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SPDR Dow Jones REIT ETF
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Overview Fund Activity

175 hedge funds and large institutions have $1.88B invested in SPDR Dow Jones REIT ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+3
Holders Change %
+1.74%
% of All Funds
5.08%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
59
Reduced
61
Closed
13
Calls
$607K
Puts
$7.09M
Net Calls
-$6.49M
Net Calls Change
-$4.13M

Top Buyers

1
State Street
1
State Street
Massachusetts
$140M
2
Charles Schwab
2
Charles Schwab
California
$32.7M
3
DWA
3
Dorsey Wright & Associates
California
$28.1M
4
AIA
4
Arrow Investment Advisors
Maryland
$19.8M
5
TCT
5
TIAA CREF Trust
Missouri
$156M

Top Sellers

1
DIP
1
DT Investment Partners
Pennsylvania
$298K
2
Bank of America
2
Bank of America
North Carolina
$144M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BIT
4
BlackRock Institutional Trust
California
$1M
5
CIM
5
Confluence Investment Management
Missouri
$4.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$284M 3,554,508 +76,558 +2%
Northern Trust
2
Northern Trust
Illinois
$217M 2,722,373 +18,640 +0.7%
TCT
3
TIAA CREF Trust
Missouri
$156M 1,957,705 +196,878 +11%
Bank of America
4
Bank of America
North Carolina
$144M 1,804,442 -58,224 -3%
State Street
5
State Street
Massachusetts
$140M 1,750,765 +425,682 +32%
Goldman Sachs
6
Goldman Sachs
New York
$112M 1,402,517 +129,012 +10%
CSIA
7
Charles Schwab Investment Advisory
California
$106M 1,323,756 +68,370 +5%
VA
8
Valmark Advisers
Ohio
$96.7M 1,212,097 +38,088 +3%
Morgan Stanley
9
Morgan Stanley
New York
$48.1M 603,328 -1,538 -0.3%
AssetMark Inc
10
AssetMark Inc
California
$46.8M 586,805 +70,038 +14%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$40.4M 505,699 +41,791 +9%
Charles Schwab
12
Charles Schwab
California
$32.7M 409,600 +391,500 +2,163%
CHFS
13
Cobble Hill Financial Services
New Jersey
$31.8M 398,400 -30,000 -7%
Franklin Resources
14
Franklin Resources
California
$31.2M 391,000 – –
DWA
15
Dorsey Wright & Associates
California
$28.1M 351,792 +351,792 New
AA
16
Alesco Advisors
New York
$23.8M 298,574 +806 +0.3%
AIA
17
Arrow Investment Advisors
Maryland
$19.8M 247,500 +247,500 New
Prudential Financial
18
Prudential Financial
New Jersey
$19M 238,000 – –
Creative Planning
19
Creative Planning
Kansas
$18M 226,057 +40,083 +22%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$17.8M 222,548 +785 +0.4%
M&T Bank
21
M&T Bank
New York
$16.1M 202,429 +196,114 +3,106%
TCM
22
TD Capital Management
Tennessee
$12M 150,990 +958 +0.6%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$11.5M 144,570 -52 -0%
BAAM
24
Baker Avenue Asset Management
California
$10.8M 135,386 +135,386 New
PFM
25
Phillips Financial Management
Indiana
$9.63M 117,749 -7,157 -6%
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