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SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

233 hedge funds and large institutions have $1.17B invested in SPDR Dow Jones REIT ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
71
Reduced
63
Closed
23
Calls
$808K
Puts
$1.07M
Net Calls
-$262K
Net Calls Change
+$173K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$22.9M
2
Charles Schwab
2
Charles Schwab
California
$138M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.7M
4
Truist Financial
4
Truist Financial
North Carolina
$46.4M
5
IA
5
IFP Advisors
Florida
$5.21M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.93M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$32.1M
3
N
3
Natixis
France
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
201
Bedel Financial Consulting
Indiana
$10K – – –
MIM
202
MTM Investment Management
South Carolina
$10K – – –
FFA
203
Founders Financial Alliance
North Carolina
$10K – – –
CG
204
Cutler Group
California
$10K +$9K +90 +900%
FP
205
Financial Perspectives
Minnesota
$9.44K -$884K -8,430 -99%
TSW
206
Thompson Siegel & Walmsley
Virginia
$9K – – –
CPFP
207
Clear Perspectives Financial Planning
Ohio
$8K – – –
JCM
208
Jacobi Capital Management
Pennsylvania
$8K – – –
ME
209
McIlrath & Eck
Washington
$8K – – –
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
CIAS
211
Capital Investment Advisory Services
North Carolina
$7K – – –
AIL
212
AGF Investments LLC
Ontario, Canada
$6K – – –
PFBT
213
Parkside Financial Bank & Trust
Missouri
$6K – – –
AF
214
Allworth Financial
California
$6K – – –
CFD
215
Creative Financial Designs
Indiana
$5K +$2.84K +25 +132%
LWM
216
Liberty Wealth Management
California
$5K +$5K +51 New
HI
217
Hudock Inc
Pennsylvania
$3K -$281 -3 -9%
EW
218
Evoke Wealth
California
$3K – – –
RIA
219
RPG Investment Advisory
California
$3K – – –
Kayne Anderson Rudnick Investment Management
220
Kayne Anderson Rudnick Investment Management
California
$3K – – –
EWM
221
Endurance Wealth Management
Rhode Island
$2K – – –
RIM
222
Rockbridge Investment Management
New York
$2K – – –
MAM
223
McCarthy Asset Management
California
$2K – – –
IF
224
Ironwood Financial
Arizona
$2K +$783 +9 +64%
RDWM
225
Red Door Wealth Management
Tennessee
$2K +$2K +22 New
7 8
9
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