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SPDR Dow Jones REIT ETF
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Overview Fund Activity

241 hedge funds and large institutions have $1.09B invested in SPDR Dow Jones REIT ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-25
Holders Change %
-9.4%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
11
Increased
58
Reduced
90
Closed
34
Calls
–
Puts
$455K
Net Calls
-$455K
Net Calls Change
-$693K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$60.2M
2
CI
2
CX Institutional
Indiana
$8.19M
3
Charles Schwab
3
Charles Schwab
California
$118M
4
TRCT
4
Tower Research Capital (TRC)
New York
$5.44M
5
CCM
5
Consolidated Capital Management
California
$6.26M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$215M
2
LPL Financial
2
LPL Financial
California
$10.6M
3
State Street
3
State Street
Massachusetts
$16.2M
4
UBS Group
4
UBS Group
Switzerland
$2.9M
5
Wells Fargo
5
Wells Fargo
California
$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
201
MOTCO
Texas
$12K – – –
SWA
202
SOA Wealth Advisors
New York
$12K – – –
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$11.4K +$9.96K +105,650 +679%
RIA
204
Realta Investment Advisors
Delaware
$11K +$11K +134 New
FFA
205
Founders Financial Alliance
North Carolina
$10K -$20.8K -246 -68%
RCM
206
Raleigh Capital Management
North Carolina
$10K -$5.52K -64 -36%
JHCP
207
Jackson Hole Capital Partners
Oklahoma
$10K – – –
LFG
208
Larson Financial Group
Missouri
$10K +$85 +1 +0.9%
AWM
209
Aberdeen Wealth Management
Illinois
$9K – – –
AIL
210
AGF Investments LLC
Ontario, Canada
$9K +$1.35K +16 +18%
SSB
211
Sandy Spring Bank
Maryland
$8K -$14.1K -175 -64%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$8K -$5.77K -70 -42%
BTI
213
Blue Trust Inc
Georgia
$8K – – –
FP
214
Financial Perspectives
Minnesota
$7.58K – – –
FMP
215
Financial Management Professionals
Texas
$7K -$95.7K -1,162 -93%
CPFP
216
Clear Perspectives Financial Planning
Ohio
$7K – – –
TSW
217
Thompson Siegel & Walmsley
Virginia
$7K – – –
EWM
218
EPG Wealth Management
Georgia
$7K +$7K +80 New
William Blair & Company
219
William Blair & Company
Illinois
$6K -$186K -2,081 -97%
ME
220
McIlrath & Eck
Washington
$6K – – –
PFBT
221
Parkside Financial Bank & Trust
Missouri
$5K – – –
CIAS
222
Capital Investment Advisory Services
North Carolina
$5K – – –
MCM
223
Manchester Capital Management
Vermont
$4K -$53.9K -620 -93%
BWL
224
Bogart Wealth LLC
Virginia
$4K -$7.14K -75 -64%
AF
225
Allworth Financial
California
$4K -$4.83K -64 -55%
7 8
9
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