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State Street SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $621K

4% less funds holding

Funds holding: 255245 (-10)

4.5% less ownership

Funds ownership: 75.37%70.87% (-4.5%)

8% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$93.2M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
245
Holders Change
-10
Holders Change %
-3.92%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
63
Reduced
89
Closed
34
Calls
$1.23M
Puts
$621K
Net Calls
+$613K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
201
First Personal Financial Services
North Carolina
$17.9K
DSC
202
Duncker Streett & Co
Missouri
$17.8K
MPCG
203
Matrix Private Capital Group
New York
$17.8K
CFFP
204
Center for Financial Planning
Michigan
$16.9K
APC
205
Aspire Private Capital
North Carolina
$16.3K +$15.7K +172 +1,433%
GFPC
206
Global Financial Private Client
Florida
$15.3K +$15.9K +174 New
JFGIW
207
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.6K -$913 -10 -6%
AWA
208
Alaska Wealth Advisors
Alaska
$13.8K +$14.2K +155 New
William Blair & Company
209
William Blair & Company
Illinois
$13.4K +$7.67K +84 +125%
CT
210
Caldwell Trust
Florida
$13.3K
SWA
211
SOA Wealth Advisors
New York
$12.8K
FFA
212
Founders Financial Alliance
North Carolina
$12.3K +$1.92K +21 +18%
M
213
MOTCO
Texas
$12.2K
RI
214
Ridgewood Investments
New Jersey
$10.9K +$11.2K +123 New
LFG
215
Larson Financial Group
Missouri
$10.7K +$91 +1 +0.8%
RCM
216
Raleigh Capital Management
North Carolina
$10.3K -$91 -1 -0.9%
JHCP
217
Jackson Hole Capital Partners
Oklahoma
$10.2K
KFS
218
Kelly Financial Services
Massachusetts
$9.82K +$10.1K +111 New
Bessemer Group
219
Bessemer Group
New Jersey
$9K +$9.13K +100 New
OC
220
Oakworth Capital
Alabama
$8.88K
SSB
221
Sandy Spring Bank
Maryland
$8.79K
TSW
222
Thompson Siegel & Walmsley
Virginia
$8K
FP
223
Financial Perspectives
Minnesota
$7.99K
EWM
224
EPG Wealth Management
Georgia
$7.1K
CPFP
225
Clear Perspectives Financial Planning
Ohio
$6.92K