RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

224 hedge funds and large institutions have $1.03B invested in SPDR Dow Jones REIT ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
49
Reduced
75
Closed
21
Calls
–
Puts
$435K
Net Calls
-$435K
Net Calls Change
+$259K

Top Buyers

1
LPL Financial
LPL Financial
California
$18.3M
2
Ameriprise
Ameriprise
Minnesota
$13.7M
3
Truist Financial
Truist Financial
North Carolina
$36.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$37.4M
5
Millennium Management
Millennium Management
New York
$4.66M

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
$527K
2
Morgan Stanley
Morgan Stanley
New York
$28.9M
3
Northern Trust
Northern Trust
Illinois
$213M
4
Wells Fargo
Wells Fargo
California
$105M
5
HWA
Heartwood Wealth Advisors
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPFP
201
Clear Perspectives Financial Planning
Ohio
$7K – – –
AIL
202
AGF Investments LLC
Ontario, Canada
$6K -$6.2K -61 -51%
PFBT
203
Parkside Financial Bank & Trust
Missouri
$6K – – –
IAIM
204
International Assets Investment Management
Florida
$6K +$3K +35 +100%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$6K +$6K +59 New
SFS
206
Sowell Financial Services
Arkansas
$5K -$190K -1,866 -97%
AF
207
Allworth Financial
California
$5K -$3.59K -38 -42%
William Blair & Company
208
William Blair & Company
Illinois
$3K -$153K -1,678 -98%
HI
209
Hudock Inc
Pennsylvania
$3K – – –
FHA
210
First Horizon Advisors
Tennessee
$3K – – –
RIA
211
RPG Investment Advisory
California
$3K – – –
EW
212
Evoke Wealth
California
$3K – – –
Kayne Anderson Rudnick Investment Management
213
Kayne Anderson Rudnick Investment Management
California
$3K +$3K +30 New
CFD
214
Creative Financial Designs
Indiana
$2K -$95.9K -911 -98%
MAM
215
McCarthy Asset Management
California
$2K – – –
EWM
216
Endurance Wealth Management
Rhode Island
$2K – – –
RIM
217
Rockbridge Investment Management
New York
$2K – – –
IF
218
Ironwood Financial
Arizona
$1K – – –
RG
219
Retirement Group
California
$1K – – –
MCM
220
MV Capital Management
Maryland
$1K – – –
GTAM
221
Global Trust Asset Management
Florida
$1K – – –
CI
222
CX Institutional
Indiana
$1K – – –
HWA
223
Heartwood Wealth Advisors
Virginia
– -$4.99M -57,530 Closed
TEE
224
Tibra Equities Europe
United Kingdom
– -$4.13M -47,597 Closed
SG Americas Securities
225
SG Americas Securities
New York
– -$3.18M -36,641 Closed
6 7 8
9
10