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SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

234 hedge funds and large institutions have $888M invested in SPDR Dow Jones REIT ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-9
Holders Change %
-3.7%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
60
Reduced
91
Closed
25
Calls
$1.32M
Puts
$733K
Net Calls
+$587K
Net Calls Change
-$26K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$165M
2
LIA
Luken Investment Analytics
Tennessee
$8.63M
3
BlackRock
BlackRock
New York
$3.43M
4
PAG
Private Advisor Group
New Jersey
$8.26M
5
EH
Equitable Holdings
New York
$1.73M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.12M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.5M
3
Northern Trust
Northern Trust
Illinois
$227M
4
Millennium Management
Millennium Management
New York
$0
5
State Street
State Street
Massachusetts
$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
201
Raleigh Capital Management
North Carolina
$13K +$2.54K +28 +24%
SWA
202
SOA Wealth Advisors
New York
$13K – – –
M
203
MOTCO
Texas
$12.4K – – –
RI
204
Ridgewood Investments
New Jersey
$11.1K – – –
LFG
205
Larson Financial Group
Missouri
$11K +$91 +1 +0.8%
JHCP
206
Jackson Hole Capital Partners
Oklahoma
$10.4K – – –
KFS
207
Kelly Financial Services
Massachusetts
$9.99K -$91 -1 -0.9%
AWM
208
Aberdeen Wealth Management
Illinois
$9.5K +$9.5K +105 New
OC
209
Oakworth Capital
Alabama
$9.04K – – –
SSB
210
Sandy Spring Bank
Maryland
$8.95K – – –
FP
211
Financial Perspectives
Minnesota
$8.14K – – –
TSW
212
Thompson Siegel & Walmsley
Virginia
$8K – – –
EWM
213
EPG Wealth Management
Georgia
$7.24K – – –
MG
214
Mather Group
Illinois
$7.05K +$7.05K +78 New
CA
215
Crewe Advisors
Utah
$6.33K +$6.33K +70 New
William Blair & Company
216
William Blair & Company
Illinois
$6.06K -$7.6K -84 -56%
PFBT
217
Parkside Financial Bank & Trust
Missouri
$5.43K -$31K -343 -85%
FFA
218
Farther Finance Advisors
California
$5.07K +$4.61K +51 +1,020%
AFS
219
Annapolis Financial Services
Maryland
$4.34K – – –
OP
220
ORG Partners
Indiana
$3.75K +$3.75K +41 New
RLIM
221
Red Lighthouse Investment Management
New York
$3.71K – – –
MCM
222
Manchester Capital Management
Vermont
$3.62K -$543 -6 -13%
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$3.35K – – –
NFSG
224
Newbridge Financial Services Group
Florida
$3.28K – – –
HIA
225
Harbor Investment Advisory
Maryland
$2.89K – – –
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9
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