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SPDR Dow Jones REIT ETF
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Overview Fund Activity

236 hedge funds and large institutions have $841M invested in SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
66
Reduced
79
Closed
22
Calls
$1.33M
Puts
$435K
Net Calls
+$895K
Net Calls Change
+$308K

Top Buyers

1
BlackRock
BlackRock
New York
$11.3M
2
Citadel Advisors
Citadel Advisors
Florida
$7.58M
3
Bank of America
Bank of America
North Carolina
$37.7M
4
CA
Clearstead Advisors
Ohio
$7.7M
5
LPL Financial
LPL Financial
California
$22.6M

Top Sellers

1
LIA
Luken Investment Analytics
Tennessee
$0
2
Wells Fargo
Wells Fargo
California
$65.4M
3
NAM
NorthCrest Asset Manangement
Minnesota
$0
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$38.4M
5
Ameriprise
Ameriprise
Minnesota
$7.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
201
HeadInvest LLC
Maine
$14.3K +$14.3K +175 New
JFGIW
202
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.7K – – –
EWA
203
EverSource Wealth Advisors
Alabama
$13.3K – – –
AWA
204
Alaska Wealth Advisors
Alaska
$12.9K – – –
M
205
MOTCO
Texas
$11.4K – – –
LFG
206
Larson Financial Group
Missouri
$10.1K +$83 +1 +0.8%
KFS
207
Kelly Financial Services
Massachusetts
$9.9K +$749 +9 +8%
JHCP
208
Jackson Hole Capital Partners
Oklahoma
$9.54K – – –
OC
209
Oakworth Capital
Alabama
$8.29K – – –
SSB
210
Sandy Spring Bank
Maryland
$8.21K – – –
FP
211
Financial Perspectives
Minnesota
$7.47K – – –
TSW
212
Thompson Siegel & Walmsley
Virginia
$7K – – –
EWM
213
EPG Wealth Management
Georgia
$6.64K – – –
CA
214
Crewe Advisors
Utah
$5.81K – – –
William Blair & Company
215
William Blair & Company
Illinois
$5.56K – – –
FCAS
216
First Command Advisory Services
Texas
$5.39K +$5.39K +65 New
PFBT
217
Parkside Financial Bank & Trust
Missouri
$4.98K – – –
AFS
218
Annapolis Financial Services
Maryland
$3.98K – – –
FFA
219
Farther Finance Advisors
California
$3.4K -$1.24K -15 -27%
RLIM
220
Red Lighthouse Investment Management
New York
$3.4K – – –
OP
221
ORG Partners
Indiana
$3.4K – – –
MCM
222
Manchester Capital Management
Vermont
$3.32K – – –
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$3.07K – – –
NFSG
224
Newbridge Financial Services Group
Florida
$3.04K +$82 +1 +3%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.05K +26 +217%
7 8
9
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