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SPDR Dow Jones REIT ETF
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Overview Fund Activity

144 hedge funds and large institutions have $1.41B invested in SPDR Dow Jones REIT ETF in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
4.67%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
15
Increased
48
Reduced
52
Closed
18
Calls
$3.03M
Puts
$1.55M
Net Calls
+$1.48M
Net Calls Change
+$212K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$26.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$50.9M
3
TCT
3
TIAA CREF Trust
Missouri
$95.5M
4
VA
4
Valmark Advisers
Ohio
$73M
5
State Street
5
State Street
Massachusetts
$67.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$39.4M
3
Bank of America
3
Bank of America
North Carolina
$99.9M
4
AB
4
Atlas Brown
Kentucky
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$263K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$233M 3,188,130 +60,636 +2%
Northern Trust
2
Northern Trust
Illinois
$207M 2,836,220 +81,762 +3%
Bank of America
3
Bank of America
North Carolina
$99.9M 1,370,031 -102,793 -7%
TCT
4
TIAA CREF Trust
Missouri
$95.5M 1,309,494 +172,188 +15%
CSIA
5
Charles Schwab Investment Advisory
California
$75.2M 1,031,380 +73,324 +8%
VA
6
Valmark Advisers
Ohio
$73M 1,000,559 +124,625 +14%
State Street
7
State Street
Massachusetts
$67.7M 928,292 +98,530 +12%
Goldman Sachs
8
Goldman Sachs
New York
$50.9M 697,788 +298,213 +75%
AA
9
Alesco Advisors
New York
$40.2M 551,199 +36,303 +7%
Morgan Stanley
10
Morgan Stanley
New York
$39.4M 540,853 -126,585 -19%
PPA
11
Parametric Portfolio Associates
Washington
$38.5M 527,954 +11,358 +2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$36.1M 494,656 -18,510 -4%
CHFS
13
Cobble Hill Financial Services
New Jersey
$31.9M 436,900 +10,000 +2%
Franklin Resources
14
Franklin Resources
California
$27.9M 383,000 -10,700 -3%
AssetMark Inc
15
AssetMark Inc
California
$26.5M 363,561 +363,561 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$25M 342,381 +37,444 +12%
Prudential Financial
17
Prudential Financial
New Jersey
$17.4M 238,000 – –
SB
18
Suntrust Banks
Georgia
$15.8M 217,300 +34,386 +19%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$14.7M 200,998 – –
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$12.9M 177,101 -3,557 -2%
Creative Planning
21
Creative Planning
Kansas
$10.8M 148,001 +57,754 +64%
SI
22
Stephens Inc
Arkansas
$10.1M 138,325 +8,350 +6%
PFM
23
Phillips Financial Management
Indiana
$9.65M 132,727 -2,032 -2%
LPL Financial
24
LPL Financial
California
$7.93M 105,808 -9,866 -9%
SC
25
Stratford Consulting
Texas
$7.36M 100,864 -5,439 -5%
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