224
Chicago Partners Investment Group
Illinois
– -$215K -2,787 Closed
BL
225
Balentine LLC
Georgia
– -$39K -542 Closed
6 7 8
9
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